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Stelco Holdings Inc T.STLC


Primary Symbol: STZHF

Stelco Holdings Inc. is a Canada-based integrated and independent steelmaker with advanced integrated steelmaking facilities in North America. The Company is engaged in the production and sale of steel products. It produces flat-rolled value-added steels, including coated, cold-rolled and hot-rolled steel products, as well as pig iron and metallurgical coke. With its gauge, crown, and shape control, as well as uniform through-coil mechanical properties, the Company’s steel products are supplied to customers in the construction, automotive, energy, appliance, and pipe and tube industries across Canada and the United States as well as to a variety of steel service centers, which are distributors of steel products. The Company operates from two facilities: Lake Erie Works (LEW) near Nanticoke, Ontario and Hamilton Works (HW) in Hamilton, Ontario.


OTCPK:STZHF - Post by User

Post by extremeriskon Dec 21, 2021 9:29am
142 Views
Post# 34249913

Made a floor at 37

Made a floor at 37

Don't think they really want to buy any shares back with modified Dutch auction.  I don't blame them.  Last time they bought back stock was around 45 or so and now 37 so clearly it didn't work.  That was back in august so good 5 months has passed.  Dividend increase would help but not much.  Look where Russell metals yield is (I own that one also)  you could bump up dividend and yield will move from 3 to 5.  

I think bottom line is where one thinks steel market headed in next few years.  To me looks very bullish and forward ebitda and earnings for Stelco look great with both trading under one.  The only variable than is time.  As time marches on the stock price will move towards where it should trade.  Under 1 for future P/E ratio or ebitda ratio is not sustainable long term.  

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