You got a theme, ok, there could be worse themes I suppose, now you have to do some legwork.
But since you've been so nasty to me lately because I've had like 10 perfect timing calls in a row, unheard of across any social media outlet, the part where I do the legwork will now be replaced by me only providing guidance.
First of all, I'd read the transcripts of Inbev, Pepsi, Bud, etc. What did they say?
And if any CC would have addressed it in depth lol, it would be my favorite crazy CEO of FIZZ. They use a lot of cans.
So see if this came up in the cc's.
Now lucky for your theme, Aluminum like all the other metals has dropped nicely. I'm unfamiliar with the business. Do end users purchase and sign contracts for future dates? If so, and they signed when AL was at a top.... these can companies will make bank.
OR>>> are cans purchased on a just in time basis?
These are the questions you need to research.
I'd be willing to bet those can companies fire their smelters with natural gas.
That will sting.
But was it priced in?
again, back to the cc transcripts.
There's a lot to a theme Stoney.
Investing takes work.
Research.
Throw us some picks if you just want to fly by the seat of your pants.
Include the entry price.
That way I can return the nastiness when you're wrong.
IF... you're wrong.
I think it's a good theme... I really do.
But that said... have at it.
EDIT:
You do the homework yourself... and then bring it.
~vz
