RoyalPittsburgher Posted - 11 hours ago

@DonCorleone77 why do these companies keep putting such a premium on $CLF versus $X, $NUE, and $STLD? Cliffs will be lucky to make $1.00/share this year, but a price estimate of $22? If the other companies were valued the same as Cliffs 2024 PE at $1/share earnings (average estimate is $0.76/share) , X would be at $64, NUE at $248, and STLD at $240 (based on 2024 analyst average earnings estimate). Just makes no sense to me, they have zero growth story right now, so why the premium???

DonCorleone77 Posted - 14 hours ago

$STLD Steel Dynamics initiated with a Hold at Jefferies Jefferies initiated coverage of Steel Dynamics with a Hold rating and $150 price target. The macro backdrop for the metals and mining sector has improved, mostly due to the resilience of the U.S. economy and potential for a metals-intensive fixed asset investment cycle in the U.S., the analyst tells investors in a research note. The firm says that while base metals miners should benefit from this improving demand outlook, U.S. steel producers may be the biggest beneficiaries due to emerging steel "megatrends." Jefferies put Buy ratings on Cleveland Cliffs (CLF) and US Steel (X) to reflect structural shifts in the U.S. steel markets. It put Hold ratings on Nucor (NUE) and Steel Dynamics (STLD) based on relative valuations, but expects the companies to benefit from longer-term structural shifts in the sector. The firm's overall positive view on the space is predicated on a "soft (or no) landing" in the U.S., noting steel is still highly cyclical.

People_Who_Hate_Shorts Posted - 5 days ago

$GWAV $FFIE $X $STLD $SINT We're close to getting the shorts to cover...

RoyalPittsburgher Posted - 5 days ago

@clfcomeback @SHFAR reasonable if steel prices stay strong, but I have a small gut feeling we're staying at current pricing levels, where $X, $stld, and $Nue can all make money. If I'm right and Cliffs makes no money during the typical "good" quarters (Q2 and Q3), I expect the stock to free-fall to $10-11/share. That's where my $15 offer comes in. The stock is currently priced for growth, but there is zero growth on the horizon that I can see. Who knows, I can be way off base, but I just don't see $25/share.

People_Who_Hate_Shorts Posted - 5 days ago

$GWAV "Recycling steel, rather than using virgin materials, cuts CO2 emissions by approximately 75% while utilizing approximately 70% less energy." This fits the narrative looking forward! Green is the way! $FFIE $X $STLD $SINT

StockInvest_us Posted - 6 days ago

Signal alert: $STLD - PivotPoint bottom https://stockinvest.us/l/ZOH2jlhU3T

StockInvest_us Posted - 1 week ago

Signal alert: $STLD - Oversold Trend Short (Undervalued) https://stockinvest.us/l/sII8RQXnmx

teamkochkw Posted - 1 week ago

$stld looks like a good stock bought today

SilverEagle Posted - 1 week ago

$STLD potential H&S short term top. Needs to hold 127.

Nosh Posted - 2 weeks ago

$STLD Added here...slowly building this one up...have one more add left to do if it goes to that $125 area which it does from time to time.

UncleStock Posted - 2 weeks ago

$FF $MLI $UFPI $STLD suggested for Basic Materials - value screen: https://zpr.io/nLjy2

ordas Posted - 2 weeks ago

$AQMS $SBSW $STLD $UMICY $WM

thatstooexpensive Posted - 2 weeks ago

$STLD NICE BOUNCE OFF SUPPORT

ApexSeidon Posted - 2 weeks ago

$STLD 115P STO 6/2026exp $447k 8.95 Avg

UncleStock Posted - 04/27/24

$PHM $STLD $LEN $FANG suggested for $GSPC US S&P 500 - Total Return - value screen: https://zpr.io/tubKC

jaydilks Posted - 04/26/24

$SPGP Really loaded with Energy and Industrials at the top. $FANG $MPC $STLD

UncleStock Posted - 04/25/24

$PHM $LEN $STLD $FANG suggested for $GSPC US S&P 500 - Total Return - value screen: https://zpr.io/tubKC

OptionRunners Posted - 04/25/24

$STLD May $135/$125 put spreads closed out 2,200 times for $4.50 this morning +105%

whisperthebull Posted - 04/24/24

$STLD no one with anything to say about this drawdown after good earnings?

Tonemizer Posted - 04/24/24

$STLD Looks like I may have hit the bottom yesterday for a start position.

khalidcep Posted - 04/24/24

$STLD Best among the steel company. this will pop pre market

mikekline Posted - 04/24/24

$STLD no revenue guidance? This will turn red soon

Stock_Titan Posted - 04/24/24

$STLD Reminder: Steel Dynamics Announces First Quarter 2024 Earnings Conference Call and Webcast https://www.stocktitan.net/news/STLD/reminder-steel-dynamics-announces-first-quarter-2024-earnings-7tcav922okec.html

milo0 Posted - 04/24/24

@KavaStocks $STLD looking good for another move up too imo will look into both

cubie Posted - 04/23/24

$STLD pop little despite $nue and $clf anyways 😵‍💫😅

cubie Posted - 04/23/24

@tonyctl @simon58 @mj_ryder @jargv @randydeansr @keywestave01 @kindness123 @TraderRapp @Pinkyj Simon $stld pop instead😅

Estimize Posted - 04/23/24

$STLD beats the Estimize EPS Consensus by 17c and misses the Estimize Revenue Consensus by $55.90M. Reports FQ1 earnings of $3.67 EPS a... http://www.estimize.com/stld/fq1-2024?utm_content=beat_or_miss&utm_medium=tweet&utm_source=stocktwits

khalidcep Posted - 04/23/24

$STLD Great company with great earnings. Solid as rock. Tomorrow it will be flying

mikesterz7 Posted - 04/23/24

$STLD Steel Dynamics reported Q1 EPS of $3.67, $0.16 better than the analyst estimate of $3.51. Revenue for the quarter came in at $4.7 billion versus the consensus estimate of $4.74 billion. Outlook "We remain confident that market conditions are in place for domestic steel consumption to be strong throughout 2024," said Millett.

epsguid Posted - 04/23/24

$STLD reported earnings of $3.67, consensus was $3.54, Earnings Whisper was $3.55 via @eWhispers #whisperbeat http://eps.sh/d/stld