AMSYF News and Press, ArcelorMittal SA From 06/18/21

Aperam posted a record performance in Q1 2021 after an already very strong performance in Q4 2020. The company is benefiting from the tailwinds from pent-up demand and renewed interest in infrastructure projects. Aperam doesn't appear expensive, but keep in mind this is a very cyc...

Big hits from Bitcoin drops balanced out by a timely Virgin Galactic purchase means that May was anything but boring. A new trade is set up for the beginning of June as I build a smaller position into an overly-large one for a key upcoming catalyst. A portfolio built for individua...

There's currently a debate whether we're at an early stage of a long-term commodity supercycle or is the recent bull run about to get cut short. The Materials sector, as a whole, and many types of commodities are having the time of their lives. Not all commodities are born equal, ...

ArcelorMittal for months has been facing relentless pressure from Ukrainian oligarchs, regulators, and security service officials. The security service raided ArcelorMittal’s operation six times, once even shutting down $150 million steel casting project. Authorities slappe...

There's no sector with a clear breaking-up as the Materials sector these days. Commodity prices are soaring no matter when, or where, or who. Energy, agriculture, metals, construction, chemicals - you name it. If you don't feel the rising costs in your pocket as of yet, it's only a ma...

Added a few new stocks as I continue to buy additional bitcoin exposure along with traditional underperforming FAANG names like Apple. Trading a lot more than usual, so bye-bye key stocks with plans for additional buys and sells to begin the month in the Health Care sector. A port...

My former 45-stock portfolio gets a haircut down to 37 stocks as I de-diversify in favor of bigger and riskier bets with volatility on the rise. Global Ship Lease is the new major position in my portfolio with earnings in the first week of March and upside potential all year long in m...

ArcelorMittal (MT) Q4 2020 Earnings Conference Call February 11, 2020 09:30 AM ET Company Participants Daniel Fairclough - Investor Relations Lakshmi Mittal - Executive Chairman Adit Mittal - CEO Genuino Christino - EVP and CFO Simon Wandke - EVP and CEO, Mining Conference Call Participants A...

The Welsh portfolio outperformed the S&P 500 over the first month of 2021. Added a small amount of additional risk to my portfolio to potentially seize the current Wall Street Bets and Robinhood volatility. Bitcoin, Virgin Galactic, and soon First Majestic Silver Company give ...

Red Electrica's cash flows remain robust despite the demand drop in Spain and the new regulatory framework with lower remuneration for its Spanish activities. The dividend appears to be safe, and an interim dividend will be distributed in January. Two positions were sold at nice p...