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Bullboard - Stock Discussion Forum Stelco Holdings Inc STZHF


Primary Symbol: T.STLC

Stelco Holdings Inc. is a Canada-based integrated and independent steelmaker with advanced integrated steelmaking facilities in North America. The Company is engaged in the production and sale of steel products. The Company produces flat-rolled value-added steels, including coated, cold-rolled, and hot-rolled steel products, as well as pig iron and metallurgical coke. It also provides gauge... see more

Bullboard (TSX:STLC)

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Comment by fishcarrieron Oct 29, 2021 1:44pm

RE:RE:RE:EPS Estimates & Prices Realized

I tend to agree with marsman that our steel price should be higher. 93% of Stelco steel is either coated or hot-rolled. I don't know how that compares with other steel companies, but I think ...more  
Comment by Jasonuwon Oct 29, 2021 10:37am

RE:RE:EPS Estimates & Prices Realized

So the midpoint of your easily achieved range is 1750 USD. With a exchange rate of 79.5 cents that we saw in Q3, you're saying Stelco realized 2200 CAD on their steel? How do you figure that when ...more  
Comment by marsman1on Oct 29, 2021 10:00am

RE:EPS Estimates & Prices Realized

Your $1320 is far too low IMO . Every company has their own stratgey as to how to sell their steel. STELCO has said , a few times that they are selling into the spot market , so that $1320 U S could ...more  
Post by Jasonuwon Oct 29, 2021 9:23am

EPS Estimates & Prices Realized

We've had several US Steel producers announce results (US Steel today) and their prices realized are below current spot or prices during Q3. On average I am seeing $1320 USD across the 4 Steel ...more  
Comment by marsman1on Oct 27, 2021 10:27am

RE:STLC comments

I agree with you Fishcarrier that most of these analysts really don't understand the FULL situation. They try to wow you with incoheriant numbers to make themselves look smart to their superiors ...more  
Post by fishcarrieron Oct 27, 2021 9:48am

STLC comments

Every once in a while I check Thomson-Reuters on Stelco. This analyst comes with my program. Can you make sense of it? Here are its highlights: Outlook for earnings declined significantyly over the ...more  
Post by geosan0on Oct 26, 2021 1:29pm

Valuation

I know I'm preaching to the choir but came across a Simply Wall St article highlighting the valuation of Stelco based on a DCF (Discounted Cash Flow) analysis.  At the conclusion of this ...more  
Comment by fishcarrieron Oct 25, 2021 9:26am

RE:RE:RE:RE:S&P/TSX Composite Index Analyst Estimates

You're right. I didn't see the shifted numbers with the formatting. I agree with your sentiments too. Perhaps a special dividend (or an increase), but not much beyond that. Also agree the ...more  
Comment by marsman1on Oct 23, 2021 8:47am

RE:RE:RE:S&P/TSX Composite Index Analyst Estimates

I guess we are not reading the same analytics Fishcarrier. I am showing 8 out of 9 analysts have a buy or strong buy . anyway of more intrest to me is that the short position is now 1.2 million down ...more  
Comment by fishcarrieron Oct 22, 2021 4:10pm

RE:RE:S&P/TSX Composite Index Analyst Estimates

My mistake. I misread. One analyst would actually SELL. Not a one would buy this stock. Now for something funny. My daughter was trolling me earlier today. She advised me to buy DWAC. Her boss had ...more  
Comment by fishcarrieron Oct 22, 2021 2:56pm

RE:S&P/TSX Composite Index Analyst Estimates

It strikes me strange that only 1 of 9 analysts would actually recommend a buy on a stock they predict to rise 37%.  I've been checking the CRU, and steel prices seem to be advancing this ...more  
Post by retiredcfon Oct 22, 2021 11:03am

S&P/TSX Composite Index Analyst Estimates

OCT. 20 PRICE BUYS HOLDS SELLS AVG. TARGET PRICE FORECAST PRICE RETURN $42.95  8 1 0 58.89 37%
Post by marsman1on Oct 22, 2021 10:49am

CLF

It would seem that the earnings report of CLF is pushing all the steel stocks higher today. Its as if nobody knew they would be good! It is always surprising to me that the market doesn't " ...more  
Comment by geosan0on Oct 20, 2021 9:31pm

RE:Incredible Value

Had a listen to the CEO of Steel Dynamics on his 3rd quarter earnings call.  For those interested it is posted on youtube and is only a little over 4 minutes long.  The CEO appeared on CNBC ...more  
Post by forkliftguyon Oct 20, 2021 10:37am

Incredible Value

Stelco is forecast to make 21 dollars of profit a share this year and 11 dollars next year . I think it will be higher than that .  In future years , the Auto makers are going to need an enormous ...more  
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