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Vladimir Zernov  

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  • RSX: July Review [View article]
    Agree, people could live many years without a new TV. TV every second year is pure nonsense.
    Aug 6, 2015. 02:51 PM | Likes Like |Link to Comment
  • RSX: July Review [View article]
    I mean Avtovaz.
    Aug 6, 2015. 02:50 PM | Likes Like |Link to Comment
  • Arch Coal - Additional Thoughts On Debt Exchange, Bankruptcy, And Coal Prices [View article]
    It will have a big impact on ACI, a change in investors' mood, perhaps, if they succeed with what they are doing now.
    Aug 6, 2015. 02:48 PM | Likes Like |Link to Comment
  • Arch Coal - Additional Thoughts On Debt Exchange, Bankruptcy, And Coal Prices [View article]
    Well, it looks like they are still fighting for whatever reason. The market clearly does not believe them.
    Aug 5, 2015. 05:40 PM | Likes Like |Link to Comment
  • Arch Coal - Additional Thoughts On Debt Exchange, Bankruptcy, And Coal Prices [View article]
    Where? Not even an uptick...
    Aug 5, 2015. 05:38 PM | 1 Like Like |Link to Comment
  • RSX: July Review [View article]
    On cars: yes, if the ruble weakens further, almost everything except luxury cars will be taken by Russian car industry. The cars are already so-so, they get better and they win big on price. On computers - no, only computers produced by Russian companies in China.
    Aug 5, 2015. 12:51 PM | Likes Like |Link to Comment
  • Yamana Gold: Not Impressive Once Again [View article]
    "If they execute". This has been a big "if" for a while.
    Jul 31, 2015. 11:24 AM | 1 Like Like |Link to Comment
  • Oil - Prices Will Not Rebound [View article]
    Totally agree, especially on the kleptocrat thing. This should not be underestimated.
    Jul 31, 2015. 10:02 AM | Likes Like |Link to Comment
  • Peabody Energy - Thoughts About Bankruptcy And The Hedging Program [View article]
    MTL is not comparable. Lots of politics and "behind the curtain" moves in MTL. Pure casino, in my view.
    Jul 31, 2015. 05:57 AM | Likes Like |Link to Comment
  • Vale: Another Record Does Not Make It A Buy [View article]
    It's just earnings season, and companies that I follow I packed in just a handful of days. No rush here.
    Jul 30, 2015. 03:54 PM | 2 Likes Like |Link to Comment
  • Kinross Gold Q2 Results: Good Performance [View article]
    Big trouble, of course. But that's not even a big "if". That's unrealistic.
    Jul 30, 2015. 11:34 AM | Likes Like |Link to Comment
  • Arch Coal: The Story Continues [View article]
    -$4.2 mln in Q1. -$125.6 mln for first half. The title specifically says "cash used". Where is the positive number?
    Jul 30, 2015. 11:31 AM | Likes Like |Link to Comment
  • Agnico Eagle Mines Q2 Results: Strong As Always [View article]
    I think that it is because AEM shares held so well in the current environment. Better valuation leads to big expectations, and ultimately to punishment if the street does not like the report. That's why I am a bit cautious about AEM despite the fact that it is one of the best companies in the mining space: if prices wall further, the shares could underperform.
    Jul 30, 2015. 10:48 AM | Likes Like |Link to Comment
  • Kinross Gold Q2 Results: Good Performance [View article]
    I believe there are no specific risks. The market thinks that there are risks - look at KGC chart when things in Ukraine got ugly and sanctions against Russia were introduced. Those are risks that Kinross' Russian mines could be nationalized in case of an ultimate battle between Russia and the West. This is an apocalyptic scenario, this is not going to happen.
    Jul 30, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • Cloud Peak Energy Q2 Earnings: Decent Performance Despite Headwinds [View article]
    Thank you for you kind words!
    Jul 30, 2015. 08:13 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
244 Comments
181 Likes