Labrador Iron Ore Royalty

LIF-T

TSE:LIF

15.59
0.27 (1.70%)
Labrador Iron Ore Royalty Corp through its subsidiaries holds equity interest in Iron ore company of Canada. It earns royalty on all iron ore products produced, sold and shipped.
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Analysis and Opinions about LIF-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 22, 2014

Iron ore is a fungible product. One shipment is the same as another. If the price of iron ore is going down globally, as it is, it is not a pretty picture. With the demand for steel, particularly in China, affecting the price of iron ore, it is a tough time to be in this business. It is a good mine and a good ore body and they can produce as long as the price doesn’t fall too far.

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Iron ore is a fungible product. One shipment is the same as another. If the price of iron ore is going down globally, as it is, it is not a pretty picture. With the demand for steel, particularly in China, affecting the price of iron ore, it is a tough time to be in this business. It is a good mine and a good ore body and they can produce as long as the price doesn’t fall too far.

COMMENT
COMMENT
September 17, 2014

Has been hitting new lows. Its high was back in 2011 at $40. He has a model price of $46.05. China is slowing down quite markedly. Thinks our material stocks are really picking up that slow down. This is at a crucial level in his programs (EBV +4) at $25.40. If there is a negative transit of that, this is a shoo-in to go to level EBV +3, his red line of $20.30, so there is downside risk.

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Has been hitting new lows. Its high was back in 2011 at $40. He has a model price of $46.05. China is slowing down quite markedly. Thinks our material stocks are really picking up that slow down. This is at a crucial level in his programs (EBV +4) at $25.40. If there is a negative transit of that, this is a shoo-in to go to level EBV +3, his red line of $20.30, so there is downside risk.

TOP PICK
TOP PICK
May 23, 2014

Has been under a lot of pressure because of a weak outlook on iron ore. Although she doesn’t expect great things out of the iron ore market, this company has a number of factors that can offset the weaker iron ore pricing environment. This is a royalty company so you are basically getting a 7% top line royalty and not taking on a lot of the operating risks. Yield of 3.53%.

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Has been under a lot of pressure because of a weak outlook on iron ore. Although she doesn’t expect great things out of the iron ore market, this company has a number of factors that can offset the weaker iron ore pricing environment. This is a royalty company so you are basically getting a 7% top line royalty and not taking on a lot of the operating risks. Yield of 3.53%.

HOLD
HOLD
December 16, 2013

A conservative way to play the resource space. Essentially, their business is run by Rio Tinto (RIO-T) and the Iron Ore Company of Canada. Gives you a decent yield. Good, long-term holding.

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A conservative way to play the resource space. Essentially, their business is run by Rio Tinto (RIO-T) and the Iron Ore Company of Canada. Gives you a decent yield. Good, long-term holding.

BUY
BUY
September 12, 2013

(Market Call Minute.) Commodity group has been very, very weak. However, this one is a beneficiary of royalties and production for the Labrador iron ore Company of Canada.

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(Market Call Minute.) Commodity group has been very, very weak. However, this one is a beneficiary of royalties and production for the Labrador iron ore Company of Canada.

PAST TOP PICK
PAST TOP PICK
February 8, 2013

(Top Pick Feb28/12, Down 0.38%) He bought in the dip. Still really likes it and it has a nice yield so he is getting paid to wait. If Asia continues to go they will need all the Iron Ore they can get.

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(Top Pick Feb28/12, Down 0.38%) He bought in the dip. Still really likes it and it has a nice yield so he is getting paid to wait. If Asia continues to go they will need all the Iron Ore they can get.

COMMENT
COMMENT
January 3, 2013

We have come into a positive pricing situation which has suddenly erupted, particularly over in Asia. You can hold this for the short-term if you believe that a rally in the strength in the pricing is going to continue.

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We have come into a positive pricing situation which has suddenly erupted, particularly over in Asia. You can hold this for the short-term if you believe that a rally in the strength in the pricing is going to continue.

BUY
BUY
November 29, 2012

An overriding royalty on an iron ore producer. Iron ore prices have gone down considerably over the last year. This is one that is dependent on growth in China and emerging markets. We are starting to see signs of stabilization in China.

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An overriding royalty on an iron ore producer. Iron ore prices have gone down considerably over the last year. This is one that is dependent on growth in China and emerging markets. We are starting to see signs of stabilization in China.

HOLD
HOLD
November 1, 2012

Have been developing their mine and they are in production but unfortunately, have run into a bit of a storm in terms of a slowdown in China and a drop in iron ore prices from over $200 to just under $100. Think that they have enough cash to survive.

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Have been developing their mine and they are in production but unfortunately, have run into a bit of a storm in terms of a slowdown in China and a drop in iron ore prices from over $200 to just under $100. Think that they have enough cash to survive.

COMMENT
COMMENT
October 2, 2012

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.

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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
COMMENT
September 10, 2012

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.

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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
BUY
August 22, 2012

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%.

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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
BUY
July 27, 2012
(Market Call Minute.) Likes this one.
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(Market Call Minute.) Likes this one.
COMMENT
COMMENT
June 8, 2012
Expanding its production. Very hefty dividend. This would be her preferred way of playing iron ore.
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Expanding its production. Very hefty dividend. This would be her preferred way of playing iron ore.
PAST TOP PICK
PAST TOP PICK
March 6, 2012
(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.
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(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.
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