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Strategies & Market Trends : Value Investing
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From: Paul Senior9/17/2022 3:20:37 PM
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EAF. I haven't seen any news of Graftec Mexican closure. Perhaps S. maltophilia below has the most current info.

I'm adding because I believe in ok prospects for steel companies, and I'm holding my steel stocks at current prices.

If there's to be arc steel production, we're going to need EAF's consumables. EAF is at a multiyear low and "should" recover 50% "eventually" "maybe".

EAF down even more after hours yesterday as you may be alluding too; I'll place an order for more shares to see if I can get the after hours price on Monday.
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