Thursday, August 16, 2012

Schuff International -- Steel Fabrication

This stock is mispriced. It must surely be worth at least 5x the current quote.


There is a discussion of it at this excellent site.


Disclosure: No position.

6 comments:

  1. Thanks for posting this, that's a REALLY interesting situation. What's even better is the price has drifted lower since the post. They had a loss in 2011, but for the bottom of the cycle this isn't really unexpected. I need to do some more work on this one, but it seems there's a lot of upside here.

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  2. Has anyone seen any financials on SHFK past 12/31/11?

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  4. Thanks for posting this. Do you have an updated version of the stock prices. I'm also investing on steel fabricators in the Philippines.

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  5. We all know that iron and steel industries are the backbone of any process of industrialization. Steel and iron are the primary ingredients in any industry. Steel is an alloy of iron and carbon as well some other elements like sulphur, phosphorus and silicon, oxygen and manganese in smaller quantities. Carbon when mixed with iron acts like a hardening agent making steel harder and more durable. However, only 2% carbon is added to iron in order to make steel for greater the amount of carbon more brittle will steel become. Steel is created by removing oxygen from iron ore and carbon is used to link oxygen. Iron is heated at 910 degrees Celsius, then water or oil is used for quenching and finally oxygen is removed. During removal of oxygen carbon fuses with iron to create the final product, which is steel.

    steel fabrication supplier singapore

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