财务数据和关键指标变化 - 公司在2023年创造了超过16.4百万吨的总出货量,创历史新高 [25] - 2023年公司调整后EBITDA达到19亿美元 [19] - 2023年第四季度公司调整后EBITDA为2.79亿美元,预计为未来季度的最低值 [19] - 2023年公司自由现金流达到16亿美元,其中第四季度为4.87亿美元 [19] - 2023年末公司净债务降至29亿美元,低于3亿美元的目标 [14][17] 各条业务线数据和关键指标变化 - 公司2023年汽车行业出货量创历史新高 [25] - 公司2023年成本下降80美元/吨,预计2024年还将下降30美元/吨 [18] 各个市场数据和关键指标变化 - 2023年美国钢铁市场需求保持稳定,公司预计2024年出货量将保持16.5百万吨的水平 [81][84] - 公司认为HRC价格不应低于1000美元/吨,预计未来价格区间为1000-1150美元/吨 [104] 公司战略和发展方向及行业竞争 - 公司正在积极推进氢气技术在高炉中的应用,已完成多次试验并取得成功 [27][28] - 公司认为自身的炼铁和炼钢技术在环境排放等方面优于全球前10大钢企 [29][30] - 公司对收购美国钢铁公司的提议被拒,但认为这一交易的最终结果还未定 [35][36][37][39] - 公司未来将继续保持灵活的并购策略,同时加大股票回购力度,并继续偿还债务 [14][15][16] 管理层对经营环境和未来前景的评论 - 管理层认为2024年钢铁市场将更加稳定,不会出现2023年那样的大幅波动 [81] - 管理层认为美国钢铁市场的价格发现机制存在问题,需要让供需关系自然发挥作用 [32][33] - 管理层对公司未来发展前景充满信心,认为公司在技术、成本和环境排放等方面处于行业领先地位 [29][30][31] 问答环节重要的提问和回答 问题1 **Lucas Pipes 提问** 询问公司在收购美国钢铁公司时对于反垄断审查的信心和协议安排 [42] **Lourenco Goncalves 回答** 公司准备了一系列措施来应对反垄断审查,包括出售部分资产等,并对最终方案充满信心 [43][44] 问题2 **Lucas Pipes 提问** 询问公司未来的资本配置策略,是否会采取固定比例的股票回购政策 [48] **Celso Goncalves 回答** 公司未来将采取更加灵活的资本配置策略,股票回购和偿还债务将各占50% [50][51] 问题3 **Timna Tanners 提问** 询问公司对钢材期货价格的看法,以及2024年成本和价格的具体预期 [56][57] **Lourenco Goncalves 回答** 公司认为钢材期货价格缺乏实际意义,未来价格走势将由供需关系决定,2024年成本有望下降30美元/吨 [58][59][60]

Cleveland-Cliffs Inc.’s (CLF) fourth-quarter 2023 adjusted loss was 5 cents per share compared with a loss of 40 cents in the prior-year quarter. It was narrower than the Zacks Consensus Estimate of loss of 7 cents. Revenues increased around 1.3% to $5,112 million from the year-ago quarter. The top line, however, missed the Zacks Consensus Estimate of $5,161.9 million. Operational Highlights The company reported Steelmaking revenues of $4,954 million in the fourth quarter, up around 1.1% year over year. The ...

Cleveland-Cliffs (CLF) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.30 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 28.57%. A quarter ago, it was expected that this mining company would post earnings of $0.44 per share when it actually produced earnings of $0.54, delivering a surprise of 22.73%. Over the last four quarters, the compan ...

Cleveland-Cliffs Inc (NYSE: CLF) is trading down in extended hours on Monday after reporting weaker-than-expected revenue for its fourth financial quarter. Cleveland-Cliffs guidance for fiscal 2024 Copy link to section The iron-ore and steel making company now forecasts $675 million to $725 million in capital expenditures for fiscal 2024. Despite coming in shy of revenue expectations in the recently concluded quarter, Cleveland-Cliffs is confident that its adjusted EBITDA will improve sequentially in Q1. Lo ...

Cleveland-Cliffs Inc. (CLF) announced the successful completion of a hydrogen (H2) injection trial at its Indiana Harbor #7 blast furnace, marking a milestone in North American steel production. Following the successful trial at Middletown Works in May 2023, this represents the second Cleveland-Cliffs blast furnace to integrate hydrogen as a reductant and fuel source. Indiana Harbor #7 stands as one of the largest blast furnaces globally and the largest in North America, renowned for its size and production ...

CLEVELAND--(BUSINESS WIRE)--Cleveland-Cliffs Inc. (NYSE: CLF) announced today that it has successfully completed a hydrogen (H2) injection trial at its Indiana Harbor #7 blast furnace, the largest blast furnace in North America. This represents the second Cleveland-Cliffs blast furnace to utilize hydrogen as a reductant and fuel source, following the successful trial at Middletown Works in May of 2023. Indiana Harbor #7 is among the largest blast furnaces in the entire world, both in size and production cap ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they bel ...

股价表现 - Cleveland-Cliffs (CLF) 最近收盘价为$18.27，较前一个交易日上涨了+1.22%[1] 财报预期 - 分析师和投资者将密切关注Cleveland-Cliffs在即将公布的财报中的表现，预计公司将在2024年1月29日公布每股收益为-$0.07，同比增长76.67%[3] 股票评级 - Cleveland-Cliffs目前的Zacks Rank为2 (Buy)，过去一个月Zacks Consensus EPS估计上调了7.69%[6] 估值比较 - Cleveland-Cliffs目前的Forward P/E比率为8.06，低于行业平均值11.58[7]

克利夫兰悬崖（CLF）财报预测 - 分析师预测克利夫兰悬崖将在即将发布的报告中每股亏损0.07美元，同比增长76.7%[1] - 预计克利夫兰悬崖的营收将达到51.6亿美元，同比增长2.3%[1] - 分析师对该季度的每股收益（EPS）预测在过去30天内上调了69.2%[2] - 在公司披露收益之前，重要考虑收益预测的变化，这对预测投资者对股票的反应至关重要[3]

Cleveland-Cliffs Inc. (CLF) is slated to release fourth-quarter 2023 results after the closing bell on Jan 29. The company beat the Zacks Consensus Estimate for earnings in three of the last four quarters, while posted in- line result once. It has a trailing four-quarter earnings surprise of roughly 19.9%, on average. Cleveland-Cliffs is likely to have gained from healthy overall volumes and lower steelmaking unit costs in the fourth quarter. However, weaker selling prices are likely to have hurt its margin ...