FastSaying
Steel stocks are cheaply valued, they're cyclical, they're very well known for their capital destruction during downturns. Now instead of increasing capacity, they're buying capacity or buying competitors.
Jan Leroy
Destruction
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The whole sector is going through the roof. Everybody is guessing what could be the next target.
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The mood is very positive. Earnings are supportive, the economic data is supportive and there's an M&A frenzy. We think inflation will remain contained.
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