tag:blogger.com,1999:blog-6947095091641243428.post5865541266626997228..comments2024-01-15T08:18:38.114-05:00Comments on Kratisto Investing: Seeking Alpha: ArcelorMittal Looks To Ride Recovering Steel Demand Back Into The High TeensStephen Simpsonhttp://www.blogger.com/profile/12872161469696334548noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6947095091641243428.post-80433137436522362902014-08-13T02:19:08.985-04:002014-08-13T02:19:08.985-04:00Thanks for such a quick reply, Stephen.
Looking fo...Thanks for such a quick reply, Stephen.<br />Looking forward to the article when/if you get a chance to write it.Little Brotherhttps://www.blogger.com/profile/03028787121739713500noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-56831367875763064572014-08-12T15:06:42.832-04:002014-08-12T15:06:42.832-04:00I'm hoping to update over the next week or two...I'm hoping to update over the next week or two, so look for that...<br /><br />I don't think the discount is justified, though I'm not surprised to see it - by virtue of the inferiority of their operations, AKS and X arguably have more positive leverage to an upturn in steel.Stephen Simpsonhttps://www.blogger.com/profile/12872161469696334548noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-45735677821346960082014-08-12T14:21:52.151-04:002014-08-12T14:21:52.151-04:00Hi Stephen,
I really enjoyed this article when it...Hi Stephen, <br />I really enjoyed this article when it came out.<br />Any thoughts on the past quarter? Do you think the headwinds caused by iron ore pricing are enough to justify the EV/EBITDA discount as compared to steel companies such as AKS and X?<br />ThanksLittle Brotherhttps://www.blogger.com/profile/03028787121739713500noreply@blogger.comtag:blogger.com,1999:blog-6947095091641243428.post-13084275350768533892014-08-12T14:20:03.798-04:002014-08-12T14:20:03.798-04:00Hi Stephen,
I really enjoyed this article when it...Hi Stephen, <br />I really enjoyed this article when it came out.<br />Any thoughts on the past quarter? Do you think the headwinds caused by iron ore pricing are enough to justify the EV/EBITDA discount as compared to steel companies such as AKS and X?<br />ThanksLittle Brotherhttps://www.blogger.com/profile/03028787121739713500noreply@blogger.com