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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 SleepingGiant64on Jan 06, 2022 2:43pm
249 Views
Post# 34290153

Alan is sandbagging

Alan is sandbagging
This is so obvious.

1) Stelco wants to buy back 10% of the float
2) They have major cash on the balance sheet
3) The SIB tops out at $37 and shares are trading at $41

So what do you do? Sandbag.

Alan owns 11.2% of the company, worth $318m. He's a permabull on steel and the company. And not only does he make the announcement with a vague press release, he schedules an appearance on BNN immediately afterwards to talk down the shares.

Gimme a break. They're not getting calls in the last week of December with frightened customers (who have desperately needed steel for a year) who suddenly don't have end users.

For sure there are some omicron impacts but this is an incredible opportunity to buy shares. The company is going to make $20 this year and there's now a very good chane they take out that 10% of shares.

This is a masterstroke from the CEO and taking out 10% of the float at $37 or lower will be sensational when shares are trading at $100 and they're paying out $5 in dividends a year.
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