Bisalloy's order books must be overflowing.....and only partially due to well documented steel shortages. Their plans, Rheinmetal, the mining sector, CJV, defence, infrastructure, it's an endless list and it all seems to be coming to fruition at the same time after a long build up.
Domestically, in the mining sector, the shortage situation is critical - mine construction is being delayed.
It's a nice problem to have but where are they going to find the extra capacity ?????
It's funny, for years it was just boring.....it ain't no more!
BIS Price at posting:
$1.86 Sentiment: None Disclosure: Not Held
