It’s full of uncertainty but clf checks a lot of boxes for me. Also I bought 1/23 calls when the stock was like $22.50 so I’m fairly confident they’ll perform well over the next 12 months, I got time is what I’m saying. Lower p/e than other companies Chad ceo that is going to improve the balance sheet by paying off debt. Demand booming, Supply constrained, and China is fundamentally changing their role in global steel, so the macro is right Mostly fixed expenses so the company prints money when hrc >$600, and I believe new “normal” hrc will be >=$1200 so the long term models are consistently understating which means it will continue to print earnings and the long term DCF valuations are understated Company takes care of its people and has a quality product I believe inflation is a problem and companies that make money during inflationary periods will eventually be rewarded. Sent from my iPhone using Tapatalk Pro