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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

Quarterly financial results

November 14, 2007

Here is a spreadsheet with operating income and EBITDA per ton by company.  My intention is to continue adding companies and to keep this up to date as future results are released.  EditGrid Spreadsheet by user/nerdsofsteel.

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EBITDA/Ton

October 25, 2007

EBITDA ($/Ton) for the first 9 months of 2007. This was created using fusion charts.  I may update this in the future but I think it probably makes more sense to create a shared spreadsheet to track quarterly results.

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Nucor EBITDA/Ton

October 19, 2007

Looks like Nucor’s EBITDA per ton in 2007 will be similar to the last few years and much higher than it was in any year prior to 2004.  This is the new steel industry!

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Top global steelmakers

September 4, 2007

Here is a list of the top steelmakers in the world, as measured by crude steel production, from 1988 to 2006.  iisi-top-steelmakers-1988-to-2006.pdf

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The “Next Billion” SBB article

September 4, 2007

“Next Billion” countries help maintain steel demand The strong intensity of steel use in some of the world’s most dynamic economies – many benefiting from high oil prices – “may be more influential” in maintaining global steel consumption growth rates at 6-7%/year than aggregate demand in Brazil, Russia and India, according to Peter Hickson of […]

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US Steel’s acquisition of Stelco – what did US Steel pay?

August 27, 2007

The attached spreadsheet has a quick analysis of what US Steel paid, in total and $/ton of capacity. Most news reports seem to include only the cost of Stelco equity, this spreadsheet adds in the assumed debt. stelco-acquisition.xls

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