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Tony Taccone

A strategy consultant to steel companies for 20 years and a founding partner of First River Consulting, a strategy consulting boutique. Follows the steel industry globally and proudly admits to being a steel nerd.

Posts by Tony Taccone

Q2 earnings season

July 31, 2012

Q2 2012 earnings season is well underway.  Below are links to the press releases for companies we track in the Nerds of Steel earnings spreadsheet.  Not all have announced results but most have. AK Steel link ArcelorMittal link Commercial Metals link Nucor link POSCO link SSAB link Steel Dynamics link EBITDA per ton performance was […]

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Q1 2012 earnings and EBITDA per ton

June 1, 2012

Well I completely missed the first quarter earnings season, for which I apologize.  However, the Nerds of Steel earnings spreadsheet is now up to date with the latest EBITDA per ton for most of the major steel producers operating in the North American market.  I’ve also added some mills that we hadn’t been covering – […]

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Essar Algoma, Gerdau. and Ternium 2011 earnings

February 23, 2012

More earnings have been reported since my last post.  See links to the latest earnings releases below. Essar Algoma earnings release Gerdau SA earnings release Ternium earnings release As usual, Ternium posted strong results.  The company’s full year 2011 EBITDA per ton was $172, by far the highest among the companies we track in the […]

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ArcelorMittal 2011 results

February 10, 2012

ArcelorMittal released Q4 and full year 2011 financial results this week. The English version of the press release can be found here.  EBITDA per ton in Q4 was $75, the highest number recorded so far among the companies we track in the Nerds of Steel earnings spreadsheet.  For the full year, ArcelorMittal generated EBITDA of […]

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Q4 2011 results for AK, Nucor, SDI, and US Steel

February 3, 2012

Sorry for my tardiness but Q4 results have started being released.  Below are links to earnings announcements for the first four North American steel companies to release Q4 earnings. AK Steel earnings press release Nucor earnings press release Steel Dynamics earnings press release US Steel earnings press release EBITDA per ton dropped in Q4 relative […]

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ArcelorMittal and Gerdau report Q3 2011 financial results

November 15, 2011

More results have been reported and recorded in the Nerds of Steel earnings spreadsheet.  See links to earnings releases for ArcelorMittal and Gerdau. ArcelorMittal Q3 2011 earnings press release Gerdau Q3 20110 earnings release As has been the pattern among companies we follow, both companies reported a decline in Q3 2011 EBITDA and operating income […]

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