Cleveland-Cliffs Inc. buy Subdi
Startpreis
11.04.21
/
50%
14,66 €
Kursziel
11.05.23
38,00 €
Rendite (%)
-9,48 %
Endpreis
11.05.23
13,27 €
Zusammenfassung
Diese Einschätzung wurde am 11.05.23 mit einem Endkurs von 13,27 € beendet. Die BUY Einschätzung von Subdi konnte mit einer Rendite von -9,48 % nicht überzeugen. Subdi hat 50% Zuversicht bei dieser EinschätzungRendite ohne Dividenden (%)
| Name | 1W | 1M | 1J | 3J |
|---|---|---|---|---|
| Cleveland-Cliffs Inc. | -2,10 % | -2,10 % | 20,50 % | 8,35 % |
| iShares Core DAX® | -0,92 % | -1,99 % | 13,40 % | 16,08 % |
| iShares Nasdaq 100 | 0,37 % | -0,87 % | 41,54 % | 46,94 % |
| iShares Nikkei 225® | 2,22 % | -5,19 % | 20,50 % | 4,64 % |
| iShares S&P 500 | -0,03 % | -0,92 % | 30,41 % | 42,42 % |
Kommentare von Subdi zu dieser Einschätzung
In der Diskussion Cleveland-Cliffs Inc. diskutieren
... 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
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.
Einschätzung verlängert.
In der Diskussion Trading Cleveland-Cliffs Inc.
Die von Subdi gewählte maximale Laufzeit wurde überschritten