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OPINION

Steelmaker Must Change Its Strategic Direction

steel welding and or manufacturing and or steelworks

(Guteksk7/Dreamstime.com)

Charlie Kolean By Tuesday, 17 December 2024 09:10 AM EST Current | Bio | Archive

(Editor's Note: The following opinion column does not constitute an endorsement of any product or service, on the part of Newsmax. It is not to be construed as securities, or other, financial advice, and is neither an inducement to buy or sell securities, on the part of Newsmax.)

Is the steel and iron-ore company, Cleveland-Cliffs hurtling toward disaster?

Shareholders should be outraged.

The company has plunged into financial chaos, pursued unaffordable acquisitions, and tanked its stock value — all while ignoring the fundamentals that ensure long-term stability. It’s time for shareholders to wake up and demand accountability before Cleveland-Cliffs collapses under its own mismanagement.

Here are the facts.

Cleveland-Cliffs’ $7.3 billion bid for U.S. Steel was doomed from the start, with financial statements showing assets totaling just $6.5 billion — nowhere near what was needed to complete the deal.

After losing out to Nippon Steel, the company continues its delusional acquisition spree, chasing a $500 million deal with Russia’s NLMK Midwest division and a $2.5 billion purchase of Stelco in Canada.

Where is this money coming from?

The answer is clear: it’s not, and shareholders are the ones who will pay the price.

The market sees the writing on the wall. Cleveland-Cliffs’ stock has cratered.

Analysts are fleeing, with JP Morgan slashing its rating and GLJ Research outright recommending selling the stock.

Why?

Because this company is bleeding cash, reporting a pathetic $9 million profit in Q2 2024 — less than a penny per share. Cleveland-Cliffs is recklessly throwing money at deals it can’t afford.

Over the past year, Cleveland-Cliffs has consistently failed to prioritize the financial well-being of its shareholders.

Instead of delivering returns, it has focused on a series of poorly conceived acquisitions that seem more like desperate gambles than sound strategies. Shareholders should ask themselves: how much longer can this trajectory continue before the company faces irreversible damage?

What’s worse, Cleveland-Cliffs’ failures are not happening in isolation.

They are dragging down confidence in the broader U.S. steel industry, a sector that is critical to national infrastructure and economic security.

As Cleveland-Cliffs flounders, it risks tarnishing the reputation of American steelmakers and leaving the industry vulnerable to Chinese competition.

If the company’s mismanagement continues unchecked, it could undermine efforts to maintain a strong domestic steel sector.

The company’s questionable acquisitions and financial freefall are leading it straight off a cliff.

Shareholders must demand immediate action to stop this train wreck before it destroys their investments entirely.

Charlie Kolean has worked as a senior policy adviser for state legislators, multinational corporations, and think tanks. Mr. Kolean has been involved in politics for over a decade as an activist, candidate, political consultant, and party leader. He was a bundler on the Trump Finance Victory Committee and is a member of the American Association of Political Consultants. Readmore of his reports — Here.

© 2024 Newsmax. All rights reserved.


CharlieKolean
Shareholders should ask themselves: how much longer can this trajectory continue before the company faces irreversible damage? Cleveland-Cliffs’ failures are not happening in isolation.
cleveland, nippon, nmlk
470
2024-10-17
Tuesday, 17 December 2024 09:10 AM
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