Maksym Isachenko/iStock via Getty Images Introduction It’s time to talk about the largest iron ore producer in the world. That company is Vale S.A. (NYSE:VALE), a miner I have covered multiple times in the past, as it serves as a fantastic proxy for iron ore. On top of that, it has an elevated dividend yield…
andreswd In my recent articles covering the Brazilian mining company Vale (NYSE:VALE), my investment thesis revolves around its ability to generate shareholder returns through dividends or share buybacks. Moreover, despite its performance closely tied to commodities, Vale enjoys an operational advantage as a low-cost producer. This allows it to remain profitable even during low iron…
Bloomberg/Bloomberg via Getty Images Vale S.A. (NYSE:VALE) is reporting earnings on 2/22/2024 before the market opens. Consensus estimates are for $0.92 in normalized EPS and $0.98 in GAAP EPS. Analysts expect revenue to come in at $13.07 billion. This article will discuss analyst expectations, my EPS model, and context in terms of historical share price…
Opla The past year has been relatively weak for miners, with a 5.6% increase in the S&P 500 Metal and Mining Select Industry index compared to a 22.1% increase in the S&P 500 (SP500) index over this time. But it has been even iron ore miners. The three biggest ones, the Brazilian Vale (NYSE:VALE), Rio…
CUHRIG Introduction Last week was dedicated to shipping. Now it’s time to turn to the shippers, the cargo owners who charter the vessels. Iron ore is one of the commodities that come to mind when we talk about shipping, and the company synonymous with iron ore is Vale (NYSE:VALE). It is one of the largest…
SergeyZavalnyuk Investment thesis: Betting on Vale S.A. (NYSE:VALE) might not make much sense if one is expecting a more or less stagnated global economy or worse in 2024. There is a distinct possibility that at times its stock price will see a significant decline from current levels. I see such a possible decline in its…
andreswd/E+ via Getty Images As I have expressed in my recent article on the Brazilian mining giant Vale (NYSE:VALE), my investment thesis for the company is primarily centered on its capacity to consistently provide robust dividends to shareholders while trading at an exceptionally appealing valuation. The most recent results reported by the company further support…