CLF Cleveland-Cliffs Inc

$CLF Just thinking out loud here — nothing more than a thought. CLF’s current EV is around $16B. When Lourenco made his $35/share offer for U.S. Steel, its EV was around $6.8B. Nippon ultimately offered roughly 2.2x EV for U.S. Steel. Lourenco also acquired Stelco at a multiple of more than 2.5x EV. So, with CLF currently at around $16B EV, if Lourenco were looking for a similar ~2.2x multiple, the implied value would put CLF at roughly $45/share. Just a thought. 👀

$CLF $CLF $PKX I believe Lourenco may be approaching the final chapter of his career at Cleveland-Cliffs.He has two choices: continue running CLF independently or unlock the strategic value he has built by bringing in a major strategic partner. In my view, POSCO is the obvious strategic buyer/partner for that second path.My thesis: Lourenco could turn CLF–POSCO into the final and perhaps mostsuccessful transaction of his career, bringing POSCO into CLF at a valuation somewhere in the $45–$60 per share range.At that kind of valuation, Lourenco would be monetizing the strategic platform he spent years building U.S. steelmaking capacity, iron ore integrationpellets, HBI, automotive exposure, Stelco and the broader domestic supply chain After that, I could see him stepping away from CLF, returning to Brazil, his home country, and enjoying retirement.The key question isn’t whether CLF can be bought cheaply. It’s how much POSCO is willing to pay for the strategic platform Lourenco has built

$CLF If POSCO is going to take a stake in CLF, I don’t see it happening below $45 per share. Don’t say I didn’t warn you.

$CLF When really positive news comes, I expect CLF stock price to vault upwards by 5 to 10 dollars in shockingly fast speed. I believe such has a reasonable chance of occurring soon after the union talks are concluded within the next week or so. Looks as though total CLF debt has been reduced substantialy. We must remember that such debt purchased the extremely valuable assets that will propel CLF to $50 plus in a year or so. Be long and make real money!

One of the top setups to watch this week has to be Cleveland Cliffs $CLF 👀 Textbook triangle breakout + retest. Friday's green day gave confirmation 💚 Hot-Rolled Coil Steel Futures recently reached about $1,222/ton, their highest level since May 2022⬆️

$CLF these shorts are hysterical. They are better gaslighters than my ex wife. Fact is that we make money going forward and there is nothing they can do to change that fact. Bankruptcy, what a joke.

$CLF well well well , many people ask me , what is your favorite thing to do ? I tell them , it’s simple - I love to screw scumbag shorties big time and make them boiling frog , like Lorenco does 🤓🤓🥸🥸😎😎🤘🤘

$CLF short this pig. Heavy debt. No earnings. Zombie loss leader for the auto industry to make profits.

$CLF POSCO IS THE NEXT BIG CATYLST TO MOVE THE STOCK, IMO, ALL WE NEED IS A BLIP OF GOOD NEWS, INCREASE OF 10 TO 20% OF STEEL PRODUCTION PER YEAR TO FULL THEIR NEEDS👍⬆️IT WILL HAPPEN

Watching $CLF if it can break and hold over $12.15 this week and break out of this symmetrical triangle to the upside 📈 US/Canada trade negotiations falling through and the risk of higher tariffs could mean much higher prices for steel and aluminum.

$CLF Nice find on the Executive Order 14420. Here is more info. The August 26 order is aimed at reducing U.S. dependence on certain foreign-produced bulk-power-system equipment when that equipment is tied to covered foreign entities and poses a national-security or supply-chain risk. It explicitly covers things like substation transformers, generators, grid-connected inverters, voltage regulators, breakers and other high-voltage grid equipment. It also directs federal procurement policy toward U.S.-manufactured energy infrastructure. Why I think this matters for CLF The combination is potentially powerful: EO 14420 → fewer acceptable foreign grid-equipment suppliers → more U.S.-made transformers → increased demand for domestic GOES → Cleveland-Cliffs is essentially the sole domestic GOES supplier.

$CLF We are entering the last month of the 3rd quarter. This will be the first quarter since 2024 that will be a profit. I expect the early folks to start to buy into this stock now. The “buy the rumor” crowd. That does include me as I am building a nice position in anticipation of these good times coming. When the shorts get out is a mystery to me as it looks like years of good times coming for Cliffs.

$CLF Strong yesterday and today. Sold too soon again, would have doubled my gain if I stayed in. Hate to chase...

$CLF Getting compressed down the wedge.... that's usually not a good setup for this one (unless you're short)

$CLF Morgan Stanley upgrade (dated Sept 1) MS went Equal Weight → Overweight and lifted the target to $17 from $12.80, calling a POSCO MOU a “potentially transformational” U.S. footprint play. That note is the cleanest CLF-specific item sitting over the stock into this session. Consensus is still mostly Hold with a ~$12 target, so $17 is an outlier but enough to squeeze a high-beta name.

$CLF Bernie - You know it and I know it. This gravy train ain’t gonna last forever. Once HRC tanks, and it inevitably will, CLF is done, finished, gone.

$CLF Amazing downward pressure on steel stocks, in spite of (for CLF anyway)- two positive "surprises" in 2 days. Ugly reversal type action, repeatedly. I should have sold this morning, but once again broke my own rule & didn't have my order placed. In the cue doesn't count. Would have been at 11.80, not the top, but better. Someone really wants these down. Wowsers.

$CLF Tariff news is positive for us! Yes shorts will manipulate and create negative news to hold us down. Criminal!

$CLF and we back over 12 next week? Lol Canadian Prime Minister Mark Carney announced retaliatory tariffs against the US following its imposition of steep duties on nearly $20 billion of Canadian goods. The tariffs will take effect on September 8 and will target various US imports, including steel and dairy.

$CLF ... is looking to take on its macro downtrend t-line sooner than later... Jan/27 10$ CALLS are looking mighty fine...