Q3 will miss and the shares may test the recent lows. Strong auto sales are not enough to turn this around. cash situation is not good. no need for panic just a healthy dose of realism.
I billion $ credit facility. Cash is just fine. Steel is turning. Stock actually turns before actual earnings. Look for a surprise as prices continue to increase.
agree its all about prices and margins. I may jump back in in Q1 of 1014.