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Labrador Iron Ore Royalty Corp T.LIF

Alternate Symbol(s):  LIFZF

Labrador Iron Ore Royalty Corporation is a Canada-based investment company. The Company holds interests in the Iron Ore Company of Canada (IOC), which is a North American producer and exporter of iron ore pellets and high-grade concentrate. The Company, through its wholly owned subsidiary, Hollinger Hanna Limited (Hollinger-Hanna), holds an approximately 15.10% equity interest in IOC. It holds an approximately 15.10% equity interest in IOC and receives approximately 7% gross overriding royalty and a 10% per ton commission on all iron ore products produced, sold, and shipped by IOC. IOC operates mine, concentrator and pellet plant at Labrador City, Newfoundland, and Labrador. The IOC mines and produces iron ore pellets and concentrates at its facilities in Labrador City, Newfoundland, and Labrador. The Company holds mining leases and mining licenses covering approximately 18,200 hectares of land near Labrador City.


TSX:LIF - Post by User

Comment by JayBankson Dec 08, 2021 4:50pm
199 Views
Post# 34212170

RE:RE:RE: ex Dividend date

RE:RE:RE: ex Dividend date

KozmoT wrote: ... and note that if you bought today the dividend yield is ... 22%


If this trades back to down $2/year divided your only getting around 5.5% yeild and likely a fall back to the low to mid $20s in price... now 5.5% yeild is nice, but it would take 5-9 years of collecting to break even overall depending where it falls to... Now this is an unlikely scenario in the current environment, but it's a major risk that is not even worst case, worst case as mentioned buy anouther poster is the bottom area of $1-1.50/year where it was trading not long ago.

I personally have no expertise or skin in the game (yet)... but if this experiences the weakness in price that Hungus mentioned maybe we are looking at a more $6-7/year dividend which would be 16-19% but still likely falls to low 30s maybe sub that and it would take a year of collections to break even... suggesting there is a better price to be had to get into this name.

This is a tougher decision than it appears for investors, I'm at the edge of investing, but I would like to see what the action will be on a walk back of quarterly dividend payout after seeing the action on a record breaking year for this name. The past 5 year average yeild on this is 9.4 which should suggest current dividend payout should lead this to being an $89 stock and it's only achieved about 55% of that, which leads me to feel this name could not reach full value potential at the best of times, what pain this is gonna suffer when it comes back to reality?

Variable dividends make for difficult decisions especially in a commodity space and even more so when they have broken away from showing a base and a special. (I'm invested in one already and looking at this and anouther currently)

We likely get a few answers to these questions by the end of next week (if not this week) with the dividend announcement.

I'm very interested in joining current holders, but I prefer not to have to play catch-up for a couple investment years to join your excitement on this company.

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