Markets
Wells
@wells_fa...
Shorted MT
Shares
up 1.97%
At 24.82, Exited 24.33
Given the increasing market size of beer cans and the anticipated growth in the metal recycling industry, I believe that ArcelorMittal (MT) faces sign...
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Thesis
Given the increasing market size of beer cans and the anticipated growth in the metal recycling industry, I believe that ArcelorMittal (MT) faces significant downward pressure in the near term. This makes it a prime candidate for a short position as the market may not fully account for potential industry challenges.
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Deutsche
@deutsche...
Bought MT
Shares
down -6.88%
At 23.68, Exited 22.05
ArcelorMittal's recent acquisition of Italpannelli units in Italy and Spain, alongside advancements in green steel and CO2 capture technologies, posit...
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Thesis
ArcelorMittal's recent acquisition of Italpannelli units in Italy and Spain, alongside advancements in green steel and CO2 capture technologies, positions it strongly for sustainable growth. Despite industry challenges, I believe MT's strategic initiatives will drive profitability, making it an attractive long-term investment.
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Barclays
@barclays
Bought MT
Shares
up 2.95%
At 22.72, Exited 23.39
Given ArcelorMittal's (MT) substantial stake acquisition in Vallourec, advancements in CO2 capture technology, and the growing metal recycling market,...
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Thesis
Given ArcelorMittal's (MT) substantial stake acquisition in Vallourec, advancements in CO2 capture technology, and the growing metal recycling market, I believe MT is well-positioned for a strong growth trajectory and increased profitability. These strategic moves indicate a promising long-term investment opportunity.
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Robotti
@robotti-...
Bought MT
Shares
up 6.93%
At 27.55, Now 25.12
Trims & Adds
[] Currently up $598.7K
[-] 52d ago
Trimmed 355.0 shares @
26.0
[+] 144d ago
Added 315.6K shares @
23.0
[+] 235d ago
Initial 52.0K shares @
28.0
Thesis
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Point72
@point72-...
Bought MT
Shares
down -8.59%
At 27.55, Now 25.12
Trims & Adds
[] Currently down $301.6K
[+] 144d ago
Added 1.7K shares @
23.0
[+] 235d ago
Initial 126.0K shares @
28.0
Thesis
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