Page 1
Page 1
Started By
Message

Cleveland cliffs

Posted on 10/21/25 at 11:38 am
Posted by SlidellCajun
Slidell la
Member since May 2019
16126 posts
Posted on 10/21/25 at 11:38 am
Down big today. Over 17% down

I have some insight on this one. They have solid contracts in place

50 day average is positive

Any thoughts on it?
Posted by Craft
Member since Oct 2019
1032 posts
Posted on 10/21/25 at 11:46 am to
You have peaked my interest what is your insights? Isn’t that whole rare materials sector getting crushed today
Posted by SlidellCajun
Slidell la
Member since May 2019
16126 posts
Posted on 10/21/25 at 2:40 pm to
I don’t really know much about their involvement in rare earth minerals but I saw the story.

They’re in a space that’s getting a lot of government work and they’re top dog in a lot of the construction jobs.

I saw it get slammed today and it hit my radar as being priced about right in a market that’s hard to find any value
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4554 posts
Posted on 10/21/25 at 7:08 pm to
Nothing attracts investment quite like a company run with union labor. Cliffs hasn’t turned a profit in years, but maybe rare earths will be different.
Posted by FizzyPop
350 posts
Member since Jun 2024
800 posts
Posted on 10/21/25 at 9:13 pm to
I think CLF will slowly edge higher at the beginning of 2026 and then explode when Powell's position at the Fed comes to an end in the Spring. Then I think CLF will be one of the biggest beneficiaries of restructured and refinanced debt with the steel import tariffs benefiting them as well. Perfect storm to double to the high 20's by then imo.
Posted by SlidellCajun
Slidell la
Member since May 2019
16126 posts
Posted on 10/22/25 at 11:55 am to
quote:

Nothing attracts investment quite like a company run with union labor. Cliffs hasn’t turned a profit in years, but maybe rare earths will be different.


Lots of public companies are unionized. I don’t see it as a hinderance for Cleveland Cliffs in particular.

And it’s turned profit several times in past 5 years
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4554 posts
Posted on 10/22/25 at 12:08 pm to
Laurenco is a Temu Aaron Aron. He’ll turn rare earths into the steel industry’s Hey Boomer meme.
Posted by SlidellCajun
Slidell la
Member since May 2019
16126 posts
Posted on 11/5/25 at 9:24 am to
Update

As a trade, I didn’t have much patience for This one. Sold yesterday for a loss.
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram