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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 teddybear1111on Feb 01, 2018 11:39am
137 Views
Post# 27479909

RE:It's going to happen....in 2018

RE:It's going to happen....in 2018Hello Media,
Nice to see you back :) :)

Totally agree that 2018 will be the Year!!!


A) How would any big investment firm get any traction here?
     Board almost impenetrable, and dedicated to uphold the Principles.
     Retail seems mostly small and Interest driven.
     That leaves only FFH and Families; so no real competition.
     ( Families will be  prodded by Generation Dillution ) [ imo ]
B) Wouldn't any FFH/Voting Trust " understanding " not be a material value?
     Material events are required to be communicated to SEDAR.  ( not a Lawyer, so maybe not :)
     *Can't see FFH trying to conceal an " understanding " for what amounts to a rounding error.
C) FFH/Canso/Power very well understand Two Tier Shares and would want to keep that
     structure.  (any) One of the Families could easly be their Proxy for Independent Board seats.
D) Post was a slow motion train wreck for many years.
     Canso is relatively new to their Board - after many Bond years.
     Change should now be more palatable. ( imo )
E) FFH sits in a control seat and can accumulate < $2 shares; thereby saving $5/Offering price.
F) May Meeting whould be a great time for " Announcements " !!!!

Would love to hear Spring Trust discussions :) :)  --  GLTA 
     
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