BSL 2.38% $20.62 bluescope steel limited

advice please, page-16

  1. 643 Posts.

    Gav866,

    "Southern Cross Equities have had a sell on BSL for some time, stating an alleged oversupply of steel stockpiled in China. They seem to believe it will be a while before this oversupply is rebalanced."

    I find this hard to believe. Charlie Atkin has been quoted several times, in print and on TV, that BSL is the best steel exposure you can get to a global recovery.

    I'd really appreciate a link to some evidence.

    talktome
 
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