Cleveland-Cliffs Inc. diskutieren
Cleveland-Cliffs Inc.
WKN: A2DVSM / Symbol: CLF / Name: Cleveland-Cliffs / Aktie / Metalle & Bergbau / Mid Cap /
16,31 €
1,47 %
(Vom Mitglied beendet)
Alles wird steigen
Nach dem Verfall der letzten Tage werden die guten Aktien alle steigen
(Vom Mitglied beendet)
ValueFreak stimmt dem Sentiment von 'Sell' nicht zu
ValueFreak stimmt am 21.10.2018 dem Sell-Gesamtsentiment mit dem Kursziel 10.1$ nicht zu.
CEO im Knatsch mit Analysten - die fundamentale Situation ist aber gut.
(Vom Mitglied beendet)
ValueFreak stimmt dem Sentiment von 'Sell' nicht zu
ValueFreak stimmt am 04.04.2019 dem Sell-Gesamtsentiment mit dem Kursziel 10.3$ nicht zu.
Hier ist was drin, da die derzeit hohen Eisenerzpreise viel Geld in die Kassen der Firma spülen. Mir scheint, dass das noch nicht vollständig eingepreist ist.
Sell Cleveland-Cliffs Inc.
... As CLF Seeking Alpha advocate Rick Jensen has pointed out, CLF’s profit drivers are changing from old models of ‘coil and plate’ to a complex of HBI, UHSS/AHSS and custom recipes.
What are these products?
HBI is a compacted form of direct reduction processes that produce Direct Reduced Iron (DRI). Direct reduction reduces iron ore to iron, taking iron lumps or pellets and treating them with a reducing gas or elemental carbon.
“HBI” stands for hot-briquetted iron, a variation or subset of DRI.
Whichever reduction method is employed, the result is the burning of oxygen in the ore. The ore becomes metallic iron, which is then turned into steel using EAF (electric arc furnaces) or by another means. ...
https://seekingalpha.com/article/4412086-cleveland-cliffs-stock-remarkable-transformation
https://seekingalpha.com/article/4412086-cleveland-cliffs-stock-remarkable-transformation
Kursziel geändert auf 23,0
ValueFreak hat das Wertpapier Cleveland-Cliffs Inc. in seinem Wikifolio Glueck auf gekauft.
Hohe Stahlpreise wirken stützend.
Cleveland-Cliffs Stock: Why I'm Loading Up After The 16.5%-Drop
Summary
- Despite a significant drawdown over the last month, I see several reasons why the stock may bounce off its current support level and show good returns in the medium term.
- We are once again in a situation where the rise in prices for the main products for the company outstrips the growth of its stock due to the sharp fall.
- Iron ore prices will sooner or later creep up due to the liberated demand from China - the country will have to grow, and without iron ore, it is simply (impossible???).
- We are likely to see the impact of elevated steel prices in 3Q 2021 - the quarterly report is expected to be quite strong.
- Based on the above, I recommend holding CLF and buying on the drawdown, decreasing the average purchase price.
Kursziel geändert auf 30,0
Cleveland Cliffs ist heute 2-stellig im Plus an der Börse. Vor 3 Tagen hatte die Firma die vorzeitige Rückzahlung einer Anleihe mit vorhandener Liquidität bekanntgegeben
https://www.nasdaq.com/press-release/cleveland-cliffs-to-fully-redeem-its-9.875-senior-secured-notes-due-2025-2022-03-21
https://www.nasdaq.com/press-release/cleveland-cliffs-to-fully-redeem-its-9.875-senior-secured-notes-due-2025-2022-03-21
Cleveland-Cliffs Inc. (NYSE: CLF) announced today that it has instructed the trustee to provide notice of redemption for the entirety of its remaining $607 million aggregate principal amount of outstanding 9.875% Senior Secured Notes due October 2025. Pursuant to the terms of the Notes and the Indenture governing the Notes, the Company expects the total payment to holders of the Notes including the redemption premium to be approximately $677 million, plus accrued and unpaid interest, if any, to, but not including, the redemption date, which is expected to be on April 20, 2022. The Notes will be redeemed with available liquidity. The cash interest associated with these notes is approximately $60 million per year.
Einschätzung verlängert.
Buy mit Kursziel 30,0
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