AMSYF News and Press, ArcelorMittal SA From 09/16/21

The following slide deck was published by ArcelorMittal in conjunction with this event. For further details see: ArcelorMittal (MT) ESG Presentation - Slideshow

My portfolio, built specifically for my retirement ~20+ years from now, eclipses new highs as the market continues to grind higher. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helping create a valuable retir...

Renewables are replacing fossil fuel in power generation and transport, and this is replacing the need for CCS. Low carbon emissions concrete, steel, titanium, etc. are coming; these provide competing investment opportunities to CCS. Limited evidence of actual CCS currently (is th...

Cleveland-Cliffs reported record revenue, record net income, and record adjusted EBITDA for the second quarter of 2021. What's behind the blow-out performance? Have its business fundamentals peaked? Is a steelmaking boom-to-bust imminent? How does the risk-reward profile look now? ...

Sold out of the China uncertainty as I await a potential major flushing in those stocks if China decides to make an example out of a company like DiDi. A hit to Arrowhead Pharmaceuticals presented a buying opportunity while Bitcoin shows signs of wanting to break out. A portfolio ...

ArcelorMittal (MT) Q2 2021 Earnings Conference Call July 29, 2021, 09:30 AM ET Company Participants Daniel Fairclough - IR Lakshmi Mittal - Executive Chairman Aditya Mittal - CEO Genuino Christino - EVP and CFO Simon Wandke - EVP and CEO, Mining Conference Call Participants Alain Gabriel - Mo...

The following slide deck was published by ArcelorMittal in conjunction with their 2021 Q2 earnings call. For further details see: ArcelorMittal 2021 Q2 - Results - Earnings Call Presentation

Cleveland-Cliffs' stock price has performed very well over the past year. Cleveland-Cliffs' underlying business has performed even better, and the forthcoming free cash flows are transforming the balance sheet. The end result is that shares are still undervalued today, with enviou...

Massive trade on a binary event makes my month and helps eliminate much of my underperformance so far this year. Big buys on a couple of new stocks in June set my portfolio up for success as I consolidate my stocks down to more concentrated bets. A portfolio built for individual i...

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...