industrials_tourist
@IndustTourist
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Joined September 2024
@SSGY12356 @BubbleBeta i think so but unsure -- idk why FTC is so defensive on copper tubing. from what i understand Cerro/Cambridge havent made any material changes to their mix tho. its the same raw cmd so it shouldnt be too hard to ramp? $MLI is a special bus.
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@BubbleBeta @PD13158196 auto/OEM short basket for this earnings were/are $MLR, $WNC, $PATK, $FSS, $MBUU
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@SSGY12356 @BubbleBeta the ENR copper data has been flat but maybe cools next qtr as housing sells?
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@vm4888 @SSGY12356 @BubbleBeta $FERG has been calling copper tube weakness for a minute though and nothing happens...
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@VandalGoddard @red_dog_capital just scanned fintwit to see if anyone was on this idea. excellent pair into 2025. Euro limestone has a very similar setup to $USLM initial setup. new entrants and questionable pricing power for $USLM in FY-25 has downside but wouldnt wanna play here w/o long $SRC
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@TopCornerInvest material evidence their BS is weakening and they r becoming less defensible into the next qtr, ask anyone in tow and they tell u this is the most lopsided dealer overhang since the 1980s
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RT @RJResearch: Tim Thein resumed coverage for RJ of $FSS with analysis of its "strong market positions," pricing power, long-established,…
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@ShafronTom @myownreasoning no agreed but i think this calculation is ambitious but directionally right if you consider when the rate move happened? maybe you dont get well over 15, but high $14 eps doable
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@mountaingoatcap we will see into the q...been following this for a couple months for fun and last Q was really paraded as when the impairments were gonna come down
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@Live2learn24 @mountaingoatcap wouldn't it make more sense for this thing to crack if there is more scrutiny now?
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