Mesabi Trust (MSB)
ValueMarkers Composite Index
75% below intrinsic value ($122)
Mesabi Trust (MSB) — VMCI valuation read
Mesabi Trust sits at VMCI 64/100, with the Basic Materials sector median at 50. That 14-point spread is the first thing to note on MSB: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on MSB are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on MSB: MSB trades at 22.0x earnings, 22% above the Basic Materials median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Basic Materials median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of -2.3x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.
MSB fell 3.7% over the trailing 7 days, with a -6.8% read on a 30-day basis.
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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