Sorretademammata

3 posts

Posts (3)

Sorretademammata TX 1 year ago #2

@Mike
And this article does not mention valuation multiples and dividend that will increase substantially!
Good read, especially reminding the positive FCF changes that are coming as Pesqueria construction ends.
Also, key is that 40% imports in Mexico: pleanty of market for Ternium to capture.
IMO it’s going much higher ?