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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 Mediawatcheron Jul 08, 2017 9:55pm
138 Views
Post# 26447984

RE:RE:RE:question and a prediction

RE:RE:RE:question and a predictionThis is definitely a strap your helmet on investment for those who deal with futility by knocking their heads against a wall.  There is an element of insanity in this investment but the facts support hanging in there in my opinion.

Fairfax wrote off its inititial share purchases but showed renewed interest when they bought another 4.7% of the B shares less than a year ago to hold more than 27%.  Mackenzie Financial still hold 9.4 million shares and Canso Investment Counsel (Postmedia debt holders) have 742,000 shares.  They are playing the long game waiting for the Voting Trust to capitulate which they will when the dividend is threatened or the offer becomes too attractive to resist any longer.

Shorting this stock made sense over the course of the long steady decline, however the risk of getting caught when the takeout offer is inevitably made will make this a poor decision.  If you shorted it at $10 maybe it still makes a little bit of sense if you think you can squeeze another few cents out of your position.  Wouldn't be my choice, but we all know what can happen when you get too greedy....I would be covering my position, taking my profits and going long on the stock to catch the upside.
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