Aug. 3 at 1:47 PM
$CLF Massive Discount to Fair Value: Discounted Cash Flow (DCF) models put CLF's intrinsic value significantly higher than today's price, with conservative cash flow models pegging the stock as roughly 39% undervalued.Depressed Multiples: CLF trades at a Price-to-Sales (P/S) multiple of just 0.3x, which sits well under the standard metals and mining peer average of 1.7x.Turning Operations: The steep losses of 2025 are narrowing quickly. Q2 2026 adjusted EBITDA tripled quarter-over-quarter to
$286 million, driven by a massive recovery in automotive steel shipments.Catalysts In Motion: The company shed its value-destructive ArcelorMittal legacy slab contract, a structural shift that management expects to lift future EBITDA margins dramatically. BUT WHO CARES WHEN TBE FKNG FED KEEPS RATES HIGH , performance go to hell, Comrade Warsh steers the economy