Thursday, July 26, 2007

We Are Adding Haynes Int'l To Our List

Haynes International has an agreement with Titanium Metals and we are very bullish on Titanium at this time. We are hearing that more and more components of the Airbus and Beoing 787 will be made from Titanium. TIE, ATI and HAYN will all benefit from this aerospace Ti boom over the next several years.

ATI - Conference Call

This is a good call that talks about the ongoing Boom in Titanium.
Titanium is used in many many aspects of the new Boeing 787 and Airbus Commercial Planes! Click: To Hear Call

Tuesday, July 24, 2007

Alcoa News - New York Times

Click: Did BHP make an offer on Alcoa? A Source Says Yes.
.........

Some in the mining industry maintain that BHP is the only company with the means to buy Alcoa, probably in the $50 billion price range, given Rio Tinto’s offer for Alcan.

Mr. Meyer, however, said it might be possible that two other huge companies — Anglo American, the diverse South African-founded conglomerate now based in London, or Companhia Vale do Rio Doce of Brazil, which bought the Canadian nickel company Inco last year — may also have designs on Alcoa.

On Monday, the Brazilian company announced plans to build an alumina refinery in the northern part of the country with Hydro, a leading Norwegian producer of aluminum. It said in a statement that it had “strategic focus on bauxite and alumina.”

Representatives of Alcoa and BHP both declined to comment, although reports last week from Australia suggested that BHP was not interested in bidding for Alcoa.

But an executive with knowledge of Alcoa’s strategy, who spoke on condition of anonymity, said the company received a buyout offer, most likely from BHP.

The timing remains the unknown.

More Insider Buying On Titanium Metals - TIE

Click: To See The Filing

Phantom Shares - By Bloomberg

A Special Report Detailing Naked Short Selling On Stocks - A Harsh Reality
Click: For The Report "Phantom Shares" Part 1
Click: Part 2
Click: Part 3

Classic Manipulation Before A Buyout

Ryerson Agrees to $1.06B Buyout At $34.50

See the news? Now go see the last 10 day chart and 2 month chart on RYI and you will see that this stock was "gamed" (alledgedly) going into the last few days before an announcement that was released today . Negotiations started in February. Why? To get a better price I'm sure. What's your take?

Monday, July 23, 2007

Alcoa's CEO Belda Sells Stock

He welcomed bidders to Alcoa at $60 and files to sell a huge blocks of shares? Why? What is he up to now? Click: To See Filing

Carlos Slim's America Movil Keeps Running - AMX

MEXICO CITY (Dow Jones)--Mexican stocks closed higher on Monday, led by gains in U.S. equities and shares of local heavyweight America Movil (AMX). The stock closed up $2.32 today.