LIFZF News and Press, Labrador Iron Ore Royalty Corp From 05/17/23

2023-05-17 12:09:23 ET Summary On our last coverage, we passed on purchasing Labrador Iron Ore Royalty Corporation. The stock has gone lower and the dividend got cut. We look at the Q1-2023 results and update our thesis. All values are in CAD unless noted otherwise. ...

2023-03-08 04:57:10 ET Labrador Iron Ore Royalty press release ( OTCPK:LIFZF ): Q4 GAAP EPS of $0.70. Revenue of $48.3M (-19.6% Y/Y). Total concentrate production in 2022 was 19.1 million tonnes. Outlook: Rio Tinto's 2023 guidance for IOC's saleable production tonn...

Summary 2023 will be a challenging year for potash, copper and iron ore operators. Altius Minerals is not expected to perform well as 80% of its business is exposed to potentially underperforming commodities. At current levels, which are not low, investors should consider selling so...

Summary Labrador Iron has produced amazing results, beating BHP and Rio Tinto since the beginning of 2020. The current yield is solid and the weak Canadian dollar has helped the company. We tell you why we are not sold. All values are in CAD unless noted otherwise. ...

Labrador Iron Ore Royalty press release ( OTCPK:LIFZF ): Q3 Non-GAAP EPS of C$1.09. Revenue of C$64.1M (-14.2% Y/Y). Rio Tinto's 2022 guidance for IOC's saleable production remains at 17.0 million to 18.7 million tonnes. This compares to 16.6 million tonnes of saleable pro...

Summary A new position was established in Labrador Iron Ore Royalty Corp. Labrador Iron Ore receives royalties on a major iron ore mine in the northeastern corner of Canada. Labrador Iron Ore has an extra source of earnings, its equity interest in IOC, the mining company, from...

Summary Labrador Iron Ore Royalty Corporation owns a 7% iron ore royalty interest in Iron Ore Company of Canada. Iron ore prices are likely to decline as Fed policy pressures the economy. This should decrease the current 12.87% yield. Even with the yield going lower, the c...

Labrador Iron Ore Royalty press release ( OTCPK:LIFZF ): Q2 GAAP EPS of C$1.23. Revenue of C$66.4M (-16.2% Y/Y). For further details see: Labrador Iron Ore Royalty GAAP EPS of C$1.23, revenue of C$66.4M

Labrador Iron Ore owns 15.1% of the Iron Ore Company of Canada and has a 7% royalty on IOC's production. It sports a high current dividend yield of 10%+. Unfortunately, iron ore prices are highly cyclical and are on a downtrend due to the weakening Chinese property market. Inv...

Commodity prices are plunging as of late. Is this the end of the so-called commodity super-cycle or a buy-the-dip opportunity? In this article, I reason demand for commodities may be stronger than perceived, while supply remains structurally tight. I believe the commodity super-cycle ...