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Tenaris ADR Rep 2 Ord Shs T.TS.B


Primary Symbol: TS

Tenaris S.A. is a holding company, which is a steel producer with production facilities in Mexico, Argentina, Colombia, United States and Guatemala. The Company supplies round steel bars and flat steel products for its pipes business. It operates through Tubes business segment. The Tubes segment includes the production and sale of both seamless and welded steel tubular products, and related services primarily for the oil and gas industry, principally oil country tubular goods (OCTG) used in drilling operations, and for other industrial applications with production processes that include in the transformation of steel into tubular products. It operates in geographical areas, such as North America, South America, Europe, Middle East and Africa, and Asia Pacific. Its products and services include OCTG, Premium Connections, Rig Direct, Offshore Line Pipe, Onshore Line Pipe, Hydrocarbon Processing, Power Generation, Sucker Rods, Coiled Tubing, Industrial and Mechanical, and Automotive.


NYSE:TS - Post by User

Comment by extremeriskon Jan 23, 2017 7:06pm
127 Views
Post# 25744173

RE:RE:globe and Mail has big spread on torstar today

RE:RE:globe and Mail has big spread on torstar todayWatsa owns 25 percent of blue ant media and torstar owns 20 percent now. When torstar initially invested I 2011 this had value of $100 million. Still private but based on all the hiring and news releases I suspect there has been significant appreciation here. Vertical scope is worth at least what torstar paid $200 million given 30 percent growth and high ebitda that hondrech confirmed in article. Also black press is finally in the black. I figure these three investments alone are worth $350-$500 or $4-$6 a share. Add legacy business which has had costs chopped but has wide reach and I could see a $10 sale price. Legacy business is say $4 or $320 million for about $800 million in revenue so paying less than 50 cents on dollar of revenue. Key here is what price will induce the families to sell. You have a deep pockets buyer ready ready deal now.
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