I-Cleveland Cliffs (NYSE:CLF) ingeniso yekota yesibini iye yagqwesa ingeniso kodwa yasilela kuqikelelo lwe-EPS yayo ngo -13.7%.Ngaba izitokhwe ze-CLF zilutyalo-mali olulungileyo?
I-Cleveland-Cliffs (NYSE:CLF) namhlanje ibike ingeniso yekota yesibini iphele ngo-Juni 30, 2022. Ingeniso yekota yesibini ye-6.3 yeebhiliyoni zeedola ibethe i-FactSet yabahlalutyi be-FactSet ye-6.12 yeebhiliyoni zeedola, inyuke nge-3.5% ngokungalindelekanga.Ngelixa i-EPS ye-1.14 yeedola isilela kwingqikelelo yemvumelwano ye-1.32 yeedola, iyadanisa -13.7% umahluko.
Izabelo kumenzi wentsimbi iCleveland-Cliffs Inc (NYSE:CLF) yehle ngaphezu kwe-21% kulo nyaka.
I-Cleveland-Cliffs Inc (i-NASDAQ: i-CLF) yinkampani enkulu eyenza isinyithi esisicaba eMntla Melika.Inkampani inikezela ngentsimbi yentsimbi kwishishini lentsimbi yaseMntla Melika.Ibandakanyeka kwimveliso yesinyithi kunye ne-coke, ukuveliswa kwesinyithi, isinyithi, iimveliso eziqengqelekayo kunye nokugqiba, kunye namacandelo ombhobho, izitampu kunye nezixhobo.
Inkampani idityaniswe ngokuthe nkqo ukusuka kwizinto eziluhlaza, ukunciphisa ngokuthe ngqo kunye nokulahlwa kwimveliso yentsimbi yokuqala kunye nokugqitywa okulandelayo, ukunyathela, izixhobo kunye nemibhobho.
ICliffs yasekwa ngo-1847 njengomsebenzi womgodi okwikomkhulu eCleveland, eOhio.Inkampani iqeshe abantu abamalunga nama-27,000 eMntla Melika.
Inkampani ikwangoyena mthengisi mkhulu wentsimbi kwishishini leemoto eMntla Melika.Isebenzela ezinye iimarike ezininzi ezinoluhlu olubanzi lweemveliso zentsimbi ezisicaba.
ICleveland-Cliffs ifumene iimbasa ezininzi zeshishini ngomsebenzi wayo ngo-2021 kwaye yabekwa kwindawo ye-171 kuluhlu lwe-2022 Fortune 500.
Ngokufunyanwa kwe-ArcelorMittal USA kunye ne-AK Steel (eyaziswa ngo-2020) kunye nokugqitywa kweplanti yokunciphisa ngokuthe ngqo e-Toledo, i-Cleveland-Cliffs ngoku i-vertical integrated steel stainless steel.
Ngoku inenzuzo ekhethekileyo yokuzimela, ukusuka kwimigodi yempahla ekrwada ukuya kwiimveliso zetsimbi, amacandelo e-tubular, izitampu kunye nezixhobo zokusebenza.
Oku kuhambelana neziphumo zesiqingatha sonyaka ze-CLF ze-12.3 yeebhiliyoni zeerandi kwingeniso kunye ne-1.4 yeebhiliyoni zeerandi kwingeniso eshiyekileyo.Ingeniso ehlanjululweyo ngesabelo ngasinye ibiyi-$2.64.Xa kuthelekiswa neenyanga ezintandathu zokuqala zika-2021, inkampani yathumela i-9.1 yeebhiliyoni zeedola kwingeniso kunye ne-852 yezigidi zeedola kwingeniso eshiyekileyo, okanye i-1.42 yeedola ngesabelo esixutyiweyo.
I-Cleveland-Cliffs ibike i-2.6 yeebhiliyoni zeedola kwi-EBITDA ehlengahlengisiweyo kwisiqingatha sokuqala sika-2022, isuka kwi-1.9 yeebhiliyoni zeedola ngonyaka.
Iziphumo zethu zekota yesibini zibonisa ukuphunyezwa okuqhubekayo kwesicwangciso sethu.Ukuphuma kwemali simahla ngaphezulu kokuphindwe kabini kwikota, kwaye siye sakwazi ukuphumeza ukwehla kwethu okukhulu kwekota ukusukela oko saqala inguqu yethu kwiminyaka embalwa edlulileyo, ngelixa sinikezela ngembuyekezo eqinileyo kwi-equity ngokuthengwa kwezabelo.
Silindele ukuba le mali ephumayo esempilweni iqhubeke njengoko singena kwisiqingatha sesibini sonyaka, siqhutywa ziimfuno eziphantsi ze-capex, ukukhululwa ngokukhawuleza kwenkunzi yokusebenza kunye nokusetyenziswa kakhulu kweekontraki zexabiso elimiselweyo.Ukongezelela, silindele ukuba i-ASPs yezi zivumelwano ezisisigxina zinyuke ngokukhawuleza emva kokusetha kwakhona ngo-Oktobha 1.
I-23 yezigidi zeedola, okanye i-0.04 yeedola ngesabelo ngasinye esihlanjululweyo, inyuse ukwehla kwexabiso okuyanyaniswa nexesha elingenammiselo leplanti yokupheka yaseMiddletown.
ICleveland-Cliffs yenza imali ngokuthengisa zonke iintlobo zentsimbi.Ngokukodwa, i-hot rolled, i-cold rolled, ifakwe, i-stainless / yombane, iphepha kunye nezinye iimveliso zentsimbi.Iimakethi zokugqibela ezisebenzayo zibandakanya iimoto, iziseko zophuhliso kunye nemveliso, abasasazi kunye nabaprosesa, kunye nabavelisi bentsimbi.
Ukuthengiswa kwe-Net yentsimbi kwikota yesibini yayiziitoni ze-3.6 yezigidi, kubandakanywa i-33% egqunywe, i-28% ishushu, i-16% epholileyo, i-7% yepleyiti enzima, i-5% yensimbi engenasici kunye neemveliso zombane, kunye ne-11% yezinye iimveliso.kuquka iipleyiti kunye neentsimbi.
I-CLF yabelana ngokurhweba ngexabiso-to-earnings (P / E) umlinganiselo we-2.5 xa kuthelekiswa nomyinge weshishini we-0.8.Ixabiso layo kwixabiso lencwadi (P / BV) i-1.4 liphezulu kune-industry average ye-0.9.Izabelo zaseCleveland-Cliffs azihlawuli zabelo kubaninizabelo.
Umlinganiselo weTyala elipheleleyo kwi-EBITDA usinika umbono ongqongqo wokuba kuya kuthatha ixesha elingakanani ukuba inkampani ihlawule ityala layo.Intsalela yetyala/umlinganiselo we-EBITDA wezabelo ze-CLF zehla ukusuka kwi-12.1 ngo-2020 ukuya kwi-1.1 ngo-2021. Umlinganiselo ophezulu ngo-2020 wawuqhutywa yi-acquisitions.Ngaphambi koko, yahlala ku-3.4 iminyaka emithathu ilandelelana.Ukuqhelaniswa komlinganiselo wetyala eliseleyo kwi-EBITDA kuqinisekise abaninizabelo.
Kwikota yesibini, iindleko zokuthengisa intsimbi (COGS) zibandakanya i-242 yezigidi zeedola zeendleko ezingaphezulu / ezingapheliyo.Eyona nxalenye ibalulekileyo yoku inxulumene nokwandiswa kwexesha lokungasebenzi kwiBlast Furnace 5 eCleveland, ebandakanya ukulungiswa okongeziweyo kwindawo yokucocwa kwelindle kunye nendawo yombane.
Inkampani ikwabone ukonyuka kweendleko ngekota nangonyaka njengoko amaxabiso erhasi yendalo, ombane, izinto ezilahliweyo kunye neealloyi enyuka.
Intsimbi yinxalenye ephambili yenguqu yamandla ehlabathi, eqinisekisa ukuzinza kwezabelo ze-CLF ukuya phambili.Ukuveliswa komoya kunye namandla elanga kufuna intsimbi eninzi.
Ukongeza, iziseko ezingundoqo zasekhaya kufuneka zihlaziywe ngokutsha ukwenza indawo yokuhamba kwamandla acocekileyo.Le yimeko efanelekileyo yezabelo zeCleveland-Cliffs, ezinethuba elihle lokuzuza ngokunyuka kweemfuno zentsimbi yasekhaya.
Ubunkokeli bethu kushishino lweemoto busenza sahluke kuzo zonke ezinye iinkampani zentsimbi eMelika.Imeko yemarike yentsimbi kulo nyaka uphelileyo kunye nesiqingatha sele iqhutywe kakhulu kwishishini lokwakha, ngelixa i-automotive industry iye yasilela emva, ubukhulu becala ngenxa yemicimbi ye-non-steel supply chain.Nangona kunjalo, imfuno yabathengi yeemoto, ii-SUVs kunye neelori ziye zaba nkulu njengemfuno yeemoto ezigqithise ukuveliswa kweemoto ngaphezu kweminyaka emibini.
Njengoko abathengi bethu beemoto beqhubeka nokujongana nemingeni yokubonelela, imfuno ye-pent-up yezithuthi zombane iyenyuka, kunye nokuveliswa kweemoto zabakhweli, iCleveland-Cliffs iya kuba ngumxhamli ophambili kuyo yonke inkampani yentsimbi yase-US.Kwisithuba esishiyekileyo salo nyaka nakunyaka ozayo, lo mahluko ubalulekileyo phakathi kweshishini lethu nabanye abavelisi bentsimbi kufuneka ubonakale.
Ngokusekwe kwigophe langoku le-2022 yexesha elizayo, oku kuthetha ukuba i-avareji yexabiso lesalathisi se-HRC iya kuba yi-850 yeedola ngetoni nganye ngaphambi kokuphela konyaka, kwaye uCleveland-Cliffs ulindele ukuba ixabiso eliqhelekileyo lokuthengisa ngo-2022 libe malunga ne-$ 1,410 ngetoni nganye.ukunyuka okubalulekileyo kwiikontraka zamaxabiso azinzileyo, apho inkampani ilindele ukuphinda ixoxisane ngo-Okthobha woku-1, i-2022.
ICleveland-Cliffs yinkampani ejongene nemfuno yomjikelo.Oku kuthetha ukuba umvuzo wayo unokuhla, yiyo loo nto ixabiso lezabelo ze-CLF lixhomekeke ekuguquguqukeni.
Iimveliso bezihamba njengoko amaxabiso enyuka ngenxa yokuphazamiseka kokubonelela okwenziwa mandundu ngubhubhane kunye nemfazwe eUkraine.Kodwa ngoku ukunyuka kwamaxabiso kunye nokunyuka kwamazinga enzala kuphakamisa uloyiko lokudodobala koqoqosho lwehlabathi, nto leyo eyenza ukuba imfuno yexesha elizayo ingaqinisekanga.
Kwiminyaka yakutshanje, iCleveland-Cliffs iye yavela kwinkampani yemathiriyeli eyohlukeneyo yaya kumvelisi wasekhaya wentsimbi kwaye ngoku ingoyena mvelisi mkhulu weemveliso ezisicaba e-US naseCanada.
Kubatyalomali bexesha elide, isitokhwe saseCleveland-Cliffs sinokubonakala sinomtsalane.Ibe yintlangano eyomeleleyo ekwaziyo ukuphumelela ixesha elide.
I-Russia kunye ne-Ukraine zimbini kumazwe amahlanu aphezulu athengisa ngaphandle kwentsimbi.Nangona kunjalo, iCleveland-Cliffs ayixhomekekanga kuyo nayiphi na into, inika isitokhwe se-CLF inzuzo engaphakathi koontanga bayo.
Noko ke, kuko konke ukungaqiniseki okukhoyo ehlabathini, uqikelelo lokukhula koqoqosho alucacanga.Ukuzithemba kwicandelo lezemveliso kuyehla njengoko inkxalabo yokudodobala koqoqosho iqhubekile nokubeka uxinzelelo kwizitokhwe zemveliso.
Ishishini lensimbi lishishini le-cyclical kwaye ngelixa kukho imeko eqinileyo yolunye utyando kwi-CLF stock, ikusasa alaziwa.Ukuba ngaba kufuneka utyale imali kwi-stock yaseCleveland-Cliffs kuxhomekeke kumnqweno wakho wokutya kunye nexesha lotyalo-mali.
Eli nqaku aliboneleli nayiphi na ingcebiso yezemali okanye ukucebisa ukurhweba kuzo naziphi na izibambiso okanye iimveliso.Utyalo-mali lunokuhla kwaye abatyali-mali banokuphulukana nolunye okanye lonke utyalo-mali lwabo.Ukusebenza kwexesha elidlulileyo ayisosalathiso sentsebenzo yexesha elizayo.
UKirstin McKay akanazo izikhundla kwi-stocks kunye / okanye izixhobo zemali ezikhankanywe kwinqaku elingentla.
I-Digitonic Ltd, umnini we-ValueTheMarkets.com, akanalo izikhundla kwi-stocks kunye / okanye izixhobo zemali ezikhankanywe kwinqaku elingentla.
I-Digitonic Ltd, umnini we-ValueTheMarkets.com, akafumananga intlawulo kwinkampani okanye kwiinkampani ezikhankanywe ngasentla malunga nokuveliswa kwesi sixhobo.
Umxholo wale webhusayithi ulungiselelwe iinjongo zolwazi kuphela kwaye ungolwazi kuphela.Kubalulekile ukwenza uhlalutyo lwakho phambi kokuba wenze naluphi na utyalo-mali olusekelwe kwiimeko zakho zobuqu.Kufuneka ufune iingcebiso zemali ezizimeleyo kumcebisi olawulwa yi-FCA malunga naluphi na ulwazi olufumana kule webhusayithi okanye uphando ngokuzimeleyo kwaye uqinisekise naluphi na ulwazi olufumana kule webhusayithi onqwenela ukuthembela kuyo ekwenzeni isigqibo sotyalo-mali okanye ngezinye iinjongo.Akukho ndaba okanye uphando lunika iingcebiso zomntu ngokurhweba okanye kutyalo-mali kuyo nayiphi na inkampani okanye imveliso, kwaye iValuethemarkets.com okanye iDigitonic Ltd ayikhuthazi naluphi na utyalo-mali okanye imveliso.
Le sayithi yindawo yeendaba kuphela.I-Valuethemarkets.com kunye ne-Digitonic Ltd abaxhasi / abathengisi, asikho abacebisi botyalo-mali, asinakho ukufikelela kulwazi olungelulo uluntu malunga neenkampani ezidwelisiweyo, oku akusiyo indawo yokunika okanye yokufumana iingcebiso zemali, iingcebiso malunga nezigqibo zotyalo-mali okanye iirhafu.okanye iingcebiso zomthetho.
Asilawulwa liGunya lokuZiphatha kwezeMali.Awunakufaka isikhalazo kwiNkonzo yeFinancial Ombudsman okanye ufune imbuyekezo kwiFinancial Services Compensation Scheme.Ixabiso lalo lonke utyalo-mali linokunyuka okanye liwe, ngoko unokuphulukana nolunye okanye lonke utyalo-mali lwakho.Ukusebenza kwexesha elidlulileyo ayisosalathiso sentsebenzo yexesha elizayo.
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