TSE:LIF

Labrador Iron Ore Royalty (LIF.TO)

27.15
-0.17 (0.62%)
as of Aug 6, 2026, 8:00:01 pm Market Open.
229 watching
0
Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Labrador Iron Ore Royalty (LIF-T) has garnered positive assessments from experts, particularly noting its long-term appeal for retirees due to its solid dividend yield of 4.5% and potential for special dividends. With Rio Tinto as the operator of the iron ore mine, the royalty structure presents a lower risk compared to traditional mining investments, making it an attractive option. Experts highlight the importance of iron ore in steel production and infrastructure, although they express some caution regarding technological advancements that could impact the steel sector. While one expert advises against chasing the stock's current strength, suggesting a buying opportunity during corrections, they anticipate a price ceiling of $33 in the coming years, making it a stable income source for investors.

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Consensus
Positive
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Valuation
Fair Value
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NEM
BUY
To mitigate interest rate risks, tilt your portfolio towards economically sensitive income trusts such as oil/gas sector, resource plays like Fording Canadian Coal (FDG.UN-T), Labrador Iron Ore (LIF.UN-T) as well as business trusts that can deliver you decent growth going forward. A growth in distributions will do a very good job in offsetting rising rate impacts.
WATCH
It should find some support here. Got far away from its 200 day moving average in March which normally means profit taking which has happened. The market and stock oversold. The next move should be up, but would wait for an upward reaction to see if it will move into a new high terrirtory..
BUY
A high quality name. Took a jump up based on the news that they are going to realize over 70% increase in iron ore pricing. Has also just been added to S&P/TSX Cap Income Trust Index. Outlook is quite good for the longer term.
BUY
Playing on the commodity theme and China, there's an enormous appetite coming out of China for iron ore. Could be a takeover target by Rio Tinto (RTP-N). Fairly stable yield. Increasing cash flow.
BUY
Long term, an absolute tremendous hold. One of the great reserve life mining companies in the world.
STRONG BUY
Iron ore prices have been on a tear. Steel production needds this and demand for steel has been strong. Rio Tinto (RTP-N) owns a majority position, so they may want to take out the balance. Definitely upside from here.
DON'T BUY
A royalty fund. They get a 7% royalty from revenues of Labrador Iron Ore sales. Demand for iron ore pellets is going up. Expects another price increase this year. Also an increase in production is slated once their facilities are expanded. A lot of the good news is already priced in. If you own, take some profits and buy back on dips.
TOP PICK
Pays about 4%. Iron ore is going up in price. Steel went up 60% last year but iron ore only went up 20%. Should catch up this year. The company is expanding. Owns some hidden value in a private iron ore company that it doesn't receive any cash flow from.
BUY
Iron ore is a very attractive commodity. Unlike other commodities, the price is set between the mines and the steel companies. Outlook for the next couple of years is quite good. Expects an increase in their payout in the next year or two.
BUY
Won't be an exciting company but a good trust. Long life assets.
BUY
The boom of steel in China has created a demand for coal. 3 ways to play coal is Fording, Labrador Iron Ore and Westshore Terminal. All three are good.
HOLD
The run-up has to do with the shortage of iron ore. Expect there will be some expansion, but it is a year or two away.
BUY
One way to play coal. The price of coal is rising.
WEAK BUY
Has a 100 year resource base plus a royalty paid by Labrador Co. of Canada. A little expensive now.
PAST TOP PICK
(Was a top pick on April 16. Up 4%)
Showing 181 to 195 of 208 entries