Cleveland Cliffs Inc (CLF)

[keep_trying]

SG, the pre earnings report quiet period ends tomorrow…(as you know).

I expect to see:
-good, likely record setting 3Q earnings
-some contextual detail about pricing of steel sold and contracts update status. affirmation of robustness of demand and Cliffs sales.
-projections for 4Q 2021, Cliffs guidance
-progress towards net zero debt goal
-discussion of 2022 financials prospects for Cliffs and the US steel sector in general
-info on green steel priorities progress, status vs. competitors
-infrastructure bill considerations for Cliffs
-maybe, something on China’s role in markets and views about Section 232/tariffs
-details about Cliffs new scrap acquisition and the role of scrap/HBI development for Cliffs going forward
-maybe something about autos sales backlog and recent hype about magnesium feedstock distribution shortages ala China electricity rationing and chip shortage role, impacts on Cliffs
-maybe something about the convertible debt (may get deferred until after 1/15/2022)
-shareholder satisfiers (buybacks, dividends, strategic growth or ???).