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Upturn AI SWOT - About
Mesabi Trust (MSB)
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Upturn Advisory Summary
10/14/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 37.36% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2025 |
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 was formed in 1961 to hold royalty interests in iron ore properties in Minnesota's Mesabi Iron Range. It receives royalties based on the production of iron ore from the Peter Mitchell Mine, operated by Cleveland-Cliffs.
Core Business Areas
- Iron Ore Royalties: Mesabi Trust's primary business is receiving royalty payments based on the amount of iron ore mined from the Peter Mitchell Mine. These royalties are its sole source of revenue.
Leadership and Structure
The Trust is managed by its trustee, U.S. Bank National Association. There are no direct employees; the trustee manages the royalty collection and distribution process.
Top Products and Market Share
Key Offerings
- Iron Ore Royalties: Mesabi Trust doesn't produce or sell iron ore. Its offering is the distribution of royalties received from iron ore production. The relevant market is the North American iron ore market. Market share information isn't directly applicable to Mesabi Trust itself but to Cliffs Natural Resources (now Cleveland-Cliffs), the operator of the mine from which the royalties are derived. Competitors for Cleveland-Cliffs include ArcelorMittal and U.S. Steel.
Market Dynamics
Industry Overview
The iron ore industry is cyclical and heavily influenced by global demand, particularly from China and infrastructure projects worldwide. Pricing and demand fluctuations are common.
Positioning
Mesabi Trust's position is unique, acting as a passive royalty recipient. Its financial performance is directly tied to the production levels and pricing achieved by Cleveland-Cliffs. It has no direct control over these factors.
Total Addressable Market (TAM)
The TAM for iron ore globally is massive, estimated in the hundreds of billions of USD annually. Mesabi Trust's royalties represent a tiny fraction of this, derived solely from the Peter Mitchell Mine. Its positioning is solely dependent on the productivity and profitability of that mine within the larger global iron ore market.
Upturn SWOT Analysis
Strengths
- Passive income stream
- No operating expenses
- Direct exposure to iron ore pricing
Weaknesses
- Sole reliance on one mine
- No control over production
- Vulnerable to iron ore price volatility
- Finite resource
Opportunities
- Increased iron ore demand
- Expansion of Peter Mitchell Mine's life
- Potential acquisition of additional royalty interests
Threats
- Decline in iron ore prices
- Reduced production at Peter Mitchell Mine
- Increased mining costs
- Environmental regulations
Competitors and Market Share
Key Competitors
- None Applicable, royalty trust
Competitive Landscape
As a royalty trust, Mesabi Trust doesn't have direct competitors in the same way an operating company does. Its 'competitive advantage' is its existing royalty agreement.
Growth Trajectory and Initiatives
Historical Growth: Mesabi Trust's 'growth' is not traditional. It reflects the fluctuating royalty income derived from iron ore production. There's no organic growth in the conventional sense.
Future Projections: Future projections are dependent on iron ore market conditions and Cleveland-Cliff's operation of the Peter Mitchell Mine. Analyst estimates vary widely due to the inherent uncertainties.
Recent Initiatives: Mesabi Trust itself doesn't undertake strategic initiatives. Cleveland-Cliff's decisions regarding the mine are the relevant activities.
Summary
Mesabi Trust is a unique investment vehicle tied directly to iron ore production from a single mine. Its performance is highly volatile and dependent on external factors. Strong iron ore prices benefit the trust, while downturns negatively impact it. The Trust offers no control over its operations and the investor must be comfortable with these market influences.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Industry Analysis
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on independent research and consultation with a financial advisor.
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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