How undervalued is CLF's stock currently?
Here are some sample widgets you could interact with from this dashboard:
How has the revenue trend been for CLF and what is the outlook over the next two years?
Total Revenue (A * B / 1000)
Iron Ore Shipments (A)
Iron Ore Revenue per ton (B)
Revenue increased due to higher shipments and rising iron ore prices over the last 3 years.We expect revenue to continue rising in the next 2 years, mainly driven by increasing premium pricing for higher grade ores
How did Cleveland-Cliffs fare in 2018 and what is the outlook for 2019?How did Rio Tinto perform in 2018 amidst lower iron ore price realization and what is the outlook for 2019?More Trefis Materials Data
What is the scenario of premium for higher-grade ores?
Price per ton of iron ore based on iron (Fe) content
Prices of higher-grade iron ores has increased with curtailments in China.Additionally, the premium has recently increased with supply of higher-grade ores declining following production cuts by Vale.
Estimating Net Income
Total Revenue (A)
Net Income Margin (B)
Net Income (A * B)
Net income margin to continue to increase on the back of increasing premium and profits per ton of iron ore, along with lower interest expense on the back of debt repayment.
Net Income (A)
No. of shares (B)
EPS (A / B * 1000)
EPS likely to increase going forward with higher margin per ton and increasing shipments.