24/7 Wall Street
07 Jun 2026, 14:40 UTC · 2h ago
1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle
24/7 Wall Street
07 Jun 2026, 14:40 UTC · 2h ago
Story key points
5 claims · impact-rated
Cleveland-Cliffs carries $7.76 billion in total debt against only $45 million in cash. — Extreme leverage creates significant solvency risk and makes the company highly vulnerable to any downturn in demand or policy shifts.
-0.80U.S. steel imports have fallen to their lowest levels since 2008 due to current trade enforcement policies. — Reduced competition from imports provides a structural tailwind for domestic producers' pricing power and market share.
+0.60Cleveland-Cliffs expects a $500 million EBITDA tailwind starting in Q2 2026 following the expiration of a value-destructive slab contract. — The removal of a costly contractual obligation directly improves margins and earnings potential in the near term.
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The company's Q1 2026 adjusted EBITDA swung from a loss of $179 million to a profit of $95 million. — This indicates a fundamental inflection in operating performance, moving from losses toward profitability.
Cleveland-Cliffs was named the 2025 GM Supplier of the Year and has multi-year contracts with all major automotive OEMs. — Strong integration with the automotive sector secures long-term demand and validates product quality.
+0.30Ticker attribution
Model heads
The company has entered a 'game changer' AI partnership with Cleveland-Cliffs.
The company shows improving fundamentals, EBITDA growth, and strong tariff tailwinds, though significant debt remains a risk.
Mentioned positively as part of a strong supplier relationship with CLF.
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Market reaction
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