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Ternium S.A. Message Board

optitrex 478 posts  |  Last Activity: Apr 6, 2015 2:45 PM Member since: Oct 17, 2007
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  • With massive 35 millions USIMINAS ON shares stake, owned by TX and borrowed for other minor share holder, loyal to TX. ... The game is OVER for NIPPON STEEL.
    TX - Techint, will soon restabilsh its original board of president, ceo, cfo etc.
    And the motive TX droped from high 30´s to this ridiculous 18 will no longer exist.
    Time to BUY

    Sentiment: Strong Buy

  • TX is a first class company. Leader in Lat. Am. steel market.
    With strong guidance, excelente management, run by ROCA family owners.
    It is PROFITABLE, earns money every quarter, pays DIVIDEND.
    Debt is LOW 30%, under control and being reduced.

    Just because Oil price melt down, ou steel price fell some chunck ...
    That´s not reason to through TX stock price to HALF OF ITS VALUE(from 32 to 16 ) in some months.
    At RIDICULOUS 60% of BOOK VALUE. P/E =9

    Only a complete stupid would sell at this low!
    STRONG STRONG BUY

    It is worth at leas $40.00

    Sentiment: Strong Buy

  • Short Squeez ahead will burn you all hard.

    GERDAU is a first class company. Leader in Lat. Am. steel market.
    With strong guidance, excelente management, run by GERDAU family owners.
    It is PROFITABLE, earns money every quarter, pays DIVIDEND.
    Debt is reasonable, under control and being reduced.

    Just because Oil price melt down, ou steel price fell some chunck ...
    That´s not reason to through GGB stock price to HALF OF ITS VALUE(from 6.00 to 3.00) in 3 months.
    At RIDICULOUS 44% of BOOK VALUE. P/E =8

    Only a complete stupid would sell at this low!
    STRONG STRONG BUY

    Sentiment: Strong Buy

  • http://seekingalpha.com/article/2751635-oversold-gerdau-interesting-value-in-the-steel-industry?app=1&uide=11453211&uprof=44

    Sentiment: Buy

  • 22,15 +2,4% just beginning to walk ...
    Be prepared the JUMP will be big, and soon, very soon.

    No sellers at all ahead .... who is silly enough to sell it now??

    STRONG BUY

    Sentiment: Strong Buy

  • When all this confusion made by the japaneses is over.
    And Eguren or any TERNIUM management team, gets USIMINAS control again.
    There will make no diference if you bought TX at 24,00 or 22,00 or on lucky 20's.
    We'll rally to 30.00 as fast as an arrow. .... Keep looking.
    Be prepared for a 15%-20% rise in a single, ahead on next weeks

    STRON BUY

    Sentiment: Strong Buy

  • Who sold, or is selling TX at these absurd lows 22,00/24,00
    will regret very very hard. Like the ones who sold at low 16,00 in 2011 Nov.
    Remember TX acquire an strategical 10% stake in USIM3 that turns TX the major holder.
    With 38% of voting shares, much more than the japaneses (28%).
    And bought at really historical low low price R$12,00.

    The deal is positive for TX. Time to load up the truck with TX.

    Sentiment: Strong Buy

  • That's an excelent new beacuse:

    1- TX is now the major holder surpassing prior Nippon Steel
    2- TX affirmed tha will not break relations with Nippon. For sure they will overcome this incident and
    recover the excelent management tha Mr. Eguren(TX) was doing in Usiminas.
    3- TX is acquiring an strategical 10% stake for 12,00 ONE THIRD!! of the the 36.00 price paid in 2011.
    Lowering significantly its average price.
    4- Techint acted extremely fast, with a tremendous confidence. Showing very strong GUIDANCE.
    Deciding this R$600 MI deal in one week !! And taking all actions needed to restabilish its board
    and recover the agreement with the japaneses.

    Market always get too afraid when companies acquire others paying a bit more than bursatil price.
    When TX bought Usim first 27% stake on 2011 it dropped to 15,10 and then 2 years after picked 33,00!!
    Now it's the same, some weak hands investors giving out at low 23. Will regrete ver soon.

    Opportunities like these are for load up the bag, buy as many as you can ... See you later

    Sentiment: Strong Buy

  • NEW YORK (TheStreet) -- Ternium (NYSE:TX) has been upgraded by TheStreet Ratings from sell to buy. The company's strengths can be seen in multiple areas, such as its solid stock price performance, impressive record of earnings per share growth, revenue growth, attractive valuation levels and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company shows regular operating cash flow
    The stock has not only risen over the past year, it has done so at a faster pace than the S&P 500, reflecting the earnings growth and other positive factors similar to those we have cited here. Looking ahead, unless broad bear market conditions prevail, we still see more upside potential for this stock, despite the fact that it has already risen over the past year.
    TERNIUM SA -ADR has improved earnings per share by 15.2% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past year. We feel that this trend should continue. During the past fiscal year, TERNIUM SA -ADR increased its bottom line by earning $2.32 versus $0.72 in the prior year. This year, the market expects an improvement in earnings ($3.15 versus $2.32).
    Despite its growing revenue, the company underperformed as compared with the industry average of 4.7%. Since the same quarter one year prior, revenues slightly increased by 0.6%. This growth in revenue appears to have trickled down to the company's bottom line, improving the earnings per share.
    The current debt-to-equity ratio, 0.37, is low and is below the industry average, implying that there has been successful management of debt levels

    Sentiment: Strong Buy

  • Earnings out, excelent.
    P/book= 0.78
    Forward PE = 5.9 !!
    EBTIDA 40% bigger over 2013
    Target Price Estimate = 18 ,60. It is a TRIPLE upside
    ... Time to load in. No brainer STRING BUY

    Sentiment: Strong Buy

  • Investments will flow to Mexico, what is positive to Ternium

    Meanwhile, the Mexican government hopes the nation's economy will grow nearly four percent this year and is looking forward to attracting significant investment due to a string of economic reforms passed by President Enrique Pena Nieto.

    During meetings in Davos last week, multinational companies PepsiCo Inc (PEP.N), Nestle SA (NESN.VX) and Cisco Systems Inc (CSCO.O) announced major investments in Mexico that together totaled more than $7 billion.

    Sentiment: Buy

  • 30.00 to 45.00, 50% in a few months

    Sentiment: Strong Buy

  • Very funny to see some ex-share holders, trying to force stock price down.
    In hopes of buying it back at this ridiculous cheap price ...
    Pure waste of time and money. TX projects in Mexico and Central America will boost earnings.
    And noone else will be able to hold price down. ... Buy! Wait and see U$45,00 very short time

    Sentiment: Strong Buy

  • They are colecting huge lots a 13.10. Stabilizing the stock price around 13.10
    Once the markets pass these hard days, they will swallow wvwey little seller that
    show off in the bid side ... It's BUY and WAIT. Very soon we will see this back to 15.90

    Sentiment: Strong Buy

  • optitrex by optitrex Dec 11, 2013 2:13 PM Flag

    Brazilian politics preparing a new way to steal even more billions of this company
    That used to be biggest Brazil's jewell. Stay away, it is not worth. Will hurt hard

    Sentiment: Sell

  • Market expected: Gasoline +6% Diesel +8% and clear ruels for price adjustment
    They got : Gasoline +4% Diesel + 6% and NOT YET any price adjustment policy

    Sincerely, it is not MOTIVE for a stock ALREADY BLOODY BLOODY CHEAP, to fall even more 11%!!!
    We all know that government price control in Petrobras is avoiding us to gain tons on EARNINGS.
    But EVEN SO, Petrobras is PROFITABLE, and will a bit more with this 4%-6% price increase.
    Petrobras: PE=7.3 P/E (fwr)= 6.45 P/BOOK=0.55 P/SALES=0.63
    It's a estate owned will NEVER bankrupcy.
    It is afantastic company with enormous growth potencial, tha UNFORTUNATELY is being robbed
    by the current government.... At these levels I think it is an escelent buy & hold idea

    Sentiment: Buy

  • Buyers swallowed 50k right now at 27.90
    Tomorrow this puppy will FLY!
    US$30.00 Tomorrow or in 2,3 days

    STRONG BUY

  • Smart Money swallowing big lots at discounted prices
    Before the next big rally. It's turning UP right now
    Over 30's in SOME DAYS! Load up. Strong Buy

    Sentiment: Strong Buy

  • No bad news, no possible reason that could justify the drop
    Only the entrance of new smart money at DISCOUNT.
    Now, I am sure 30.00 on the way.
    The -6% of today will be the +24% of the next 2 weeks.

    "A frog always seat, before junping"

    Sentiment: Strong Buy

  • Whatch out!! DIEGOEDGARDO is posting FALSE INFORMATION about TX.
    IGNORE his posts, otherwise you will loose big
    - TX has extremely HEALTHY FINANCIAL SITUATION, and obviously is NOT bankruptcying!!
    - TX WAS NOT downgraded by Bofa, OPOSITE. It was UPGRADED by Morgan Stanley, 2 weeks ago

    TX IS A STRONG BUY

    Sentiment: Strong Buy

TX
21.04+0.42(+2.04%)Apr 24 4:02 PMEDT