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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 Greybeard1on Aug 06, 2018 7:33pm
140 Views
Post# 28418924

all of us love the dividend, but why are they paying it?

all of us love the dividend, but why are they paying it? ...shhh, we all know why!

The fact that Torstar's management pays a dividend when net income is scraping along the bottom on a net income basis, is Poor Management, period!  (Yes, they had a good quarter due to a large tax credit from 2015 and selling an asset, but even a novice can see thru this smoke and mirrors.)

Not surprising that they are paying the minimum dividend, of 2.5 cents a quarter, on "a rolling quarterly basis" that prevents B shareholders from getting a vote!

What I do NOT understand is why Torstar's management does not execute on one or more of the following: 
1) merge with Postmedia, to reduce cost.  By the way, Postmedia's market cap is now close to Torstar's.
2) Go private and not have to deal with the likes of us, "B" shareholders actually wanting them to perform.

I fear that management will continue to run this company into the ground, as they have in the past 5 years.  Those of you wanting a $5.00 payout are in serious jeapordy.  Have you read the latest Bank forecasts?  Many Banks are not even giving a forecast as they have thrown in the towel on this company.    

I can say with confidence that there has been one (1) investor over the past couple of month that has sold in excess of 1mm shares.  As thinly as Torstar trades, it is NOT surprising why the stock has declined to $1.25 from $1.90.  Guess whay happens if Prem Watsa decides to sell in earnest? It will not be pretty.
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