Seeking Alpha

Vladimir Zernov

 
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  • Silver Standard Resources: Was Marigold Worth The Money?
    Mon, Aug. 11 SSRI Comment!

    Summary

    • The purchase of Marigold in April was a big move for Silver Standard Resources, as it added a second producing mine.
    • First quarter guidance on Marigold performance disappointed investors and sent shares lower.
    • Second quarter report revealed a significant improvement in cost guidance for Marigold.
  • Barrick Gold: Possible Upside Catalysts
    Mon, Aug. 11 NEM, ABX 12 Comments

    Summary

    • Barrick has been an underperformer this year, but the company is ready to take steps that will enhance shareholder value.
    • Barrick's cost performance remains solid and provides the necessary flexibility for the company.
    • Recent Ma'aden deal could be a precursor of a much bigger move.
  • Cliffs Natural Resources: Life After Casablanca's Win
    Sun, Aug. 10 CLF 26 Comments

    Summary

    • Casablanca Capital's win in the proxy fight marks a new era for Cliffs Natural Resources.
    • The activist fund has previously outlined its agenda to change Cliffs.
    • If Casablanca's nominees act according to all its proposals, Cliffs is not a good bet for a long-term investor.
  • Alpha Natural Resources: The Ship Is Not Sinking
    Fri, Aug. 8 ANR 18 Comments

    Summary

    • Alpha Natural Resources Q2 results were influenced by one-time items.
    • Cost improvements in company's Appalachia operations strengthen its position.
    • Alpha Natural Resources has enough liquidity to sustain the current market downturn.
  • Walter Energy: The Bottom Is Near
    Mon, Aug. 4 WLT 29 Comments

    Summary

    • Walter Energy's decision to idle cash-negative Canadian operations will improve its performance.
    • The company was able to refinance its debt, and the first debt maturity is in 2018.
    • Met coal market is probably at its bottom, and could start rebounding next year.
    • The company has enough resources to last through a year of weak met coal prices, and will capture the met coal price rebound.
  • Teck Resources: Strong Despite Headwinds
    Thu, Jul. 31 TCK 2 Comments

    Summary

    • Weak met coal prices have put pressure on Teck Resources' earnings.
    • However, copper and zinc segments provide support for the company's earnings.
    • Thus, Teck Resources remains a rather safe bet on the met coal revival.
  • Walter Energy's Survival Options
    Sep. 11, 2013 BHP, WLT 5 Comments
  • Digging Into The First Quarter Gold Demand Report
    May. 17, 2013 ABX, GDX, GG 9 Comments
  • Boeing: Great Company, Little Upside
    May. 14, 2013 LMT, BA 3 Comments
  • Why Freeport-McMoRan Will Close These Deals
    May. 13, 2013 MMR, PXP, FCX 4 Comments
  • Bullish On Silver Wheaton After Earnings Report
    May. 13, 2013 SLW 5 Comments
  • Alpha Natural Resources Bets On Met Coal
    May. 7, 2013 ANR 8 Comments
  • Time To Be Bullish On Walter Energy
    May. 6, 2013 ACI, ANR, BTU 15 Comments
  • Gold Miners At Risk Of Cutting Dividends
    May. 6, 2013 GORO, ABX, AEM 2 Comments
  • You Still Have Time To Buy Silver Wheaton
    May. 6, 2013 ABX, SLV, VALE 22 Comments
  • Newmont Mining Delivers Moderate Results
    May. 2, 2013 NEM Comment!
  • Why Cliffs Natural Resources Is A Buy
    May. 1, 2013 CLF 5 Comments
  • United States Steel Looks Good After Earnings
    May. 1, 2013 X 2 Comments
  • New Highs Ahead For Chevron
    Apr. 30, 2013 XOM, CVX 5 Comments
  • 5 Most Punished Gold Stocks Over $5
    Apr. 30, 2013 ABX, ANV, EGO 13 Comments
  • 4 Ways To Play A Silver Rebound
    Apr. 29, 2013 AG, AGQ, CDE 6 Comments
  • AK Steel: Bleak Present, Promising Future
    Apr. 25, 2013 AKS 10 Comments
  • Solid News From Arch Coal
    Apr. 24, 2013 ACI 19 Comments
  • Halliburton Is Worth Adding To Your Portfolio
    Apr. 24, 2013 HAL 4 Comments
  • Light At The End Of The Tunnel For Peabody Energy
    Apr. 19, 2013 BTU 6 Comments
  • Consider Buying Freeport-McMoRan
    Apr. 18, 2013 MMR, PXP, FCX 10 Comments
  • Consider These 3 Most Punished Silver Stocks
    Apr. 18, 2013 HL, SLV, SSRI 8 Comments
  • Gold: No Need To Panic
    Apr. 16, 2013 GLD 14 Comments
  • Time To Buy Silver Wheaton
    Apr. 15, 2013 SLW 24 Comments
  • Wait A Little To Buy Silver Wheaton
    Apr. 9, 2013 CDE, SLV, VALE 25 Comments
  • Is Southern Copper An Overvalued Copper Play?
    Apr. 9, 2013 FCX, SCCO 8 Comments
  • Scary Altman Z-Score For Walter Energy
    Apr. 4, 2013 WLT 26 Comments