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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 May 10, 2020 10:17am
343 Views
Post# 31008727

Thanks to all who participated in the Annual Meeting!

Thanks to all who participated in the Annual Meeting!Many thanks to those who either attended the Annual Meeting virtually or sent in questions.  I believe they received and answered the largest number of questions at a Torstar Annual Meeting! There were close to 30 questions asked at the meeting.

While Management "bob and weaved" around many questions, they did confirm being receptive to  strategic alternatives for Torstar.  My personal feeling is that to be eligible for continued government handouts, Torstar should be proactive in initiating discussions around strategic alternatives to reduce costs, improving operational efficiency, etc, like, going private, merging, etc. 

Boynton did not express any concern about giving shareholders liquidity for their stock if Torstar gets delisted by the TSX in 2021.  Management could at least do everything they can to develop relationships with key Class B shareholders, who would be the likely buyers of stock.  This is quite an arrogant attitude, in my opinion!

During Q&A period, they "bob and weaved" around a question on how they are developing relationships with class B shareholders and did not give a reason why they have not invited any class B shareholders on the Board for thought leadership.  They simply said it is a decision of the Board.  

Can one of you answer the following question?  If management does not pay a dividend going forward, must Class B shareholders wait until the May, 2022 Annual Meeting to vote or can a special meeting be arranged at an earlier quarter end?  Heaven help us if we have to wait the better part of two years to get professional management in-place!


Greybeard
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