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Upturn AI SWOT - About
Mesabi Trust (MSB)
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Upturn Advisory Summary
09/12/2025: MSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 48.3% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/12/2025 |
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. It receives royalty income from Cleveland-Cliffs' mining of iron ore on lands in Minnesota. It is not an operating company but a passive entity distributing royalty income to unitholders.
Core Business Areas
- Iron Ore Royalty Income: The trust's sole business is receiving royalty payments based on the production and sale of iron ore from the Peter Mitchell Mine in Minnesota, operated by Cleveland-Cliffs.
Leadership and Structure
Mesabi Trust is managed by a trustee, U.S. Bank, N.A. There is no active management team in the traditional sense.
Top Products and Market Share
Key Offerings
- Iron Ore Royalty Rights: Mesabi Trust doesn't produce a product. It holds royalty rights to iron ore produced by Cleveland-Cliffs. Market share is irrelevant as it's a royalty-based trust, not a mining company. Competitors include other iron ore mining companies.
Market Dynamics
Industry Overview
The iron ore industry is cyclical, affected by global demand, steel production, and supply dynamics. China is a major influence on iron ore prices.
Positioning
Mesabi Trust is a passive beneficiary of iron ore production. Its income depends entirely on Cleveland-Cliffs' operational performance and iron ore prices. There are no competitive advantages but a sole royalty agreement.
Total Addressable Market (TAM)
TAM is related to the global iron ore market size which can fluctuate dramatically depending on global demand and macro-economic environment. The trust is positioned to receive royalties based on production from a specific location. Its upside is capped to production capacity and royalty terms, not the wider TAM.
Upturn SWOT Analysis
Strengths
- Consistent Royalty Income (dependent on Cliffs)
- Simple Business Model
- High Dividend Yield (variable)
Weaknesses
- Sole Dependence on Cleveland-Cliffs
- Fluctuating Royalty Income
- No Control Over Operations
- Depleting Asset Base
Opportunities
- Increased Iron Ore Prices
- Expansion of Cliffs' Operations
- New Mining Technologies
Threats
- Decline in Iron Ore Prices
- Reduced Production by Cleveland-Cliffs
- Changes in Mining Regulations
- Completion of Mining Operations
- Environmental regulations
Competitors and Market Share
Key Competitors
- BHP (BHP)
- Rio Tinto (RIO)
- Vale (VALE)
Competitive Landscape
Mesabi Trust does not compete with major iron ore producers. It is simply a royalty beneficiary.
Growth Trajectory and Initiatives
Historical Growth: MSB's growth is tied to the historical performance of Cleveland-Cliffs' iron ore production and iron ore prices.
Future Projections: Future performance depends on iron ore price forecasts and Cliffs' operational plans. Projections will vary from various sources.
Recent Initiatives: Mesabi Trust itself doesn't undertake initiatives. Its performance depends on Cleveland-Cliffs.
Summary
Mesabi Trust's financials are strongly linked to Cleveland-Cliffs' iron ore production and market prices. The trust's high dividend yield attracts investors. However, its dependence on a single operator creates substantial risk as the agreement comes to an end. Declining reserves in the future could negatively impact the trust and investor yield. Thus, it is a passive investment with high variable revenue.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Mesabi Trust SEC Filings
- Cleveland-Cliffs Investor Relations
- Industry Reports on Iron Ore Market
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified 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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