Seeking Alpha

Vladimir Zernov

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  • Digging Into The First Quarter Gold Demand Report [View article]
    Yes, costs are high... It would be an interesting move if all gold miners suddenly reported the "most true costs". While it would be short-term bearish for their stocks, it could end up lifting the gold price. However, I don't think this is likely to happen.
    May 17 12:26 PM | 1 Like Like |Link to Comment
  • Why Freeport-McMoRan Will Close These Deals [View article]
    How long? - you need at least one full year to see the impact.
    Dividends - no, I'm not concerned at all. I'm concerned about the rise of the share price, dividends for me are just bonuses. Sometimes there are bonuses, sometimes there aren't. I know that people are very concerned about dividends. However, a typical dividend is worth a two days stock move. This is why stock moves matter more for me.
    May 14 03:38 PM | Likes Like |Link to Comment
  • Bullish On Silver Wheaton After Earnings Report [View article]
    All Barrick deals lack upfront consideration in SLW reports. As for the future production, they would pay $3.90/oz.
    May 13 12:55 PM | 1 Like Like |Link to Comment
  • You Still Have Time To Buy Silver Wheaton [View article]
    "Portfolio of mines" - awkward expression by me, sorry. It's a streaming company and does not own and operate mines. "Portfolio of purchase rights" might be better?
    May 10 06:00 AM | Likes Like |Link to Comment
  • You Still Have Time To Buy Silver Wheaton [View article]
    Bond market has been kind to different companies so far. Interesting to see what kind of deal they could get.
    May 7 03:22 AM | Likes Like |Link to Comment
  • Time To Be Bullish On Walter Energy [View article]
    The world needs coal. You can do something about heating, but what can you do about steel making?
    May 7 03:20 AM | 3 Likes Like |Link to Comment
  • Time To Be Bullish On Walter Energy [View article]
    They could be afraid of the "last straw" effect. When the stock is trading close to $16 they just don't need any news that could be counted negative, because breaking $16 would cause another wave of selling. Look at the trading volumes at $16-$18 - longs are taken here.
    May 7 03:19 AM | 1 Like Like |Link to Comment
  • Time To Be Bullish On Walter Energy [View article]
    ANR stated in its conference call that it is trying to reposition for met coal. To me, it makes some sense, although the process would take time. I've submitted an article on this, hopefully it would pass editorial process.
    May 7 03:14 AM | Likes Like |Link to Comment
  • Time To Be Bullish On Walter Energy [View article]
    Thank you for kind words! To be at $40 WLT has to stay above $25 for a while. After this $40 would really be a target.
    May 7 03:13 AM | Likes Like |Link to Comment
  • You Still Have Time To Buy Silver Wheaton [View article]
    I think that the train is heading north, althoug it would not be the easiest trip.
    May 6 12:04 PM | 1 Like Like |Link to Comment
  • You Still Have Time To Buy Silver Wheaton [View article]
    As the recent drop in price was not due to some dramatic changes in demand, I think that it would not be demand that would lift the prices. The same guys who shorted silver would be buying back and then buying long. Silver is down 20% YTD. If the demand was down 20%, it would be catastrophic. But it is not.
    May 6 12:03 PM | 1 Like Like |Link to Comment
  • 5 Most Punished Gold Stocks Over $5 [View article]
    Yes.
    Apr 30 05:13 PM | Likes Like |Link to Comment
  • 5 Most Punished Gold Stocks Over $5 [View article]
    Thank you for kind words! IAG looks pretty.
    Apr 30 02:58 PM | Likes Like |Link to Comment
  • AK Steel: Bleak Present, Promising Future [View article]
    Thank you for your insight.
    Apr 25 09:55 AM | Likes Like |Link to Comment
  • Solid News From Arch Coal [View article]
    Stock market is not always about logic. ANR's earnings would be presented next week, so we would hear from them soon.
    Apr 25 08:28 AM | Likes Like |Link to Comment
COMMENTS STATS
71 Comments
41 Likes