A bit late, but the Quarterly reads extremely well.
Major points:
In June, the Chinese steel industry began to recover because of a strong housing upturn.
Since June, there has been a marked improvement in coke demand.
Conversion of their coking ovens will boost productivity.
$12m in cash.
taking position today at 19.5
-
- There are more pages in this discussion • 47 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)