The anticipation of a strong Q4 for Friedman Industries is based on two key factors: a substantial increase in HRC prices and a slight increase in sales volume compared to Q3. Higher HRC prices can significantly improve margins, which is a positive indicator for profitability. Additionally, an increase in sales volume, even if slight, suggests growing demand for the company's products. Both factors combined indicate a positive outlook for the company's financial performance in Q4 FY2024, likely leading to a positive impact on the stock price in the short term.