Metallus: Defense Demand Is Real, But Margins Still Need Proof (NYSE:MTUS)
· seekingalpha.com
Metallus (MTUS) stock: Buy case on strong Q2 demand, pricing gains, and a solid balance sheet. Click to read my analysis for more about the pros and cons of this stock.
Not all steel companies are worth analysis, because the thesis most of the time leads to cycles and margins collapsing at the same time. But I have found Metall...