ENTITY
Cleveland-Cliffs Inc

Cleveland-Cliffs Inc (CLF US)

21
Analysis
MaterialsUnited 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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27 Sep 2021 13:10Syndicated

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...

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14 Sep 2021 09:13Syndicated

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...

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09 May 2021 13:03Syndicated

Cleveland-Cliffs Is A Long-Term Buy, But Don't Get Caught In The Short-Sighted Mania

As a long-term investor in Cleveland-Cliffs with cost basis in mid-single digits, I remain committed to my investment thesis. The previously...

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28 Nov 2019 17:36

Australian Material: FMG - Too Rich Compared to Its Peers?

Fortescue Metals (FMG AU), an Australian pure-play iron ore producer, has returned nearly 130%, whilst LSE listed Ferrexpo Plc (FXPO LN) is trading...

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bullishFerrexpo Plc
04 Jun 2017 18:10

FXPO: Geopolitical & Balance Sheet Risks Overblown; Deep Discount Provides Buying Opportunity

Initiating coverage of Ferrexpo Plc (FXPO LN) with a target of £2.10/sh. Markets are unduly concerned about the geopolitical risks and balance...

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