Cleveland Cliffs (NYSE:CLF) muhoro wechipiri-kota wakapfuura mari yakawanda asi wakatadza kuwana fungidziro yeEPS yayo ne -13.7%.Mastock eCLF ikudyara kwakanaka here?
Cleveland-Cliffs (NYSE:CLF) nhasi yakashuma mihoro yekota yechipiri yakapera June 30, 2022. Chikamu chechipiri chemari ye6.3 bhiriyoni yemadhora yakarova factSet vaongorori 'yekufungidzira kwe6.12 bhiriyoni, yakakwira 3.5% tisingatarisiri.Nepo EPS yemadhora 1.14 inowira pasi peyakabvumiranwa fungidziro yemadhora 1.32, zvinoodza mwoyo -13.7% mutsauko.
Migove mukugadzira simbi Cleveland-Cliffs Inc (NYSE: CLF) yakaderera kupfuura 21% gore rino.
Cleveland-Cliffs Inc (NASDAQ: CLF) ndiyo hombe yakafuratira inogadzira simbi muNorth America.Iyo kambani inopa iron ore pellets kuNorth America simbi indasitiri.Inobatanidzwa mukugadzirwa kwesimbi uye coke, kugadzirwa kwesimbi, simbi, yakakungurutswa zvigadzirwa uye kupera, pamwe chete nezvikamu zvepombi, zvitambi uye zvishandiso.
Iyo kambani inosanganisirwa yakatwasuka kubva kune yakabikwa, kuderedzwa kwakananga uye zvirashwa kusvika kukutanga kugadzirwa kwesimbi uye kunotevera kupedzisa, kutsika, midziyo uye mapaipi.
Cliffs yakavambwa muna 1847 semushandi wemugodhi ane muzinda kuCleveland, Ohio.Iyo kambani inoshandisa vanhu vangangoita 27,000 muNorth America.
Kambani iyi zvakare mutengesi mukuru wesimbi kuindasitiri yemotokari muNorth America.Inoshandira mamwe misika yakawanda ine huwandu hwakawanda hwezvigadzirwa zvesimbi.
Cleveland-Cliffs yakagamuchira mibairo yeindasitiri ine mukurumbira yebasa rayo muna 2021 uye yakaiswa pachinzvimbo chechi171 pane 2022 Fortune 500 runyorwa.
Nekutorwa kweArcelorMittal USA neAK Steel (yakaziviswa 2020) uye kupedzwa kweiyo yakananga yekudzikisa chirimwa muToledo, Cleveland-Cliffs ikozvino ibhizimusi resimbi rakabatanidzwa rakachinjika.
Ikozvino ine mukana wakasiyana wekuzvimiririra, kubva kumigodhi yezvigadzirwa kusvika kune zvigadzirwa zvesimbi, tubular components, stampings uye tooling.
Izvi zvinoenderana nemhedzisiro yeCLF yehafu-pagore yemadhora mabhiriyoni gumi nemaviri emadhora uye bhiriyoni imwe nemazana mana emadhora pamari inowanikwa.Muhoro wakaderedzwa pachikamu chimwe nechimwe waiva $2.64.Kuenzaniswa nemwedzi mitanhatu yekutanga ya2021, kambani yakatumira madhora mazana mapfumbamwe nemakumi mapfumbamwe emadhora mumari uye madhora mazana masere nemakumi masere nemaviri emamiriyoni emari, kana madhora zana nemakumi mana nemaviri pachikamu chakaderedzwa.
Cleveland-Cliffs yakashuma $2.6 bhiriyoni mune yakagadziridzwa EBITDA yehafu yekutanga ya2022, kubva pamadhora mazana maviri nemakumi mapfumbamwe emadhora pagore-pagore.
Mhedzisiro yedu yekota yechipiri inoratidza kuenderera mberi kwekuita kwehurongwa hwedu.Kuyerera kwemari kwemahara kwakapetwa kaviri pakota-pa-kota, uye isu takakwanisa kuwana kuderedzwa kwedu kukuru kwekota kubva patakatanga shanduko yedu makore mashoma apfuura, tichiunza kudzoka kwakasimba pane equity kuburikidza neshare buybacks.
Tinotarisira kuti mari iyi ine hutano yakasununguka inoenderera mberi sezvatinopinda muhafu yepiri yegore, tichitungamirirwa nezvinodiwa ne capex yakaderera, kukurumidza kusunungurwa kwemari yekushanda uye kushandiswa kwakanyanya kwezvibvumirano zvekutengesa kwemitengo yakatarwa.Mukuwedzera, isu tinotarisira kuti maASPs ezvibvumirano izvi zvakagadziriswa kuwedzera zvakanyanya mushure mekugadzirisa zvakare musi waOctober 1.
Mamirioni makumi maviri nematatu emadhora, kana madhora 0.04 pachikamu chakaderedzwa, yakawedzera kuderera kwakabatana nekudzika kusinga peri kweiyo Middletown coking chirimwa.
Cleveland-Cliffs inoita mari kutengesa marudzi ese esimbi.Kunyanya, inopisa yakakungurutswa, inotonhora yakakungurutswa, yakavharwa, isina tsvina / yemagetsi, pepa uye zvimwe zvigadzirwa zvesimbi.Misika yekupedzisira yainoshanda inosanganisira mota, zvivakwa uye kugadzira, vanogovanisa uye processors, uye vanogadzira simbi.
Mambure ekutengesa simbi muchikamu chechipiri aive 3.6 miriyoni matani, kusanganisira 33% yakavharwa, 28% inopisa-yakakungurutswa, 16% inotonhora-yakakungurutswa, 7% inorema ndiro, 5% Stainless simbi uye zvigadzirwa zvemagetsi, uye 11% zvimwe zvigadzirwa.kusanganisira ndiro nenjanji.
CLF inogovera kutengeserana pamutengo-ku-mubairo (P/E) chiyero che2.5 zvichienzaniswa neavhareji yeindasitiri ye0.8.Mutengo wayo kubhuku kukosha (P/BV) reshiyo ye1.4 yakakwirira kupfuura yeavhareji yeindasitiri ye0.9.Cleveland-Cliffs migove haibhadhare migove kune vanogovana.
Chikwereti cheNet kuEBITDA chinotipa pfungwa yakaoma yekuti zvichatora nguva yakareba sei kuti kambani ibhadhare chikwereti chayo.Chikwereti chenet/EBITDA chezvikamu zveCLF chakaderera kubva pa12.1 muna 2020 kusvika pa1.1 muna 2021. Chiyero chepamusoro muna 2020 chaifambiswa nekutora.Izvi zvisati zvaitika, yakaramba iri pa3.4 kwemakore matatu akatevedzana.Iko kujairika kwereshiyo yechikwereti chenet kune EBITDA yakasimbisa vanogovana.
Muchikamu chechipiri, mari yekutengesa kwesimbi (COGS) yaisanganisira $ 242 mamiriyoni emari yakawandisa / isingadzoki.Chikamu chakanyanya kukosha cheichi chine chekuita nekuwedzera kwenguva yekudzikira paBlast Furnace 5 muCleveland, iyo inosanganisira kumwe kugadziridzwa kwenzvimbo yekuchenesa tsvina yepomesheni nemagetsi.
Kambani iyi yakaonawo kukwira kwemitengo pakota uye pagore sezvo mitengo yegasi rechisikigo, magetsi, zvimedu nemaaloyi yakwira.
Simbi chinhu chakakosha cheshanduko yesimba repasi rose, iyo inovimbisa kusimba kwezvikamu zveCLF kuenda kumberi.Kugadzirwa kwemhepo uye simba rezuva kunoda simbi yakawanda.
Pamusoro pezvo, zvivakwa zvemumba zvinofanirwa kuvandudzwa kuti zvive nenzvimbo yekufamba kwesimba rakachena.Aya ndiwo mamiriro akanakira kumasheya eCleveland-Cliffs, ane mukana wakanaka wekubatsirikana kubva mukukwira kuri kudiwa kwesimbi yemumba.
Hutungamiri hwedu muindasitiri yemotokari hunotisiyanisa nemamwe makambani ese esimbi muUnited States.Mamiriro emusika wesimbi mugore rapfuura nehafu akanyanya kufambiswa neindasitiri yekuvaka, nepo indasitiri yemotokari yakasarira kumashure, zvakanyanya nekuda kwenyaya dzisiri dzesimbi.Nekudaro, kudiwa kwevatengi kwemota, maSUV nemarori zvave hombe sekudiwa kwemota kwakapfuura kugadzirwa kweanopfuura makore maviri.
Sezvo vatengi vedu vemotokari vachiramba vachigadzirisa matambudziko ekutengesa, pent-up kudiwa kwemotokari dzemagetsi kusimuka, uye kugadzira mota dzevatyairi kunobata, Cleveland-Cliffs ndiye achave mubatsiri mukuru wekambani yega yega yesimbi yeUS.Muchikamu chasara chegore rino uye gore rinouya, musiyano unokosha uyu pakati pebhizimisi redu nevamwe vanogadzira simbi unofanira kuoneka.
Zvichienderana neazvino 2022 remangwana curve, izvi zvinoreva kuti avhareji HRC index mutengo uchave madhora mazana masere nemakumi mashanu patani net tani risati rapera, uye Cleveland-Cliffs anotarisira kuti mutengo wepakati wekutengesa muna 2022 ungangoita $1,410 patani mambure.kuwedzera kwakakosha kwezvibvumirano zvemitengo yakatarwa, iyo kambani inotarisira kutauriranazve muna Gumiguru 1, 2022.
Cleveland-Cliffs ikambani inotarisana nekudiwa kwecyclical.Izvi zvinoreva kuti mari yainowana inogona kusanduka, ndosaka mutengo wemasheya eCLF uchitadza kushanduka.
Zvigadzirwa zvanga zviri kufamba sezvo mitengo yakakwira nekuda kwekukanganiswa kwemaketani kuri kuwedzera nedenda nehondo muUkraine.Asi ikozvino inflation uye kukwira kwemitengo yemumba kuri kusimudza kutya kwekuderera kwepasi rose, zvichiita kuti kudiwa kweramangwana kuve kusina chokwadi.
Mumakore achangopfuura, Cleveland-Cliffs yakashanduka kubva kukambani yakasiana mbishi kusvika kune yemuno inogadzira iron ore uye ndiyo inonyanya kugadzira zvigadzirwa zvemafurati muUS neCanada.
Kune vatengesi venguva refu, Cleveland-Cliffs stock inogona kutaridzika inoyevedza.Rava sangano rakasimba rinogona kubudirira kwenguva yakareba.
Russia neUkraine ndidzo mbiri dzepamusoro shanu dzepasi rose dzinotengesa simbi kunze.Nekudaro, Cleveland-Cliffs haivimbe nayo, ichipa CLF stock mukana wepakati pane vezera rayo.
Zvisinei, pakusagadzikana kwose kuri munyika, fungidziro dzekukura kwehupfumi hadzina kujeka.Kuvimbika mubazi rekugadzira zvinhu kwakadzikira sezvo kuderera kwehupfumi kwakaramba kuchiisa kudzvanyirira kumasheya ezvigadzirwa.
Indasitiri yesimbi ibhizimusi rekutenderera uye nepo paine nyaya yakasimba yekumwe kuvhiya kweCLF stock, ramangwana harizivikanwe.Kunyangwe iwe uchifanira kuisa mari muCleveland-Cliffs stock zvinoenderana nenjodzi yako yekudya uye nguva yekudyara nguva.
Ichi chinyorwa hachipi chero zano rezvemari kana kukurudzira kutengeserana mune chero chengetedzo kana zvigadzirwa.Investment inogona kudzikira uye vanoisa mari vanogona kurasikirwa neimwe kana yese yekudyara kwavo.Kushanda kwekare hakusi chiratidzo chekushanda kwemangwana.
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