Cliffs Natural Resources eine Grösse bei Eisenerz

eröffnet am 08.02.10 09:56:38 von
neuester Beitrag 14.01.21 10:25:56 von

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Begriffe und/oder Benutzer


08.02.10 09:56:38
grösster Produzent von Eisenerzpellets mit 6 Minen in USA und Aktivitäten in Australien
hat gerade die Übernahme der Wabush Mines Canada abgeschlossen

Solider Titel mit Potenzial.


Cliffs Natural Resources Inc. (NYSE: CLF) is an international mining and natural resources company. We are the largest producer of iron ore pellets in North America, a major supplier of direct-shipping lump and fines iron ore out of Australia and a significant producer of metallurgical coal. With core values of environmental and capital stewardship, our colleagues across the globe endeavor to provide all stakeholders operating and financial transparency as embodied by the Global Reporting Initiative (GRI) framework. Our company is organized into the following geographic business units:
The North American business unit is comprised of six iron ore mines in Michigan, Minnesota and Eastern Canada, and two coking coal mining complexes in West Virginia and Alabama. The Asia Pacific business unit is comprised of two iron ore mining complexes in Western Australia and a coking and thermal coal mine in Queensland, Australia. The Latin American business unit includes a 30% interest in the Amapá Project, an iron ore project in the state of Amapá in Brazil, as well as a number of smaller greenfield projects not yet in production.

Cliffs has been actively executing a strategy designed to achieve scale in the mining industry and focused on serving the world’s largest and fastest growing steel markets.
08.02.10 14:05:49
Antwort auf Beitrag Nr.: 38.901.051 von newefra am 08.02.10 09:56:38Nicht zu vergessen die Aquisition von Freewest mit dem wohl grössten Chrom Deposit auf dem Nordamerikanischen Kontinent.…
.. und das für einen Schnäppchenpreis
08.02.10 16:06:20
Antwort auf Beitrag Nr.: 38.902.857 von HeinzBork am 08.02.10 14:05:49
danke für den Agora-Link, ich denke hier kommt bald Dampf auf den Kessel. Die Kennzahlen sind ok, KGV 11,48. Wenn man sieht wie sich die Chinesen in Australien positionieren, sind das gute Aussichten.


Cliffs Natural Resources Inc. to Announce Fourth-Quarter 2009 Results Feb. 17; Conference Call Feb. 18
Cliffs Natural Resources Inc. (NYSE: CLF)(Paris: CLF) today said it intends to announce unaudited fourth-quarter 2009 results after the U.S.-market close Wednesday, Feb. 17, 2010.
The Company invites interested parties to listen to a live broadcast of a conference call with securities analysts and institutional investors to discuss the results.
When: Thursday, Feb. 18, at 10 a.m. ET
Hosts: Joseph A. Carrabba, Chairman, President and Chief Executive Officer Laurie Brlas, Executive Vice President and Chief Financial Officer Steven R. Baisden, Director, Investor Relations and Corporate Communications
Web Address:
If you are unable to participate during the live webcast, the call will be archived at for 30 days.
11.02.10 15:43:12
Der Fachanalyst für Rohstoffe der Deutschen Bank erwartet dieses Jahr um 40% höhere Preise bei Rohstoffen/Erzen

12.02.10 15:16:25
der chaotische Cramer bei CNBC empfiehlt Cliffs.

Allein der Auftritt lohnt das Anschaun:

viel Spass

12.02.10 15:45:21
Heute wohl Gewinnmitnahmen, nach dem gestrigen starken Anstieg.
12.02.10 17:49:51
Antwort auf Beitrag Nr.: 38.935.133 von HeinzBork am 12.02.10 15:45:21
hält sich doch im Rahmen der US-Börsen

15.02.10 08:01:04
Hier eine Analystenschätzung vom 1.2.

FBR Research Reiterates an Outperform on Cliffs Natural Resources (CLF) Raises PT & Estimates

More News related to Analyst Comments

February 1, 2010 10:35 AM EST

FBR Research reiterates an Outperform rating and raises price target on Cliffs Natural Resources (NYSE: CLF) from $41 to $54.

FBR analyst says, "This morning, we are raising our iron ore benchmark price to 121 c/dmtu (a 25% increase over 2009 levels from 10%), increasing our 2010 estimates by about 30%, providing a preliminary $4.10/share value for Freewest Resources, and increasing our price target to $54 per share(excluding Freewest). Global steel utilization and new blast furnace re-starts at Severstal and U.S. Steel are the main reasons for increasing our iron ore price, as well as providing indications of stabilizing CLF's North American volumes...

With the 27% pullback since January 11, the stock trades at 5.4x our new 2010 EV/EBITDA estimates versus our coal companies at 6.1x times. The main risk to the story is linked to a significant slowdown in China's ore imports, lower domestic steel capacity utilization, and cost pressures from dollar depreciation...

We are increasing our 2010 iron ore price forecast to a 25% YOY increase from 10%, reflecting tightening iron ore fundamentals and global steel production capacity utilization remaining above 70%...

While excluded from our price target,we believe the recent acquisition of Freewest Resources Canada could be worth about $4.10/share for CLF shareholders, and it provides decent upside optionality for long-term investors. Our valuation is very sensitive to underlying assumptions and ranges from $0.03/share to $13.96/share...

We are increasing our 4Q09 EPS/EBITDA estimates to $0.39/$148.4M from $0.17/$113M to reflect increased met coal volumes, lower costs, and realizations at the high end of the guidance range. We are also increasing our 2010 EPS/EBITDA estimates to $3.49/$934M from $2.56/$746M, primarily to reflect our higher commodity price expectations."

To see all the upgrades/downgrades on shares of CLF, visit our Analyst Ratings page.
16.02.10 08:11:30
Von dieser Entwicklung kann CLF nur profitieren.


DJ ArcelorMittal Says BHP-Rio JV May Hurt Business
16.02.10 07:10:10- TSGE

ArcelorMittal, the world's largest steelmaker by volume, cautions that a move toward spot iron ore sales and the announced iron ore joint venture between Rio Tinto and BHP Billiton could hurt its business.
LONDON -- ArcelorMittal (MT), the world's largest steelmaker by volume, cautioned that a move toward spot iron ore sales and the announced iron ore joint venture between Rio Tinto PLC (RTP) and BHP Billiton Ltd. (BHP) could adversely affect its business.
"The raw materials industry is highly concentrated and suppliers in recent years have had significant pricing power," ArcelorMittal said in its 20F annual report published at the Securities and Exchange Commission.
"Further consolidation among suppliers--for example, the announced iron ore joint venture between mining companies BHP Billiton and Rio Tinto--would exacerbate this trend."
The world's three largest iron ore miners--Brazil's Vale SA (VALE), Rio Tinto and BHP Billiton--accounted for nearly 70% of the world's sea-borne traded iron ore market in 2008.
Rio Tinto and BHP announced near the end of last year plans to create an iron ore joint venture that would reduce production costs and produce iron ore more quickly by combining mining operations in Western Australia. Sales and marketing would be kept separate from the joint venture.
Steelmakers around the world, particularly those that depend on other miners for a substantial portion of their iron ore requirements, are adamantly opposed to the merger. The World Steel Association and other regional steel associations have all urged relevant authorities to reject the joint venture on grounds that it would concentrate too much iron ore pricing power in the hands
of an even smaller group of mining companies.
ArcelorMittal is likely to be less affected by the joint venture than some of its peers since it benefits from substantial captive sources of iron ore and coal. In 2009, ArcelorMittal was 60% self-sufficient in iron ore and 20% self-sufficient in metallurgical coal, another ingredient used in steelmaking.
Nevertheless, the steelmaker still purchases a significant portion of its raw materials under long-term supply contracts, and therefore depends on outside sources such as Vale for iron ore.
The three miners are expected to seek a 40% rise in annual benchmark prices in 2010, according to industry analysts, after agreeing to a 28% to 33% cut in annual prices during 2009 when the global economic demand took a bite out of steel demand.
Vale and BHP have also signaled their desire to push towards a short-term iron ore price system rather than an annual benchmark system where prices are negotiated annually between the world's three largest miners and Asian steelmakers, the world's largest steel producers.
ArcelorMittal said in its report that such a move toward spot iron ore sales rather than long-term fixed-price contracts would cause steelmakers to "face increased exposure to production cost and price volatility, which may in turn reduce their access to reliable supplies of raw materials."
The company said any prolonged interruption in the supply of raw materials or energy, or increases in costs which ArcelorMittal cannot pass on to its customers, could adversely affect its business, financial condition, results of operations or prospects.
18.02.10 16:42:17
Cliffs Natural Resources Inc. Reports Fourth-Quarter and Full-Year 2009 Results

* Fourth-Quarter Revenue Reaches $821 Million, with Net Income Increasing More Than 100% to $108 Million, or $0.82 Per Diluted Share
* Full-Year Revenues Reach $2.34 Billion, with Net Income of $205 Million, or $1.63 Per Diluted Share
* Ends Year with $503 Million in Cash and Equivalents

im Detail auf der website.

Auch von Freewest gibt es positives zu vermelden:

TORONTO, ONTARIO - February 16, 2010 - Spider Resources
Inc. ( SPQ | Quote | Chart | News | PowerRating:TSX-V) ("Spider"), KWG Resources Inc. (KWG:TSX-V) ("KWG") and Freewest Resources Canada Inc. a wholly owned subsidiary of Cliffs Natural Resources (CLF:NYSE) (Paris:CLF) ("Cliffs") are pleased to provide analytical results for the first two holes completed in 2010 at the Big Daddy Chromite property.

Neil Novak, President of Spider Resources Inc. states: "Sufficient drilling has been completed on the Big Daddy Chromite Project to complete an initial National Instrument 43-101 compliant mineral resource estimate once all assays are received. Modelling work is currently underway based upon the 15,971 metres in 56 holes completed on the option property since we first discovered chromite 4 years ago. The extensive drill hole / assay database amassed will be used to support an initial resource estimate to be completed over the next few months. We continue to be encouraged by the significant grades and widths of the intercepts.…" target="_blank" rel="nofollow ugc noopener">…


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Cliffs Natural Resources eine Grösse bei Eisenerz