Heidelberg Cement
HDELY>>>> $11.30
Van these guys aren't very good-- USE TX.
Cement uses a lot of energy their margins will be cracking. This is a terrible company anyway chronic under performer.
Follow me here-- I will guide you.
Nov of 2021-
HeidelbergCement upgraded to Buy from Hold at Societe Generale 11/15/21 HDELY Societe Generale analyst Xavier Marchand upgraded HeidelbergCement to Buy from Hold with a price target of EUR 75, down from EUR 77. The 18% decline in the stock price and the underperformance relative to heavy side peers has been driven by the "unprecedented" rise in energy costs, but with those costs and freight rates showing signs of stabilization, the downside is now more limited, the analyst tells investors in a research note. Marchand adds that HeidelbergCement's pricing could also "surprise positively".
If they had trouble then with energy costs what now-?
HDLEY>>> $12.30
Just like a penny stock Stoney, it doesn't take much>>>>
up 10% since mention.
When the dust settles in Ukraine, someone is gonna have to supply the raw materials to rebuild it.
You were worried about their energy costs, as mentioned in their last report, but here's the bottom line with companies like this Stoney... they raise their prices. As do their competition. I mean they have to.
So, cement costs more to make... guess what...
then it costs more to buy.
Pretty simple. Margins stay the same, that's the beauty of capitalism and competition.
What your missing here is... (aside from a little forward vision

)... the change is in the the top line revenue #'s.
The growth.
That's when a stock rises. >>>Duh.
Now you can say it's only temporary, but by comparison, the US going green is littered with "only temporary" for a myriad of companies whose stock has ran on nothing more than hype, pumps, and "news".
Either way.... The Savant delivers once again.
It was the volume spike that put it on my radar.
Winner winner... chicken dinner.
Disclosure:
NO POSITION
...only ideas