---
title: "CLF recent pricing"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40195287.md"
description: "CLF, this thing, is actually not that complicated. POSCO previously did the math: 700 million, 10%, that's 7 billion. At 12.5 per share, they think it's worth it; at this level, if CLF doesn't want to talk, the message is also clear: 12.5 won't work, they need to pay more. This situation feels quite familiar. When LBRT was at 11 dollars, it was exactly the same situation. Either it's the capital, or the company itself, setting the price there. Later at 21, the company issued bonds at 34.5 and 50, meaning the capital believes the price can go above 34.5. So where is CLF's value midpoint? Personally, I think..."
datetime: "2026-04-24T19:55:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40195287.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40195287.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40195287.md)
author: "[奇迹的交易员cola](https://longbridge.com/en/profiles/10743314.md)"
---

# CLF recent pricing

> CLF, actually, isn't that complicated.

POSCO did the math before: 700 million, 10%, that's 7 billion. At $12.5 per share, they think it's worth it; at this level, if CLF doesn't want to negotiate, the message is clear too, $12.5 won't work, they have to pay more.

This situation feels quite familiar. When LBRT was at $11, it was exactly the same scenario. Either capital or the company itself set the price there. Later at $21, the company issued bonds at $34.5 and $50, meaning capital believed the price could go above $34.5.

So where is CLF's value midline? Personally, I think below $12.5, don't pay too much attention. Above is where it should be. But don't expect it to get rich overnight.

Before, a naive investor asked me if CLF would suddenly experience explosive growth.

I said no.

It's a slow bull. CLF isn't the story + hype type. The logic is very old-school, structural demand is there, gradually shifting the value midline upward. Losses slowly narrow, profits slowly increase. Can't go fast, but it's also not easy to go back down.

> Interestingly, SCCO

These two are actually a bit interesting. CLF relies on the full industry chain, SCCO relies on ore grade. Different paths, but the underlying logic is the same: both feed on structural demand.

And to be honest, the non-substitutability of electrical steel, structural steel, etc., is a bit stronger than copper and aluminum. Many people don't really notice this. HDC is trending up, but the prices of related companies haven't really reflected this yet.

Macro? Actually, don't overthink it

Later, the Fed is likely to be Waller. Won't elaborate on that here.

A more important matter is: production costs are rising. The entire central axis of metal processing will definitely be pushed up. Who has pricing power near this central axis? Companies like CLF.

Cost increases look like bad news, but for them, it's actually good news. The ones who ultimately foot the bill are the downstream buyers.

Look at the relationship between semiconductors and downstream applications, the logic is exactly the same. The ecological niche determines who can pass on the costs.

CLF isn't the kind of company that gets people excited. But if you're willing to be patient, willing to wait for structural things to materialize slowly, it's a decent choice.

Below $12.5, I think it's a relatively low position. Whether to add, how much to add, that's between you and the market. But where the bottom line is, capital and the company have already told you.

If you understand, you can buy some; if you don't understand, don't touch it.

### Related Stocks

- [CLF.US](https://longbridge.com/en/quote/CLF.US.md)
- [LBRT.US](https://longbridge.com/en/quote/LBRT.US.md)
- [SCCO.US](https://longbridge.com/en/quote/SCCO.US.md)

## Comments (17)

- **anon_dwbh · 2026-04-27T02:27:03.000Z · 👍 1**: Cola, currently the premium rate of $Southern Copper(SCCO.US) is as follows
- **阿道夫的交易员 · 2026-04-27T01:20:33.000Z**: Bro cola, amazing
- **阿二每天都要开心呀 · 2026-04-25T12:22:08.000Z**: Thanks for the psychological massage, Brother Cola.
- **新用戶_dVTLAA · 2026-04-25T06:55:57.000Z**: Isn't the main reason because Little Gu shorted it?
- **张麻子你相信梦想吗？ · 2026-04-25T06:42:53.000Z**: Got it, gonna buy the underlying stock and then sleep.
- **迷恋虚幻 · 2026-04-25T02:24:07.000Z**: Cola bro, strategic investors are willing to invest at a certain price → it shows they recognize this valuation range, which serves as a reference anchor. The logic is sound. Using "700 million = 10% → overall 7 billion → 12.5/share" to directly derive the reasonable stock price of Cleveland
  - **迷恋虚幻** (2026-04-25T10:58:46.000Z): @Miracle Trader cola Could you give me some advice?
  - **奇迹的交易员cola** (2026-04-25T13:15:55.000Z): One factor
- **美股養家 · 2026-04-25T00:32:39.000Z**: Bro, you're amazing, so knowledgeable.
- **英伟达小菜鸟 · 2026-04-24T23:40:21.000Z**: I'm looking at this one, combined with Brother Cola's analysis, holding firm! Thanks, bro.
- **超可爱的大泡泡 · 2026-04-24T23:21:28.000Z · 👍 1**: Will Southern Copper only start rising like CLF after Gu Shen leaves? 😨😨
  - **ウルトラマン** (2026-04-25T02:19:28.000Z): Yes
- **Ming0706 · 2026-04-24T20:01:47.000Z · 👍 1**: Give me a chance to follow up on Monday, save two days of wear and tear🧐🧐
- **不奋东西 · 2026-04-24T19:57:56.000Z · 👍 4**: Following 10 orders of 618 12.15 is indeed not possible anymore.
  - **奇迹的交易员cola** (2026-04-24T19:58:41.000Z): Yes
  - **奇迹的交易员cola** (2026-04-24T20:00:00.000Z): It's mainly about certainty, but in reality, it's still unclear whether it will move upwards. The only thing that can be confirmed is that below 12.5 is cheap; once a consensus is formed, it can surge
  - **阿道夫的交易员** (2026-04-27T02:23:16.000Z): Indeed