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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

AHMSA and Ternium Q3 results

November 8, 2011

Two more North American steel companies have reported Q3 2011 financial results.  Links to the earnings’ announcements appear below. AHMSA’s quarterly results page Ternium’s quarterly results are here Like other companies followed in the Nerds of Steel earnings spreadsheet, AHMSA and Ternium both achieved lower EBITDA per ton in Q3 than in Q2.  AHMSA saw a big […]

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AK, Posco, and US Steel Q3 2011 results

October 25, 2011

Third quarter 2011 financial results for three more companies have been added to the Nerds of Steel earnings spreadsheet.  Links to each company’s results can be found below. AK Steel Q3 2011 results Posco Q3 2011 earnings release can be found here US Steel’s Q3 2011 results All three companies reported lower EBITDA per ton […]

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Nucor and SDI report Q3 2011 results

October 21, 2011

Nucor and Steel Dynamics reported Q3 financial results this week.  Links to each company’s press release appear below: Nucor Q3 2011 earnings release Steel Dynamics Q3 2011 earnings release Both companies reported lower EBITDA per ton than was reported in Q2.  Steel Dynamics’ EBITDA per ton (based on all shipments, including steel and scrap) was […]

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Ternium and Gerdau Q2 2011 financial results

August 4, 2011

This week Ternium and Gerdau announced Q2 earnings.  See links to each company’s press release below. Ternium press release Gerdau press release As expected both companies’ results improved relative to Q1.  Ternium reported EBITDA per net ton of $190, up from $164 in Q1.  Again one of the better numbers achieved among companies tracked in […]

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ArcelorMittal and AHMSA report Q2 2011 results

July 27, 2011

Two more companies have reported Q2 2011 financial results.  See links to their respective press releases below. ArcelorMittal press release AHMSA press release ArcelorMittal’s results improved over Q1.  EBITDA per ton rose to $139 from $106.  AHMSA, which is new to the Nerds of Steel earnings spreadsheet, also reported improved results.  EBITDA per ton rose […]

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AK, US Steel, and Posco Q2 2011 results

July 26, 2011

The next wave of Q2 earnings results are in.  Below are links to the latest results of companies tracked in the Nerds of Steel earnings spreadsheet. AK Steel’s Q2 earnings release US  Steel’s Q2 earnings release Posco’s Q2 earnings presentation All three companies reported improved performance in Q2.  AK Steel’s EBITDA per ton rose from $55 in Q1 […]

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