TSE:LIF

Labrador Iron Ore Royalty (LIF.TO)

27.40
-0.56 (2.00%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Labrador Iron Ore Royalty (LIF-T) presents a compelling option for retirees seeking steady income through dividends. Experts highlight the stability of the company, given that it operates in the iron ore sector with Rio Tinto as its operator, which brings a level of reliability. The firm offers a notable yield of around 4.5% and has a history of paying special dividends, making it attractive to income-focused investors. While there are some concerns about the broader steel market due to potential challenges from technology, the general outlook remains positive. As the stock has recently pulled back, some experts suggest it's an opportune moment to consider buying, particularly if it can be acquired at around $26, with expectations of price ceilings near $33 in the future.

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Consensus
Positive
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Valuation
Fair Value
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COMMENT

This has come down a long way. Risk is in the iron ore pricing right now. Starting to see some stabilization. Thinks there is a risk of a fair drop in earnings here which limits their ability to pay anything to shareholders so there is a risk to the payout.

COMMENT

Thinks the dividend is sustainable. They will be doing some expansion plans. There has been some recent takeover speculation. Iron ore prices have been soft globally. They are a very low cost producer but there are big projects going around globally that are a big competitive threat. Good price.

BUY

Collects a percentage royalty off the top making it his preferred choice in iron ore. Sees upside potential and really likes the dividend yield of 4.6%.

BUY
(Market Call Minute.) Likes this one.
COMMENT
Expanding its production. Very hefty dividend. This would be her preferred way of playing iron ore.
PAST TOP PICK
(A Top Pick March 1/11. Down 1.41%.) Had a 2 for 1 split in June. There is some risk. Will continue to Hold but it does trade with the metals, so he has to watch it carefully.
TOP PICK
Combination of a yield over 6% and a royalty company that doesn’t actually operate mines. It takes a royalty on each tone ship and a % royalty on the probability. Banking on the Asian market doing ok.
BUY
Strong payout. A commodity type stock so has an extra risk profile to it. Good yield. Well-managed.
BUY ON WEAKNESS
Would be positively inclined if it pulled back into the $20’s. Rio Tinto (RIO-N), a part owner of the deposit, are looking at expanding production and potentially doubling it. Likes it long-term because of China and iron ore. Give it 3.1% and also they keep paying special dividends.
HOLD
Chart looks favourable as it has stayed pretty steady between $40 and $32.
BUY
This is economically sensitive, but is a large holding for him. Iron Ore prices have held globally. If production costs go up it doesn’t hurt them. Pays a nice yield. If you believe that it is possible that growth can stay somewhat positive, this should continue to do quite well. Price is moving around because there is concern about the global economy.
HOLD
Decent yield of 3.1%. A little more volatile than some of the old trusts but well managed.
BUY
Been a top pick of his a few times. In the top 10 in his firm. Great way to play Iron Ore. As long as they grow production over time you get that dividend and increases over time. It’s not impossible for some one to come along and want to buy them. Great income stream.
BUY
Iron ore is in pretty tight supply. Chinese supplies look like they are only a month. There are only a few large players in the space. This one not only has a 15% ownership in Iron Ore Company of Canada but they also get a 7% royalty on all the iron ore produced. Benefits from rising prices, but doesn’t get hurt by rising costs. Great yield.
TOP PICK
Have 15% of the Iron Ore Co of Canada. They get a royalty on the production. Very strong demand globally for iron ore. Production is likely to go from 18 million tons to 26 million tons over the next couple of years. Can grow production to 50 million tons with the right investment with their partners. 100 years of reserve life. Good yield.
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