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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 Sep 18, 2023 10:32pm
291 Views
Post# 35642672

RE:RE:RE:$0.95 per share dividend?!?!

RE:RE:RE:$0.95 per share dividend?!?!

TheBridge wrote: JayBanks, I also realize that the dividend payouts have dropped. But let's take a look at the situation of the 95 cent dividend being distrubuted for 4 quarters, that's $3.80 annually on today's share price of $33.91 that would produce a dividend rate of 11.2%, not too shabby! And then there's a reasonable potential of a nice capital gain on top of that for those willling to wait. Nice that we're all free to make our personal choices in the market.


 

But is it going to remain at 95 cents for all 4 quarters?

Since 2017 it's been variable, the base + 3-4 quarters of specials, since Covid the specials are wrapped up just the dividend. Usually the October payout is one of the two highest with January's payout, likely due to increased volumes of shipping in the summer, but the July and April payouts are typically lower. 3 of the last 6 years the full year total has been below $3. The major outsized payments have come from periods of high prices, which we seem to be heading into now which is positive, but when it turns back down into the normal trend your not likely going to see these large payouts.

It's also worth noting that usually the end and into the following year the LIF price moves up (likely because of the high payouts, yield chasers) and then falls (usually) more than twice what the full year dividend payout actually is when the chasers jump out when they realize the October/January payouts are not staying this high...

If your going to play this game you better keep a tight stop-loss for this run up excitement, as it's likely by next spring this will be trading close to $30 maybe below. Which means the $3.80 your hoping to get (but likely $3.20-2.70) for the full year will have been burnt up.

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