Ternium S.A. Message Board

Investors ar trying all the possible ways to induce holders to sell.
But NOBODY is selling. Holoders know that TX will explode when
PESQUERIA first numbers come out, next month.

Adding more now - STRONG BUY

Sentiment: Strong Buy

Our jewel is doing Great. Outperforming continuously this market, in last 12 months.
Guess whatg TX will do when PESQUERIA starts opertaing in AUGUST!!

https://www.youtube.com/watch?v=dbQnPgNZIY0

Sentiment: Strong Buy

Brazil's local car sales hit monthly record in April
Car sales to the Brazilian market hit a record for the month at 333,700 units in April, according to figures released by the country’s automobile industry association, Anfavea.
source: metal bulletin

Steel consumption in Central America, Caribbean down 17% in Q1
Apparent steel consumption in Central American and Caribbean countries decreased by 17% year-on-year between January and March.
source: metal bulletin

This smooth devaluation of the Brazilian Real is music for whoever is long steel there
you better be too!

The chart pattern dont lie.
It's a classic UP FLAG to $30.

And more, in August TX will start PESQUERIA
A huge steel plant thart will boost TX EARNINGS

Strong Strong BUY

Sentiment: Strong Buy

24.19 resistance is gone.
TX ready to fly, the trend is UP

Sentiment: Strong Buy

First leg up was from $18.85 to $24.00 or 27%
We made the lateral flag around 23.50-24.00
And now speeding up again this to $24.00 +27% = $30.50

Loading up now!!!!

Sentiment: Strong Buy

Dude,

you keep posting on this Co since they offered shares for the same time, over and over, but this one is going nowhere but trading sideways. Investors (myself also) are fed up of a Co. Management keep telling the same things like you (and with the same arrogance) but the stock is going nowhere but sideways. This one is a trading range stock, contaminated with assets in a disposable country (Argentina). Is cheap and will remain cheap.

Besides, let me tell you in case you didn't realize....... TX spend my (and yours in the case you really own the stock and you are not paid by them) money in a brazilian trip which leads so far to a 80% loss. I have the loss, you have it in case you own the stock... NICE. Instead of being so arrogant Company should do something on our behalf, shareholders who put their money trusting them.

TS of the same group is a full different story... well managed... with management who cares about us, investors, that's why I am stick with them and I am long for so many years

Shorters in $24.00 call options are holding it down, forcing it down ...
After May 18 it will gap up 25.00 and take off.

Sentiment: Strong Buy

TX belongs to the owner of the game, ROCCA family. This is the one one they want to benefit.
USNZY they dont own yet, but they CONTROL it and want to TAKE it over. So obviously they want
to acquire USNZY at the lowest price as possible. ... Easy, they will put all losses and prejudices in
to USNZY balance sheet instead of TX's. USNZY will go on posting bad results until its quotes is so low that
thy will make a "tender offer". Then after USNZY is all owned by TX it will bw best steel company in the world.

It can take some years to happen. So the only time to buy USNZY is right before they annouce the "tender offer".

on the long run market is right
this will not last longer
invest accordingly

watch today's video posted on their website and stay long Brazilian Steel Cos.

USNZY (USIM5.SA), SID (CSN) and GGB

Buying Usiminas at 25% of the price they paid is a GIFT few times in your investment life span will see.

If they OVERPAID...you better sell TX....they hardly understand what they are doing

That's why the switch is a great thing to do at current levels.

Watch and learn

I can't believe they did the homework that bad

full takeover a possibility?

TX range $18-24 over the last years paid very well...At $24 we are, and with good part on good results is ARGENTINA Siderar (ERAR.BA) which sooner rather that later will be nationalized. I am selling now.

Techint move into Mexico first and Brazil later proved right. So I will stick on THEM and move proceeds into Usiminas. Although historically THEY (Techint) don't care about minority shareholders in this case I expect to double my money in a year time, probably sooner.

Why?
*I expect Usiminas to post sequentially improving results and margin expansion as it has been the case since Techint took the co-Control with Nippon.
*Dilma will continue to help the industry (low energy costs, protection duties from imports and others things)
*Co raising prices and sale volumes as said on con call
*S&P500 is above 1600 level. Soon we will see money flow into the BRICs. "B" is for Brazil. WC2014 and Summer 2016 Games will add to the picture
*Market talks of CSN (NYSE:SID) funding needs for CSA will make them selling their USIM5 stake. WRONG, they are talking with BNDES as we speak
*short interest on USIM5:SA (NYSE:USNZY) is at all time high and the third in Bovespa....short squeeze likely with improving results
*Techint paid R$36. Below R$9 now. I better put my money here than in Argentina’s likely to be nationalized Siderar
*Ronald Seckelmann, on 1T13 conference call… “Diante do cenário de desafios pelo qual ainda atravessa a siderurgia brasileira, a Usiminas tem priorizado o controle rígido do caixa, dos investimentos e do custo de produção. A evolução do EBITDA, que mede o desempenho operacional, é um reflexo significativo desse trabalho de melhoria contínua e de maior disciplina de gestão”

There will be almost irrelevant if you buy at 24 today, 26 next week, or 30 next month.
Will be a 4 times 3.5 times bagger anyway.
Just look what happened with TENARIS (TS), a 20 times bagger in 7 years!!!
Ternium and Tenaris has the same owner (TECHINT GROUP), same management, same guidance.
Totally growth oriented, value oriented

Sentiment: Strong Buy