Is BlueScope Steel the cheapest listed steel company in the world?
Sandon Capital believes BlueScope Steel Limited is today the cheapest listed steel company in the world. As part of our analysis, we ask five questions: Should Australian steel-making be mothballed? Does the global building solutions business belong in the portfolio? What capital management could the company undertake? Does surplus land at Western Port in Victoria have a higher value use? And finally, could the North Star joint venture be worth more to another owner? To learn more about our investment thesis, download our full presentation (VIEW LINK)
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Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also provides advisory services to shareholders seeking to implement activist strategies. Gabriel is chairman of Sandon Capital Investments Limited (ASX:SNC), non-executive director of Mercantile Investment Company Limited (ASX:MVT) and Chesser Resources Ltd (ASX:CHZ) and is a non-executive director of Future Generation Investment Fund Limited (ASX:FGX). He was previously a non-executive director of RHG Limited and chairman of Armidale Investment Company Limited.
Sandon Capital
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...
Expertise
Sandon Capital
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...
Expertise
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