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Rockwood, US steel among a couple to benefit from today's Auto news.

|Includes: AKS, BG, BHP, BVN, CF, DDAIF, F, FCX, GLD, GM, GOLD, HMC, MOS, MT, MTL, NEM, NSANY, NTR, NTR, RIO, Rockwood Holdings, Inc. (ROC), RS, SIL, SIVR, SLV, TM, TTM, X

I am anticipating a big earnings beat by Rockwood because I believe its current estimates are too low based on the numbers reported today by the Auto industry:

ROCKWOOD (NYSE:ROC) has a Specialty Chemicals segment offers lithium compounds and chemicals; metal surface treatment chemicals, including corrosion protection/prevention oils; synthetic metal sulfides; and maintenance chemicals. This segment serves automotive pre-coating metal treatment and car body pre-treatment, steel and metal working, life sciences, polymerization initiators for elastomers, steel and metal working, batteries, disc brakes, and aircraft industries.


Today the Auto Industry reported :

Hyundai Motor America reports November sales increased 45% y/y to 40,723 units

Audi reports November U.S. new sales increased 37.5% to 9,365 vehicles

Nissan Motor reports Nov North America Sales increased 26.8% to 71,366 units

Toyota Motor reports US Nov sales decreased 7.3% y/y to 129,317 units

Mazda North American reported Nov sales increased 7.4% y/y to 15,304 vehicles

Mercedes-Benz USA reported November sales volume increased 13.3% to 19,037

Ford Motor November sales up 24% ; gains across full vehicle portfolio - cars, utilities and trucks

Volkswagen AG increases November sales 24.2% YoY

Honda Motor: American Honda Motor reports November sales increased 16.1% y/y to 89,617 vehicles 

BMW Group in the U.S. reported November sales increased 27.1% y/y to 22,883 vehicles

(Now we know why Rockwood was able to raise its Lithium compounds by 8% on Oct. 1st, 2010 because the demand was there to support higher prices)