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Cleveland-Cliffs Inc (CLF US)
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United States
Cleveland-Cliffs Inc. is an American iron ore mining company. The Company supplies iron ore pellets, lumps and fines to blast furnaces in the global steel industry. Cliffs is in the process of expanding its customer base to Electric Arc Furnaces.
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bearish
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Cleveland-Cliffs Inc
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24 Aug 2023 09:47
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Syndicated
Cleveland-Cliffs: Consolidation At Any Cost Comes With Strings Attached
Cliffs continues to underperform its peers, I outline some important red flags associated with the company's acquisition spree. I remain sceptical...
Vladimir Dimitrov, CFA
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444 Views
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bullish
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Goldlion Holdings
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05 Dec 2022 09:23
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Syndicated
Closing Some Idea's
In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...
Turtles all the way down
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348 Views
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bearish
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Cleveland-Cliffs Inc
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19 Nov 2021 19:32
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Syndicated
Cleveland-Cliffs: Proceed With Caution
Cleveland-Cliffs has been one of the greatest transformation stories, returning 150% since my first bullish thesis in 2019. Strategic capital...
Vladimir Dimitrov, CFA
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298 Views
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bearish
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Cleveland-Cliffs Inc
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27 Sep 2021 13:10
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Syndicated
Cleveland-Cliffs, Pioneer Natural Resources, Tourmaline Oil: Too Much Commodity Exposure
Whenever I get a bit too interested in macro economics I see it as a signal that I need reduce my commodity exposure. I wrote short write-ups on...
Turtles all the way down
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155 Views
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bullish
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Cleveland-Cliffs Inc
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14 Sep 2021 09:13
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Syndicated
Cleveland-Cliffs
Trading at 10-12x FCF, debt free and ~10% ROIC at 2019 steel prices. 2019 steel prices were reflective of past decade average. Likely trading at...
Turtles all the way down
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