klaus kleinfeld, but i think the stock is about to get crushed, pun intended.a 30% move in the last three months off alcoa. yes, it is tied to the price of aluminum. 2012, the average price of the aluminum future was 2,000 a ton. last year in 2013, it was about 1700. so no matter how diversified they are, they're still behold on to the price of aluminum. at the end of the day, kelly, you cannot have this type of sustainable rally, 30% in three months, way too fast, way too quick. >> but jeff, you will acknowledge that -- >> if you look at the backlog -- >> go ahead, john. >> i was going to say, if you look at the backlog of the orders and who they're selling to, they're selling to boeing, ford. the engineer products division was driving the growth. the correlation has really broken down over the last two years. i think it's more tied to the airline index as well as the aerospace index. >> i'll give you that, but let me hop in for one second. you're seeing what happened to wa walmart. they had a $24 million bribery situation. this is the fourth largest ever. i t

let's talk to klaus kleinfeld. welcome back to "mad money". >> hello, jim. hi. >> all right, klaus, before we get to the fundamentals, there was big news about alcoa paying $384 million to resolve -- $1 million, to resolve a foreign bribery probe. does this put the whole thing behind you? and i'm sure some people would say, aha, that's why they didn't make the six cent share estimate. that is not the case, right? >> that is not the case, and it does put the whole thing behind us. and we welcome the settlement. we were able to negotiate a deal that we can pay this over four years and five installments, so this is what matters. we can now clear the road here and go forward with continuing the transformation of the company, and that's well underway. >> and my understanding is that you negotiated this. you were not part of what happened, but you were part of the solution. >> well, when the allegations came on, we heard about it in 2008. we immediately responded, worked with the authorities, put an independent community together, got outside resources to investiga

the gigantic aluminum company led by klaus kleinfeld has been making all the right moves.owing its higher value-added margin businesses, where it makes aluminum fasteners for airplanes, and it's been shutting down its more expensive facilities in order to become a lower cost premium producer. just last week, they shut down its facility in messina, new york, that produced 85,000 tons of high cost of aaluminum per year. and klaus has been preaching the idea of lightweighting, this notion that cars and trucks are using more aluminum, because it's so much lighter than steel, but basically just as touch. that means the more aluminum you use, the more gas mileage you can get out of a given vehicle. we know that they've totally embraced the concept. but i can see how the magnificent rally in the stock over the last week could be pretty confusing to you. remember back on january 9th, alcoa reported what it first claimed to be a disappointing quarter. the company missed wall street's earnings estimates and then it got pancaked. but if you actually bothered to listen to the conferen

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. >> which means a lot more klaus kleinfeld, you'll hear more as the year goes. loeb wants, cut the upstream, make it so they become the low-cost producer. they have a new plant coming online in saudi arabia. the lowest cost producer of aluminum. and lightweighting think about the word we heard from phil lebeau about ford motor that is uniquely about alcoa. 3 million screws in any new plane from boeing, alcoa. >> let's move on to planes and delta. >> okay, delta, this is one, you know, we have an extremely full plane, be sure that your overhead, you know, all that stuff, that's about delta. once again, delta -- by the way, lowering the cost of its -- getter better planes in that use less fuel. fuel has come down. they bought a refinery in a very kind of radical action. this is delta and northwestern, the country has been carved up and the justice department has blessed it. this is a precursor to a series of great quarts united continental will be good and southwest will be good and the standout i believe will be american airlines and the merger with us airways. y