Posted by moneySIFU > 2016-10-22 11:53 | Report Abuse

谢谢天师的分享，钢铁行业正在朝着非常正面的发展，这两个月的波动只是大涨潮的前夕，建议大家回顾过往的历史，开始的涨价只是开胃菜。

Posted by moneySIFU > 2016-10-22 11:56 | Report Abuse

看看几年前的产业股，前两年的出口股，500%的股票价增长随处可见

Posted by probability > 2016-10-22 12:42 | Report Abuse

Remember so many Steel companies were planning for expansion due to growing demand locally before their plans were crushed by China's dumping....China could only hurt others while hurting itself...it cannot be sustained.

They can only suppress these forces for a while.

Posted by 张天师除妖 > 2016-10-22 13:42 | Report Abuse

谢谢你，钱师父，我因为你的介绍而买了不少Mycron 和 CSCSteel，很期待他们接下来的表现。

Posted by 张天师除妖 > 2016-10-22 14:04 | Report Abuse

Mycron的买入价是八毛三，CSCSteel是一块九，最近下调的时候看你买，所以才有信心跟着进。

Posted by probability > 2016-10-22 15:12 | Report Abuse

http://www.theprospectgroup.com/azlan-abdullah-ceo-mycron-steel-8923/

850,000 ton of CRC were imported 5 years ago...cant imagine the opportunity to capture local market share now.

Especially now that they can use higher quality HRC - iron ore based to produce High End CRC..

Posted by moneySIFU > 2016-10-22 16:48 | Report Abuse

Thank you for sharing your finding, probability, you can always find something that I didn't see :)

Posted by moneySIFU > 2016-10-22 17:07 | Report Abuse

Finished reading, old news but very helpful in giving clear picture on how CRC industry work. That's how we should do when come to investment, not only rely on figures but also on other business aspects.

Posted by probability > 2016-10-22 17:16 | Report Abuse

ha ha..$$-sifu...this is the advantage of the internet world...information at your finger tips!

One should really read & make use of this advantage to the fullest...i think you agree on this as you have rightly said in your profile:

"Read as much as possible on all reports & news & carefully make your own judgement"

Posted by 张天师买股票 > 2016-10-22 17:25 | Report Abuse

两位师父，你们无私的分享和真诚讨论总是能让我大开眼界，为我打开另一个层面的知识领域，谢谢你们，感恩。