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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

Post by modulexon May 04, 2017 10:36am
121 Views
Post# 26202846

A FALLING STAR

A FALLING STARtorstar largest class-b shareholders will have to ensure that available liquidities to the company remains intact or become boosted by the sale or monetization of the participations in several companies (ex: Canadian Press and so on), as the (March 2017) article below assigns a zero value to tortstar newspapers and indicates indirectly why TS.B share price is greatly devaluated. 2017-03-06 08:20 ET - In the News The Financial Post reports in its Saturday edition that with print advertising down 13 per cent and subscriber revenue off 7.1 per cent, TD Securities analyst Bentley Cross said cost-cutting at Torstar "will not be able to keep pace with revenue declines." The Post's Sean Craig writes that as a result, Mr. Cross "entirely removed the newspaper operations from our valuation" of Torstar following last week's fourth quarter results. In an investment note, Mr. Cross added that TD also has concerns about Torstar's acquisition of on-line forum operator VerticalScope, citing the lack of visibility of the company's financials. "Torstar paid $202 million for a 56 per cent stake in [VerticalScope] ... but we have very little insight into the operating performance of these assets, and it remains to be seen when [or] if these assets will be monetized," the analyst said. TD raised its 12-month target price for Torstar shares to $2.25 from $1.85, but maintained a hold recommendation given its concerns over lack of visibility at some of the company's digital acquisitions and its belief that "that the Board will take the opportunity to eliminate the dividend soon-after the new CEO [John Boynton] is appointed. ______________________________ the class-a shareholders will have to be told to smarten up and buy the company, privatize it, if no increase in revenues is becoming achievable in the short-term or otherwise Fairfax will have no choice but to buy torstar if class-a shareholders do nothing. this situation could give way to some mudslinging. torstar is operating with low liquidities, acknowledges the new ceo boynton, which is not normal for our type of company, he said. i dont believe that Fairfax would accept any round of financing that would dilute class-B shares as it is already below the water with its investment. it is always a mess to be at odds with a company that has class-a shares (multiple voting shares) as their owners have the final say in the company's fate. ts.b shares fell to a new 52-weeks low yesterday, which is not to be taken lightly. there will have to be some bold actions taken quickly as the company's share are trading at a truly insignificant value.
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