I am long in this stock. I am thinking it may be time to significantly trim back my holdings. It seems as though it will be hard for them to do well when faced with a major aluminum oversupply.
I really don't think the over supply will last at the rate it will be consumed. AL is use in everything.
That may not be the case. From Forbes.com"However, China is now faced with substantial oversupply resulting from its brimming aluminum reserves that could take as much as three years to resolve, according to Xiong Weiping, chairman of Aluminum Corp of China"