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Upturn AI SWOT - About
Mesabi Trust (MSB)
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Upturn Advisory Summary
07/07/2025: MSB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 30.75% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/07/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 327.87M USD | Price to earnings Ratio 3.51 | 1Y Target Price 33 |
Price to earnings Ratio 3.51 | 1Y Target Price 33 | ||
Volume (30-day avg) - | Beta 0.58 | 52 Weeks Range 12.67 - 31.91 | Updated Date 06/29/2025 |
52 Weeks Range 12.67 - 31.91 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.16% | Basic EPS (TTM) 7.12 |
Earnings Date
Report Date 2025-06-11 | When After Market | Estimate - | Actual 0.2768 |
Profitability
Profit Margin 360.78% | Operating Margin (TTM) 76.7% |
Management Effectiveness
Return on Assets (TTM) 53.09% | Return on Equity (TTM) 46.4% |
Valuation
Trailing PE 3.51 | Forward PE - | Enterprise Value 303647917 | Price to Sales(TTM) 12.66 |
Enterprise Value 303647917 | Price to Sales(TTM) 12.66 | ||
Enterprise Value to Revenue 12.76 | Enterprise Value to EBITDA 16 | Shares Outstanding 13120000 | Shares Floating 13109908 |
Shares Outstanding 13120000 | Shares Floating 13109908 | ||
Percent Insiders 0.08 | Percent Institutions 44 |
Upturn AI SWOT
Mesabi Trust
Company Overview
History and Background
Mesabi Trust (MSB) was formed in 1961 to hold royalty interests in iron ore properties in the Mesabi Iron Range in Minnesota. It receives royalty payments based on the production of iron ore from certain properties leased to Cleveland-Cliffs Inc. (CLF).
Core Business Areas
- Iron Ore Royalties: Mesabi Trust's primary business is receiving royalty income from the sale of iron ore produced from the Peter Mitchell Mine, operated by Cleveland-Cliffs.
Leadership and Structure
Mesabi Trust is passively managed by its trustee, U.S. Bank National Association. It does not have employees or a management team in the traditional sense.
Top Products and Market Share
Key Offerings
- Iron Ore Royalties: Mesabi Trust generates royalty income based on iron ore production. Market share data is not directly applicable as the trust's revenue depends on Cliffs' production and pricing, not overall market share. Cleveland-Cliffs and other iron ore producers are the 'competitors' in terms of royalty base.
Market Dynamics
Industry Overview
The iron ore industry is cyclical and influenced by global demand for steel, infrastructure development, and construction. Prices fluctuate based on supply, demand, and geopolitical events.
Positioning
Mesabi Trust's position is unique as a royalty trust. Its performance is directly tied to the operational performance of Cleveland-Cliffs and the prevailing iron ore prices. It has no direct competitive advantage besides the royalty agreement.
Total Addressable Market (TAM)
The TAM for iron ore globally is in the hundreds of billions of dollars. Mesabi Trust's revenue is a small fraction of this, representing the royalties on a specific mining operation. It is positioned as a passive beneficiary of a portion of the TAM.
Upturn SWOT Analysis
Strengths
- Passive income stream
- Established royalty agreement
- Direct exposure to iron ore prices
- No operational expenses
Weaknesses
- Dependence on Cleveland-Cliffs
- Lack of control over production levels
- Vulnerability to iron ore price fluctuations
- Limited diversification
- Depleting asset as mine life declines
Opportunities
- Potential expansion of mining operations by Cleveland-Cliffs
- Increased demand for iron ore
- New technological advancements in mining
- Higher iron ore prices
Threats
- Decline in iron ore prices
- Reduced production by Cleveland-Cliffs
- Changes in royalty agreements
- Competition from other iron ore suppliers
- Environmental regulations impacting mining operations
- Depletion of iron ore reserves
Competitors and Market Share
Key Competitors
- RIO
- BHP
- VALE
- CLF
Competitive Landscape
Mesabi Trust is uniquely positioned as a royalty trust, not a direct competitor. Its performance hinges on Cliffs' success.
Growth Trajectory and Initiatives
Historical Growth: Growth is dictated by iron ore prices and Cleveland-Cliffs's production rates.
Future Projections: Future performance is difficult to predict due to iron ore price volatility and uncertainty regarding Cleveland-Cliffs's long-term mining plans.
Recent Initiatives: Mesabi Trust itself does not undertake strategic initiatives; its performance is contingent on Cleveland-Cliffs's actions.
Summary
Mesabi Trust's financial health and investor returns are highly volatile due to its dependence on iron ore prices and Cleveland-Cliffs' mining operations. While it provides a passive income stream during periods of high prices and production, the trust's long-term value is uncertain due to the finite nature of the iron ore reserves and the lack of diversification. Investors should be aware of the risks associated with commodity price fluctuations and the reliance on a single operator. This makes Mesabi Trust a speculative investment suitable for those with a high risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Mesabi Trust SEC Filings
- Cleveland-Cliffs SEC Filings
- Iron Ore Industry Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. The accuracy of projections cannot be guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Mesabi Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1987-12-30 | CEO - | ||
Sector Basic Materials | Industry Steel | Full time employees - | Website https://mesabi-trust.com |
Full time employees - | Website https://mesabi-trust.com | ||
Mesabi Trust, a royalty trust, engages in iron ore mining business in the United States. The company was incorporated in 1961 and is based in New York, New York.
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