Mesabi Trust Press Release
April 16 2024 - 4:05PM
Business Wire
Announcement of Mesabi Trust Distribution
The Trustees of Mesabi Trust (NYSE:MSB) declared a distribution
of twenty-nine cents ($0.29) per Unit of Beneficial Interest
payable on May 20, 2024 to Mesabi Trust Unitholders of record at
the close of business on April 30, 2024. This compares to no
distribution declared for the same period last year.
The Trustees’ announcement today of a twenty-nine cents ($0.29)
per Unit distribution, as compared to no distribution announced by
the Trust at the same time last year, reflects an increase in the
distribution compared to the same period in the prior year, and is
primarily attributable to the restart of Northshore operations in
April 2023, and to an increase in the total royalties received by
the Trust in January 2024, as compared to the total royalties
received by the Trust in January 2023. In particular, the Trust’s
receipt of total royalty payments of $6,432,434 on January 30, 2024
from Cleveland-Cliffs Inc. (“Cliffs”), the parent company of
Northshore Mining Company (“Northshore”), was higher than the total
royalty payments of zero dollars ($0.00) received by the Trust from
Cliffs in January 2023.
The distribution announced today also reflects that, until July
30, 2023, the Trust had received no royalties in the Trust’s three
previous fiscal quarters, as well as the current continuing
uncertainties related to previous announcements by Cliffs about its
intention to continue to treat Northshore as a swing operation.
Accordingly, the Trustees’ decision announced today also reflects
their determination to maintain an appropriate level of reserves in
order to make adequate provision to meet current and future
expenses and present and future liabilities (whether fixed or
contingent) that may arise in the future.
The Trustees have received no specific updates on Cliffs’ plans
for the current year concerning Northshore iron ore operations. The
Trustees’ distribution announcement today also takes into account
numerous other factors, including uncertainties resulting from
Cliffs’ prior announcements to increase the use of scrap iron in
its vertical supply chain planning, the potential volatility in the
iron ore and steel industries generally, national and global
economic uncertainties, the cost and expense related to the Trust’s
pending arbitration against Northshore and Cliffs, and further
potential disturbances from global unrest.
Quarterly royalty payments from Northshore for iron ore
production and shipments during the first calendar quarter, which
are payable to Mesabi Trust under the royalty agreement, are due
April 30, 2024, together with the quarterly royalty report. After
receiving the quarterly royalty report, Mesabi Trust plans to file
a summary of the quarterly royalty report with the Securities and
Exchange Commission in a Current Report on Form 8-K.
Forward-Looking Statements
This press release contains certain forward-looking statements
with respect to Northshore operations in 2024 and other matters,
which statements are intended to be made under the safe harbor
protections of the Private Securities Litigation Reform Act of
1995, as amended. Cliffs’ actual utilization of the Northshore
operations could differ materially from current expectations due to
inherent risks and uncertainties such as general adverse business
and industry economic trends, uncertainties arising from war,
terrorist events, recession, potential future impacts of the
coronavirus (COVID-19) pandemic and other global events, higher or
lower customer demand for steel and iron ore, decisions by mine
operators regarding curtailments or idling of production lines or
entire plants, announcements and implementation of trade tariffs,
environmental compliance uncertainties, difficulties in obtaining
and renewing necessary operating permits, higher imports of steel
and iron ore substitutes, processing difficulties, consolidation
and restructuring in the domestic steel market, and other factors.
Although the Mesabi Trustees believe that any such forward-looking
statements are based on reasonable assumptions, such statements are
subject to risks and uncertainties, which could cause actual
results to differ materially. Additional information concerning
these and other risks and uncertainties is contained in the Trust’s
filings with the Securities and Exchange Commission, including its
Annual Report on Form 10-K for the fiscal year ended January 31,
2023, its Quarterly Report on Form 10-Q for the fiscal quarter
ended April 30, 2023 and its Quarterly Report on Form 10-Q for the
fiscal quarter ended October 31, 2023. Mesabi Trust undertakes no
obligation to publicly update or revise any of the forward-looking
statements made herein to reflect events or circumstances after the
date hereof.
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