Labrador Iron Mines Holdings Ltd.

LIM-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about LIM-T

Signal
Opinion
Expert
HOLD
HOLD
October 9, 2012

(Market Call Minute.) Good name but iron ore prices have fallen dramatically and won’t go anywhere until you see a strong bounce in the steel cycle.

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(Market Call Minute.) Good name but iron ore prices have fallen dramatically and won’t go anywhere until you see a strong bounce in the steel cycle.

HOLD
HOLD
August 31, 2012

Very high cost producer so it is highly levered to iron ore prices. Production cost plus commission and transportation is about $110 per ton and iron ore is trading roughly in the $90 range so it is negatively cash flowing and they will have to eat into the cash balance to maintain the mine. There may still be more downside but when it bounces, it will bounce really hard.

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Very high cost producer so it is highly levered to iron ore prices. Production cost plus commission and transportation is about $110 per ton and iron ore is trading roughly in the $90 range so it is negatively cash flowing and they will have to eat into the cash balance to maintain the mine. There may still be more downside but when it bounces, it will bounce really hard.

DON'T BUY
DON'T BUY
August 22, 2012

Not particularly enamoured with this stock. Would prefer Labrador Iron Ore Royalty (LIF.UN-T) because of the weakness of steel demand from China with significant weakness in the price of iron ore. This company is a bit challenged from a profitability perspective.

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Not particularly enamoured with this stock. Would prefer Labrador Iron Ore Royalty (LIF.UN-T) because of the weakness of steel demand from China with significant weakness in the price of iron ore. This company is a bit challenged from a profitability perspective.

DON'T BUY
DON'T BUY
July 30, 2012

Capital expenditures are quite high in this area. He is not a big fan.

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Capital expenditures are quite high in this area. He is not a big fan.

DON'T BUY
DON'T BUY
June 27, 2012
Fundamentals are great. Iron ore market feeds the steel market but you have long shipping distances. Also China is slowing.
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Fundamentals are great. Iron ore market feeds the steel market but you have long shipping distances. Also China is slowing.
COMMENT
COMMENT
May 10, 2012
Extraordinary. Going into production and the market has really come off. Probably the most intriguing one of the whole group. His only caveat is that China is going to grow slower and may not need as much steel production.
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Extraordinary. Going into production and the market has really come off. Probably the most intriguing one of the whole group. His only caveat is that China is going to grow slower and may not need as much steel production.
COMMENT
COMMENT
April 13, 2012
Tremendous support at $4.50. It is below the 40 and 50 day moving averages but he would be surprised if it were below its current price. If it starts to post a weekly low below $4 and you own, reduce your holdings.
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Tremendous support at $4.50. It is below the 40 and 50 day moving averages but he would be surprised if it were below its current price. If it starts to post a weekly low below $4 and you own, reduce your holdings.
HOLD
HOLD
February 13, 2012
In general, iron ore that has shipped has failed. The driver for it is China, which is slowing. Steel cycle precedes the copper cycle.
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In general, iron ore that has shipped has failed. The driver for it is China, which is slowing. Steel cycle precedes the copper cycle.
COMMENT
COMMENT
February 6, 2012
There is a lot of interest in iron ore but this area needs a bit of consolidation. There are a bunch of juniors with 43101 reserves. A little bit speculative at this stage.
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There is a lot of interest in iron ore but this area needs a bit of consolidation. There are a bunch of juniors with 43101 reserves. A little bit speculative at this stage.
DON'T BUY
DON'T BUY
September 19, 2011
If iron ore stays in this valuation range, they could get into the teens. The problem he has with iron ore right now is if China goes into a slowdown, they have too much steel capacity so the inputs to steel will have some kind of hiccup.
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If iron ore stays in this valuation range, they could get into the teens. The problem he has with iron ore right now is if China goes into a slowdown, they have too much steel capacity so the inputs to steel will have some kind of hiccup.
DON'T BUY
DON'T BUY
June 27, 2011
Nice project and good management team but he is pretty negative on the global growth story. Iron ore prices are largely driven by Chinese demand and this has likely peaked. Would be cautious.
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Nice project and good management team but he is pretty negative on the global growth story. Iron ore prices are largely driven by Chinese demand and this has likely peaked. Would be cautious.
COMMENT
COMMENT
May 24, 2011
Not a full producer yet. China imports 46% of the world’s Iron Ore. Sees China spending 4 Trillion dollars on infrastructure in the next 2 years – they will need a lot of steel.
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Not a full producer yet. China imports 46% of the world’s Iron Ore. Sees China spending 4 Trillion dollars on infrastructure in the next 2 years – they will need a lot of steel.
BUY
BUY
March 10, 2011
Iron ore’s outlook looks very good. LIM looks interesting. It is not the most junior so not the most likely to be taken out.
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Iron ore’s outlook looks very good. LIM looks interesting. It is not the most junior so not the most likely to be taken out.
WAIT
WAIT
March 9, 2011
Will be producing near term. Iron ore is a crowded space in Canada. Short-term outlook in markets is volatile. But long-term demand for Iron Ore in China is strong. You have to be willing to ride out the volatility. New Millennium and Champion are alternates.
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Will be producing near term. Iron ore is a crowded space in Canada. Short-term outlook in markets is volatile. But long-term demand for Iron Ore in China is strong. You have to be willing to ride out the volatility. New Millennium and Champion are alternates.
HOLD
HOLD
March 2, 2011
Analysts have high teens for the stock price. In a funny position. Build a project but can’t operate it in the winter so they wait for spring before starting. Providing everything starts up OK, you are going to see a bump in the stock. They are taking of expanding (Doubling) the project again. If so, the stock will go higher.
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Analysts have high teens for the stock price. In a funny position. Build a project but can’t operate it in the winter so they wait for spring before starting. Providing everything starts up OK, you are going to see a bump in the stock. They are taking of expanding (Doubling) the project again. If so, the stock will go higher.
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