Alcoa: AA...what does the board think?

how does Blue Horseshoe feel about it?


in all seriousness.. the interaction I have with Alcoa, Carpenter, Nucor, etc has been nothing but negative since these tariffs went into effect

Lead times have doubled, sometimes tripled, and the general consensus from metal distributors is that the mills don't care if their production times are shite

Also the tariffs were supposed to raise the price of foreign steel to make US steel more attractive, and then the US mills just used that as an excuse to raise their prices to match the foreign material

It is interesting to see how the tariffs have impacted Alcoa vs Arconic (personally, I hated the split from the get-go, but it seems to be working much better for the rolling side).

quote:

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It has jumped 12% since I posted the original question on Tuesday.

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Now it's up 28% since originally asked on 9/3.