Thesis TrackerOil-driven cost fears hit the stock hard, but falling resin prices and the first positive volume quarter in two years are reshaping the debate.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,851 comments from 165 managers on 768 companies, snapshot 22 Oct 2026.
Oil-driven cost fears hit the stock hard, but falling resin prices and the first positive volume quarter in two years are reshaping the debate.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,851 comments from 165 managers on 768 companies, snapshot 22 Oct 2026.
