ʻO Cleveland Cliffs (NYSE: CLF) ʻoi aku ka maikaʻi o ka loaʻa kālā ma mua o ka loaʻa kālā akā ua hāʻule ʻo ia i ka helu EPS e -13.7%.He waiwai maikaʻi anei nā kumukūʻai CLF?
Ua hōʻike ʻo Cleveland-Cliffs (NYSE: CLF) i kēia lā i ka loaʻa kālā no ka hapaha ʻelua i pau i Iune 30, 2022. ʻO ka loaʻa kālā o ka hapaha lua o $ 6.3 biliona lanakila ʻo FactSet i ka wānana o $ 6.12 biliona, piʻi 3.5% me ka manaʻo ʻole.ʻOiai hāʻule ka EPS o $1.14 i ka manaʻo kuʻikahi o $1.32, he ʻokoʻa -13.7%.
ʻOi aku ka emi ʻana o nā ʻāpana o ka mea hana kila Cleveland-Cliffs Inc (NYSE: CLF) ma mua o 21% i kēia makahiki.
ʻO Cleveland-Cliffs Inc (NASDAQ: CLF) ka mea hana kila pālahalaha nui loa ma ʻAmelika ʻĀkau.Hāʻawi ka hui i nā pellets hao i ka ʻoihana kila ʻAmelika ʻAmelika.Hoʻohana ia i ka hana ʻana i ka metala a me ka coke, ka hana ʻana i ka hao, ke kila, nā huahana i ʻōwili ʻia a me nā mea hoʻopau, a me nā ʻāpana paipu, stampings a me nā mea hana.
Hoʻohui ʻia ka hui mai nā mea maka, ka hoʻemi pololei a me ka ʻōpala i ka hana kila mua a me ka hoʻopau hope ʻana, stamping, mea hana a me nā paipu.
Ua hoʻokumu ʻia ʻo Cliffs i ka makahiki 1847 ma ke ʻano he mine operator ma Cleveland, Ohio.Hoʻohana ka hui ma kahi o 27,000 poʻe ma ʻAmelika ʻĀkau.
ʻO ka hui ka mea hoʻolako nui loa o ke kila i ka ʻoihana kaʻa ma ʻAmelika ʻĀkau.Lawelawe ia i nā mākeke ʻē aʻe me ka nui o nā huahana kila pālahalaha.
Ua loaʻa iā Cleveland-Cliffs nā makana ʻoihana hanohano no kāna hana ma 2021 a ua koho ʻia ʻo 171st ma ka papa inoa 2022 Fortune 500.
Me ka loaʻa ʻana o ArcelorMittal USA a me AK Steel (i hoʻolaha ʻia ʻo 2020) a me ka hoʻopau ʻana o ka mea kanu hoʻemi pololei ma Toledo, ʻo Cleveland-Cliffs i kēia manawa he ʻoihana ʻoihana kila kila.
Loaʻa iā ia i kēia manawa ka pono kūʻokoʻa o ka hoʻokō pono ʻana, mai ka ʻeli ʻana i nā mea maka a hiki i nā huahana kila, nā ʻāpana tubular, stampings a me nā mea hana.
Kūlike kēia me nā hualoaʻa hapalua makahiki o CLF he $12.3 biliona ma ka loaʻa kālā a me $1.4 biliona ma ka loaʻa kālā.ʻO ka loaʻa kālā i hoʻoheheʻe ʻia no kēlā me kēia mahele he $2.64.Hoʻohālikelike ʻia i nā mahina ʻeono mua o 2021, ua hoʻopuka ka hui i $ 9.1 biliona i ka loaʻa kālā a me $ 852 miliona i ka loaʻa kālā, a i ʻole $ 1.42 no kēlā me kēia mahele diluted.
Ua hōʻike ʻo Cleveland-Cliffs i $ 2.6 biliona i hoʻoponopono ʻia ʻo EBITDA no ka hapa mua o 2022, mai ka $ 1.9 biliona makahiki ma ka makahiki.
Hōʻike kā mākou hopena hapaha lua i ka hoʻokō mau ʻana i kā mākou hoʻolālā.ʻOi aku ka nui o ke kahe kālā manuahi ma mua o ka pālua o ka hapaha ma ka hapaha, a ua hiki iā mākou ke hoʻokō i kā mākou hōʻemi ʻaiʻē nui loa mai ka wā i hoʻomaka ai kā mākou hoʻololi ʻana i kekahi mau makahiki i hala aku nei, ʻoiai e hāʻawi ana i kahi hoʻihoʻi paʻa ma ke kaulike ma o nā kūʻai hou ʻana.
Manaʻo mākou e hoʻomau kēia kahe kālā manuahi olakino i ko mākou komo ʻana i ka hapa ʻelua o ka makahiki, i alakaʻi ʻia e nā koi haʻahaʻa haʻahaʻa, hoʻokuʻu wikiwiki ʻana i ke kālā hana a me ka hoʻohana nui ʻana i nā ʻaelike kūʻai kūʻai paʻa.Eia kekahi, ke manaʻo nei mākou e piʻi hou aʻe nā ASP no kēia mau ʻaelike paʻa ma hope o ka hoʻonohonoho hou ʻana ma ʻOkakopa 1st.
ʻO $23 miliona, a i ʻole $0.04 no kēlā me kēia mahele i hoʻoheheʻe ʻia, ka hoʻohaʻahaʻa ʻana i ka hoʻohaʻahaʻa ʻana e pili ana i ka manawa pau ʻole o ka mea kanu coking Middletown.
Hoʻolilo kālā ʻo Cleveland-Cliffs i ke kūʻai aku ʻana i nā ʻano kila like ʻole.ʻO ka mea nui, ʻōwili wela, ʻōwili anu, uhi ʻia, kuhili / uila, pepa a me nā huahana kila ʻē aʻe.ʻO nā mākeke hope loa e lawelawe ʻia ana me ka automotive, ka ʻenehana a me ka hana ʻana, nā mea hoʻolaha a me nā mea hana, a me nā mea hana kila.
ʻO ke kūʻai aku ʻana o ke kila ma ka hapaha ʻelua he 3.6 miliona mau tona, me ka 33% i uhi ʻia, 28% ʻōwili wela, 16% ʻōwili anuanu, 7% pā kaumaha, 5% mau mea kila a me nā huahana uila, a me 11% nā huahana ʻē aʻe.me nā papa a me nā alahao.
Kūʻai ʻo CLF i ke kālepa ma ke kumu kūʻai (P/E) ratio o 2.5 i hoʻohālikelike ʻia me ka awelika ʻoihana o 0.8.ʻOi aku ka kiʻekiʻe o kāna kumu kūʻai i ka waiwai puke (P/BV) o 1.4 ma mua o ka awelika ʻoihana o 0.9.ʻAʻole uku ʻo Cleveland-Cliffs i nā ʻāpana i nā mea kuleana.
Hāʻawi ka Net Debt to EBITDA i kahi manaʻo koʻikoʻi o ka lōʻihi o ka manawa e uku ai kahi hui i kāna aie.ʻO ka hōʻaiʻē net / EBITDA o nā ʻāpana CLF ua emi mai ka 12.1 i 2020 a i 1.1 i 2021. ʻO ke kiʻekiʻe kiʻekiʻe ma 2020 i alakaʻi ʻia e nā loaʻa.Ma mua o kēlā, ua noho ma 3.4 no ʻekolu mau makahiki.ʻO ka maʻamau o ka ratio o ka ʻaiʻē net i ka EBITDA i hōʻoia hou i nā mea kuleana.
I ka lua o ka hapaha, ua komo ke kumu kuai o ke kila (COGS) he $242 miliona o na lilo oi aku.ʻO ka hapa nui o kēia e pili ana i ka hoʻonui ʻia ʻana o ka manawa haʻahaʻa ma Blast Furnace 5 ma Cleveland, ʻo ia hoʻi ka hoʻoponopono hou ʻana i ka hale hoʻomaʻemaʻe wai a me ka hale mana.
Ua ʻike pū ka hui i ka piʻi ʻana o ke kumukūʻai i kēlā me kēia hapaha a me ka makahiki ma muli o ka piʻi ʻana o nā kumukūʻai no ke kinoea maoli, ka uila, ka ʻōpala a me nā alloys.
ʻO ke kila kekahi mea nui o ka hoʻololi ikehu honua, e hōʻoiaʻiʻo ana i ka hoʻomau ʻana o nā ʻāpana CLF i mua.ʻO ka hanaʻana i ka makani a me ka ikehu lā e pono ai ka nui o ke kila.
Eia kekahi, pono e hoʻoponopono hou ʻia nā ʻōnaehana kūloko e loaʻa ai kahi lumi no ka neʻe ʻana o ka ikehu maʻemaʻe.He kūlana kūpono kēia no nā ʻāpana ʻo Cleveland-Cliffs, he manawa kūpono e loaʻa ai ka pōmaikaʻi mai ka piʻi ʻana o ke koi no ke kila kūloko.
ʻO kā mākou alakaʻi i ka ʻoihana kaʻa e hoʻokaʻawale iā mākou mai nā hui kila ʻē aʻe a pau ma ʻAmelika Hui Pū ʻIa.ʻO ke kūlana o ka mākeke kila i ka makahiki i hala a me ka hapa ua alakaʻi nui ʻia e ka ʻoihana hana, ʻoiai ua haʻalele ka ʻoihana kaʻa i hope, ʻo ka hapa nui ma muli o nā pilikia hoʻolako ʻole.Eia nō naʻe, ua nui ka noi o nā mea kūʻai aku no nā kaʻa, nā SUV a me nā kaʻa no ka mea ʻoi aku ka nui o ka noi no nā kaʻa i ʻoi aku ma mua o ʻelua mau makahiki.
Ke hoʻomau nei kā mākou mea kūʻai kaʻa kaʻa i ka hoʻoponopono ʻana i nā pilikia kaulahao hoʻolako, piʻi aʻe ka makemake no nā kaʻa uila, a me ka hana ʻana o nā kaʻa kaʻa kaʻa, ʻo Cleveland-Cliffs ka waiwai nui o kēlā me kēia hui kila US.I ke koena o kēia makahiki a me ka makahiki e hiki mai ana, e ʻike ʻia kēia ʻokoʻa koʻikoʻi ma waena o kā mākou ʻoihana a me nā mea hana kila ʻē aʻe.
Ma muli o ke kaʻe o ka wā e hiki mai ana o 2022, ʻo ia hoʻi, ʻo ka awelika kumu kūʻai helu HRC he $850 no ka ʻupena ton ma mua o ka hopena o ka makahiki, a ke manaʻo nei ʻo Cleveland-Cliffs i ke kumukūʻai kūʻai awelika ma 2022 ma kahi o $1,410 no ka ʻupena ton.ka piʻi nui ʻana o nā ʻaelike kumukūʻai paʻa, kahi i manaʻo ai ka hui e hoʻopaʻa hou ma ʻOkakopa 1, 2022.
ʻO Cleveland-Cliffs kahi hui e kū nei i ka koi cyclical.ʻO ia ke ʻano hiki ke loli ka loaʻa kālā, ʻo ia ke kumu i pili ai ke kumukūʻai o nā ʻāpana CLF i ka volatility.
Ke neʻe nei nā mea kūʻai aku i ka piʻi ʻana o nā kumukūʻai ma muli o ka hoʻolako ʻana i nā kaulahao i hoʻonui ʻia e ka maʻi maʻi a me ke kaua ma Ukraine.Akā i kēia manawa ke hoʻonui nei ka inflation a me ka piʻi ʻana o ka uku paneʻe i ka makaʻu i ka hoʻemi ʻana o ka honua, e ʻike maopopo ʻole ai i ka noi e hiki mai ana.
I nā makahiki i hala iho nei, ua hoʻololi ʻo Cleveland-Cliffs mai kahi ʻoihana makaʻala like ʻole i kahi mea hana hao hao kūloko a ʻo ia ka mea hana nui loa o nā huahana pālahalaha ma US a me Kanada.
No nā mea hoʻopukapuka wā lōʻihi, nani paha ke ʻano o Cleveland-Cliffs stock.Ua lilo ia i hui ikaika e hiki ke holomua no ka manawa lōʻihi.
ʻO Rūsia a me Ukraine ʻelua o ka ʻelima mau mea kūʻai kila ma ka honua.Eia nō naʻe, ʻaʻole hilinaʻi ʻo Cleveland-Cliffs i kēlā me kēia, hāʻawi i ka waiwai CLF i mea maikaʻi loa ma mua o kāna mau hoa.
Eia nō naʻe, no ka maopopo ʻole o ka honua, ʻaʻole maopopo nā wānana ulu waiwai.Ua hāʻule ka hilinaʻi i ka ʻoihana hana i ka hoʻomau ʻana o ka hopohopo i ka hoʻemi ʻana i ka hoʻokau ʻana i nā kumu kūʻai.
ʻO ka ʻoihana kila he ʻoihana cyclical a ʻoiai aia kahi hihia koʻikoʻi no ka piʻi hou ʻana o ka waihona CLF, ʻaʻole ʻike ʻia ka wā e hiki mai ana.ʻAʻole pono ʻoe e hoʻokomo i ka waihona ʻo Cleveland-Cliffs ma muli o kou makemake pilikia a me ka wā hoʻolimalima.
ʻAʻole hāʻawi kēia ʻatikala i nā ʻōlelo aʻo kālā a ʻōlelo paha i ke kālepa ʻana i nā palekana a i ʻole nā ​​​​huahana.Hiki ke emi ke kumu kūʻai kālā a nalo paha ka poʻe hoʻopukapuka kālā i kā lākou hoʻopukapuka kālā.ʻAʻole hōʻike ka hana i hala i ka hana e hiki mai ana.
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