Christoph Aublinger
Long only, value, commodities

Voestalpine: Best Steel Pick In Europe

(Editor's Note: Shares of the company trade with limited liquidity as VLPNF. Investors may consider the German listing under the ticker VAS.)

There is hardly any sector that is more linked to business cycles than steel producers. When economy grows steel is ordered in masses, while in difficult economic times demand decreases rapidly. These phenomena could also be observed in the ...

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