Russel Metals Inc T.RUS

Alternate Symbol(s): RUSMF

Steel Steel

Russel Metals Inc. is a Canada-based metals distribution companies in North America, with a focus on value added processing. The Company carries on business in three segments: metals service centers, energy field stores and steel distributors. Its network of metals service centers carries an extensive line of metal products in a range of sizes, shapes and specifications, including carbon hot rolled and cold finished steel, pipe and tubular products, stainless steel, aluminum and other non-ferrous specialty metals. The Company's energy filed stores carry a specialized product line focused on the needs of energy industry customers. These operations distribute flanges, valves and fittings and other products through its field store operations in Western Canada and the United States. The Company's steel distributors act as master distributors selling steel in large volumes to other steel service centers and large equipment manufacturers mainly on an as is basis.

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Russel Metals Inc

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Post by Possibleidiot01on Sep 19, 2025 3:33pm

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Post# 36720591

Peter Hodson

BUY

Boring isn't necessarily bad. Decent dividend. Valuation's pretty attractive. Likes that it's been around a long time and has seen multiple recessions. Cut dividend 20 years ago and never forgave themselves because of how the stock reacted. Doesn't take on a lot of material risk, just a refabricator and turn over inventory quickly. Steel prices may go up and down, but as long as they manage their inventory then they don't have a lot of capital at risk.

Quiet, very well run company that falls under the radar. Economically sensitive, but cashflow and balance sheet are improving. Tariff uncertainty still a cloud. Build Canada program will help. Able to make acquisitions. Yield is over 4%.