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LMLYP

01/12/21 3:48 PM

#44 RE: deet49 #43

Smells like teen(s) spirit.

LMLYP

01/19/21 3:47 PM

#45 RE: deet49 #43

USAP reports 1/27 and we want smolten. There are some potential improvements in their end markets after negative gross margins were reported in (parts of?) 2020.

CB $6.25. I sold my $7.50 LIFO at $7.50. I may get a chance to buy again.

LMLYP

05/18/21 9:18 AM

#49 RE: deet49 #43

I should not have posted a 20% G/S percent position. That should be kept to oneself. Nobody cares.

Slim has a great macro story on steel and other metals, resources, natural and others. We're long USAP around $9.60.


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