Just saw that an EVP at Century Aluminum dumped 2.3M worth of shares back in late February. Gunnar Gudlaugsson sold 43k shares, which was actually his biggest single sale since early 2024. Still holding 136k shares though, so not like he's completely bailing.

What's interesting is the timing - this was right around when they announced that big deal with Emirates Global Aluminum to build the first domestic smelter in the US in like 47 years. Century's getting a 40% stake in it, which should be huge for them given how much aluminum the country imports.

The stock's been absolutely ripping. Up 150% last year and another 30% already in 2026 as of late Feb. Aluminum demand is crazy right now, and with the new tariffs making imports more expensive, domestic production suddenly matters a lot more. Could be why the EVP took some profits off the table - sometimes insiders sell when things are running hot, not necessarily a red flag.

Anyway, interesting to watch how this aluminum push plays out. The jobs angle alone (estimated 1000 new positions) makes it feel more than just a market play.