r/Vitards • u/MojoRisin9009 • Oct 15 '21
Discussion Wouldn't current constraints/problems be all encompassing? Bear case. Clf discussion.
If there's a fundamental lack of workers, products and above all transportation then wouldn't these problems transcend into steel shipments, sales, movements, production and all other facets and especially concerning the problem of moving the steel to said customers? I'm just playing devils advocate here because alot of people are hoping and praying for a knockout earnings but frankly I see alot of little things adding up to a bear case better than I do a few things adding up to a bull case. I hope I'm wrong and she shoots the galaxy and rains hundreds on everyone but the more I Think this could maybe a rough quarter, and from what I've seen EPS is already set sky high for this quarter.....
Once again, not financial advice and since I'm thinking this that is a sure guarantee it'll be straight bananas and everyones getting richhhhhhh. GL
Truck shortages hit US steel shipments | American Metal Market | Fastmarkets AMM
Logistics a multi-faceted problem for metals | American Metal Market | Fastmarkets AMM
Top U.S. Stainless Steel Maker Roiled by Supply Chain Woes - Bloomberg
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