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Stock impact report

Cleveland-Cliffs Looks Set For A Strong Q4 2023 And FY 2024 [Seeking Alpha]

Cleveland-Cliffs Inc. (CLF) 
Last cleveland-cliffs inc. earnings: 2/20 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
Steel pricing is expected to improve as service centers are running on low steel inventory. Management remains focused on lowering operating costs, reducing debt, and buying back stock. Cleveland-Cliffs ( NYSE: CLF ) experienced a flat Q3'23 on a TTM basis with revenue slightly down at $21,928mm. Overall, operations were expansive with EBITDA margin expanding slightly to 8%. Management remains prudent in maximizing shareholder returns by decreasing the firm's debt levels and returning cash to shareholders through buybacks. As management anticipates a slight slowdown in direct sales to automotive and increased volumes to service centers at a higher price, I anticipate FY23 revenue to clear $22b with EBITDA at $1,944mm for an improved 11% margin and free cash flow to reach $2,400mm for an FCF yield of 21%. With this, I provide CLF a BUY recommendation with a price target of $28/share. U.S. Steel ( X ) Merger Updates There has been some very mixed reception since Cleveland Cliff Show less Read more
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