[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  SnowBall Equity [@Snowball_Equity](/creator/twitter/Snowball_Equity) on x XX followers Created: 2025-07-21 18:44:11 UTC $CLF - UP XX% 📈midday after reporting earnings this morning. I just listened to the call and read the report, here were my key items to note: Shipment Volume: 4.3M Net Tons✅ Revenue: $4.93B✅(BEAT) $4.9B est. EPS: $-XXXX ✅(BEAT) $-XXXX est. Core Business Headlines: • $CLF continues to execute on its full year goal of lowering steel cost per ton by $XX. Thus combined with seeing an increased price of steel from the Trump XX% Steel Tariff will allow for the company to return to positive FCF and to reduce debt. • Steel Volume was at all time highs. This comes as not too big of a surprise as OEM’s are not importing as much steel and are buying $CLF steel at a higher clip. This is because the tariffs make $CLF steel much more competitive again imports that are artificially pumped lower. • The end of the Steel Slab contract which was a negative EBITDA contributor to $CLF this quarter is ending in Q4. There will be a $120M tailwind to EBITDA following that contract expiring at current market rates. • Many interested buyers in acquiring the idled plants. Based on management comments it sounds like hyperscalers (maybe $META, $GOOG, $AMZN, or others) are interested in acquiring property because of the already established infrastructure XX engagements  **Related Topics** [eps](/topic/eps) [$49b](/topic/$49b) [$493bbeat](/topic/$493bbeat) [$clf](/topic/$clf) [stocks basic materials](/topic/stocks-basic-materials) [Post Link](https://x.com/Snowball_Equity/status/1947367017020813806)
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SnowBall Equity @Snowball_Equity on x XX followers
Created: 2025-07-21 18:44:11 UTC
$CLF - UP XX% 📈midday after reporting earnings this morning. I just listened to the call and read the report, here were my key items to note: Shipment Volume: 4.3M Net Tons✅ Revenue: $4.93B✅(BEAT) $4.9B est. EPS: $-XXXX ✅(BEAT) $-XXXX est.
Core Business Headlines: • $CLF continues to execute on its full year goal of lowering steel cost per ton by $XX. Thus combined with seeing an increased price of steel from the Trump XX% Steel Tariff will allow for the company to return to positive FCF and to reduce debt. • Steel Volume was at all time highs. This comes as not too big of a surprise as OEM’s are not importing as much steel and are buying $CLF steel at a higher clip. This is because the tariffs make $CLF steel much more competitive again imports that are artificially pumped lower. • The end of the Steel Slab contract which was a negative EBITDA contributor to $CLF this quarter is ending in Q4. There will be a $120M tailwind to EBITDA following that contract expiring at current market rates. • Many interested buyers in acquiring the idled plants. Based on management comments it sounds like hyperscalers (maybe $META, $GOOG, $AMZN, or others) are interested in acquiring property because of the already established infrastructure
XX engagements
Related Topics eps $49b $493bbeat $clf stocks basic materials