Cleveland Cliffs Inc (CLF) Options

Not even a month, 6 facilities closed and off line. There won't be a restart for a long time.

Where's the CEO and CFO? Hiding?

Cliffs just earned a Double Downgrade. The pain will continue with 6 operations now closed. At first I said $3 but it now looks far worse than I expected.

Concaves is going to flat line this pig with all the piled on debt. It's sad that Concaves sold the coal operations. So now there's nothing but scrap to lean on and it won't be enough. My $3 guess just went to a dollar with the double down grade. They will be lucky to avoid a RS near term.

This is the top Brass of this shit show. Holed up in a bunker somewhere with a blocked window. Not good. It may be the end for Cliffs.

Shorts are here. We're going up.

Old news from May 8 (eom).

Nothing to do with tariffs. Cleveland-Cliffs idles 6 facilities, including Dearborn Works.

No product being delivered, means no revenue. Plain and simple.

https://www.uppermichiganssource.com/2025/05/08/cleveland-cliffs-idles-6-facilities-including-dearborn-works/

Canadian made steel (company acquired by Cliffs) https://investorshub.advfn.com/Stelco-Holdings-Inc-STLC-41674

OOPS!

Up over 20% Pre-Market.....

In the short term the stock will rebound because the shorts were caught off guard. That said who really knows how long the tariffs will last. The companies fundamentals are not appealing for the long term.

So all the domestic steel companies will benefit with less foreign competition.
Clffs needs to fire up the plants again.

CLF—(+27%/AH)—Trump raises steel tariffs from 25% to 50%, according to his speech in Pittsburgh that just ended.

Cliffs just earned a Double Downgrade today. The pain will continue with 6 operations now closed. At first I said $3 but it now looks far worse than I expected.

Concaves is going to flat line this pig with all the piled on debt. It's sad that Concaves sold the coal operations. So now there's nothing but scrap to lean on and it won't be enough. My $3 guess just went to a dollar with the double down grade. They will be lucky to avoid a RS near term.

This is the top Brass of this shit show. Holed up in a bunker somewhere with a blocked window. Not good. It may be the end for Cliffs.

Roy hasn’t exactly been batting a 1000 in his picks the last few years. It was a brilliant move on his part to delete the my stocks section and the justification for choosing those stocks about 8 months ago. Revance, Enanta, and Cleveland Cliffs have been less that stellar.one is in the books and the other two are yet to be determined.
We all have examples of our poor choices and Roy did admit Revance was one of his worst picks.
I own Enanta so hopefully Luly does the right thing and finds a partner soon.

Dew was pulling for Gonecaved when Drapper initiated a proxy vote when Kirsh and Halverson were still at Cliffs. It very well could be Gonecaves Kid. He also lied about the prerecorded CC that started early. Playing dumb about it. Many CEO's and CFO's are being removed across the markets. The hooligans holed up in that bunker, could already be gone or in hiding. The prerecorded CC could be the tale of the tape. Look at us now, heading towards $3. The Sting all over again.

The guy on the right, might be Dew in disguise...

Nobody seen it coming.

Could this Bunker be in Brazil?

I warned, that the CEO of Cliffs, should never send money to feed the enemy with a war going on. I can't believe that he even made it public. And then got involved promoting a plandemic, injuring employees across the board. Made public offerings, in cash bonuses. Are CC's being transmitted from this bunker since both CEO and CFO were carefully positioned?

This is a pic of Cliffs top brass. CEO and CFO, in what appears to be, holed up in a bunker somewhere.

Cliffs needs a changing of the guard with these two clowns running around playing war. Lorenco looks like he needs a bath. LoL

Down 56% over the last 24 months. CNBC now destroying it further.. Reversal?

$CLF going to $5s

i guess BK is real issue now

not sure how this all transpired but this stock tanking from $20s to low $6s is bad

im guessing a shakeup in management is coming

perhaps an activist investor? could CEO be fired?

something big will be announced in 2025

CLF General Counsel sold ~$800K of stock today:

https://www.sec.gov/Archives/edgar/data/764065/000076406525000107/xslF345X05/wk-form4_1748042320.xml

Not a good look. The sale amounted to ~20% of the pre-existing position.

X issues kiss-ass press release:

https://finance.yahoo.com/news/u-steel-statement-president-trump-214100770.html

Something needs to change!

You're hallucinating. Out. Are you high? LoL SMH

You'll be able to get $2 to $3 shortly. No output means major revenue decrease from the bunker or not.

Is the ass grabbing CEO from the Congo still sending CLF money, out to the enemy troops in Ukraine? What was he thinking?

Top Brass, change out shortly. It's coming.

You're hallucinating. Out.

No it didn't. There was still 4 minutes left on the timer on Cliffs website. I clicked on the tab anyway and the call had already started.

One of the two Brazilians jumped the gun. Prerecorded from what I gathered. Investors aren't stupid.

The floor fell out anyway no matter what was said, timely or not.

I'll bet we see $3 again, this quarter.

Here's the top brass, holed up in what looks to be a make shift bunker.



Pay no attention to the man behind the curtain.

Listen to the CC (eom).

Who would have ever expected this with Trump entering the White House:

Huh? The CC started at the scheduled time and was live.

CLF 1Q25 CC slides:

https://d1io3yog0oux5.cloudfront.net/_99b8eb214d9ce1d55c0dc85e4f03f3f4/clevelandcliffs/db/1111/11958/file/CLF+-+Q1+2025+Earnings+Presentation+5.7.25.pdf

They started the call early! Bull Shit prerecording and they said Live

Something horseshit is going on.

CLF reports 1Q25 results:

https://www.clevelandcliffs.com/investors/news-events/press-releases/detail/674/cleveland-cliffs-reports-first-quarter-2025-results

1Q25 highlights

• Revenue of $4.47B, -11% YoY

• Steel shipments of 4.14M tons, +5% YoY

• ASP/ton of $980 vs $1,175 in 1Q24.

• Non-GAAP EPS (loss) of ($0.92) vs ($0.68) in 1Q24.

• Adjusted EBITDA (of -$174M vs -$81M in 1Q24

• 3/31/25 net debt of $7.5B, up from $7.0B at 12/31/24

• Plans canceled for transformer production plant in Weirton, WV “due to changes in scope from the project partner…”


CC Thursday at 8:30am ET.

CC slides:
https://d1io3yog0oux5.cloudfront.net/_99b8eb214d9ce1d55c0dc85e4f03f3f4/clevelandcliffs/db/1111/11958/file/CLF+-+Q1+2025+Earnings+Presentation+5.7.25.pdf

Tomorrow earnings report going to feel some pain.

Cleveland-Cliffs Inc. (NYSE: CLF) will announce its first-quarter 2025 earnings results after the U.S. market close on Wednesday, May 7, 2025.

The Company invites interested parties to listen to a live broadcast of a conference call with securities analysts and institutional investors to discuss the results on Thursday, May 8, 2025, at 8:30 am ET. The call can be accessed at www.clevelandcliffs.com and will also be archived and available for replay at that address.

Where the hell is the CEO and CFO? were they both arrested? Earnings call tomorrow May 7, following with conference call on the 8th with NO CEO or CFO hosting the call. Really strange, unless one considers the corruption and foolish mistakes of the two Brazilians at large.

Personally, I think their both at Camp Blaze, Guam.
Why no CEO or CFO on the call?

Nobody seen it coming.

Could this Bunker be in Brazil?

I warned, that the CEO of Cliffs, should never send money to feed the enemy with a war going on. I can't believe that he even made it public. And then got involved promoting a plandemic, injuring employees across the board. Made public offerings, in cash bonuses. Are CC's being transmitted from this bunker since both CEO and CFO were carefully positioned?



If both of these clowns, were taken into custody, share price will tank even further. They were warned. Shareholders will pay the price for sure.

It will be interesting to see who hosts the call tomorrow. Jefferies I suspect. This may go below $5 with a shit report.

The "fine print" is—>no "stacking" of tariffs on cars and car parts. Moreover, the steel component of cars will not be subject to the steel tariff.

The 25% tariff on imported cars will continue, and a new 25% tariff on auto parts will go into effect this weekend, as previously announced. But there’s some new fine print.
It will take 24 months for this auto fiasco to recover.

Bullish for CLF:

https://www.cnn.com/2025/04/28/business/us-auto-tariffs-easing-deal-intl-hnk?Date=20250429&Profile=cnnbrk&utm_content=1745959744

https://finance.yahoo.com/news/cleveland-cliffs-inc-clf-among-011522948.html

https://www.marketscreener.com/quote/stock/CLEVELAND-CLIFFS-INC-37488524/news/B-Riley-Cuts-Price-Target-on-Cleveland-Cliffs-to-17-From-20-Keeps-Buy-Rating-49688813/

https://www.reuters.com/markets/us/tariffs-may-mean-more-us-steel-jobs-will-there-be-workers-fill-them-2025-04-23/

I think the big decline here is more about inflation fears and the fact that if fewer cars are sold, less steel will be purchased to make said cars. And the tariffs will tank car sales, as prices rise dramatically, just no way around that fact.

Still have some, but, if it gets a bit lower probably buy more. I can't believe the witch in Lansing would let this industry go down the tubes. But, I guess we'll see.

Interesting read.
ese-owners-threaten-shutdown-of-essential-national-security-infrastructure?utm_source=messages&utm_campaign=android_nyp&utm_medium=social

Interesting article about CLF's Tilden mine in the UP of Michigan. While the article has a heavy bias against renewable energy, it does give a glimpse of the steel industry in the US. No wonder the Governor of Michigan was seeing Trump this week...https://open.substack.com/pub/energybadboys/p/a-michigan-iron-mine-will-pay-15?r=nqhn&utm_medium=ios

Is ??Cleveland-Cliffs Inc. (CLF) the Best Low Priced Growth Stock To Invest In? https://search.app/SwjPA

https://gmk.center/en/news/cleveland-cliffs-opens-may-orders-for-hrc-at-975-t/

I knew it. Where are the CEO and CFO for the CC?

Cleveland-Cliffs Inc. (NYSE: CLF) will announce its first-quarter 2025 earnings results after the U.S. market close on Wednesday, May 7, 2025.

The Company invites interested parties to listen to a live broadcast of a conference call with securities analysts and institutional investors to discuss the results on Thursday, May 8, 2025, at 8:30 am ET. The call can be accessed at www.clevelandcliffs.com and will also be archived and available for replay at that address.

Why no CEO or CFO on the call?



Nobody seen it coming.

Could this Bunker be in Brazil?

I warned, that the CEO of Cliffs, should never send money to feed the enemy with a war going on. I can't believe that he even made it public. And then got involved promoting a plandemic, injuring employees across the board. Made public offerings, in cash bonuses. Are CC's being transmitted from this bunker since both CEO and CFO were carefully positioned?

CLF was $9.29 when this clip was by produced. Now, it is $6.86 per share. The Trump miracle..

Very interesting 
https://www.wsj.com/opinion/low-politics-over-u-s-steel-cleveland-cliffs-monopoly-trump-deal-b67f8b41

yes, cancel the Nippon deal...

There won't be a dividend in the near future because CLF is using free cash flow to pay down debt. Moreover, CLF is presumably still interested in pursuing US Steel at some point, if the Nippon deal does not go through.

Reducing costs might have some affect, and, or improving accounting methods? certainly getting back to paying a stock dividend might help as well, after all, its only paper money! New Management?

https://www.tradingview.com/news/zacks:2a9af6d67094b:0-clf-stock-trades-near-52-week-low-should-you-buy-hold-or-sell/

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