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Vladimir Zernov

 
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  • Ford's Market Share In Russia Is Wiped Out [View article]
    Some thoughts on "Russian consumers are turned off to anything American". The sentiment "turn off everything American" is probably true only to poorest and least educated citizens of the country. As far as possible Ford car buyers are concerned, they tend to have a much more balanced view of the world.
    Sep 16 12:56 PM | Likes Like |Link to Comment
  • Ford's Market Share In Russia Is Wiped Out [View article]
    There are so many Russian car crash videos because almost every car in the country is equipped with video recording devices, so this topic could get a little over-hyped, as if all stupid driving in the world occurs in Russia.
    Sep 16 10:34 AM | 1 Like Like |Link to Comment
  • Ford's Market Share In Russia Is Wiped Out [View article]
    Agree, wars are no good to anyone.
    Sep 16 10:32 AM | 1 Like Like |Link to Comment
  • Ford's Market Share In Russia Is Wiped Out [View article]
    I don't think that this will influence the car market, at least for now. However, the competition from the biggest local player Autovaz will intensify. Autovaz cars were once notorious for their bad quality, they were almost like a DIY constructor, but this has changed.
    Sep 16 08:12 AM | 1 Like Like |Link to Comment
  • Ford's Market Share In Russia Is Wiped Out [View article]
    Ruble.
    Sep 16 08:10 AM | Likes Like |Link to Comment
  • Ford's Market Share In Russia Is Wiped Out [View article]
    I don't short big caps. Ford had good momentum, but FF3 and poor marketing crushed its sales. Despite recent setback, I believe that Russia will ultimately become the number 1 market in Europe. Cars in the country are almost a second religion.
    Sep 16 08:10 AM | 1 Like Like |Link to Comment
  • Mc Donald's In Russia: Assessing The Damage [View article]
    Interestingly, 3 more restaurants have been probed. Violations were found in each one (not surprisingly, each probe will possibly find something). However, none of these restaurants were closed. The same thing is likely to happen with other restaurants that are under scrutiny, except for a few ones. At the same time, the story will bring some more hype for a while.
    Sep 11 01:37 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: The Sell-Off Begins [View article]
    However, their first step is the buyback. This raises a question if they will use proceeds from asset sales exclusively for the debt reduction. Currently, it looks like at least some of the proceeds from asset sales will be used to finance the buyback.
    Sep 9 09:43 AM | 2 Likes Like |Link to Comment
  • Cliffs Natural Resources: The Sell-Off Begins [View article]
    Agree. Debt IS a major concern.
    Sep 9 08:45 AM | 2 Likes Like |Link to Comment
  • Newmont Mining: Thoughts On The Indonesian Deal [View article]
    Thank you as well!
    Sep 5 02:20 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: The Sell-Off Begins [View article]
    On book value. If we speak of the longer term, impairments are possible.
    Sep 5 12:17 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: The Sell-Off Begins [View article]
    By the "sell-off" I meant that Casablanca will be in an asset sell-off mode.
    Sep 5 12:10 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: The Sell-Off Begins [View article]
    bazooooka, don't think the metric is relevant in current situation. 0.3 could be reached if the situation goes dire.
    Sep 5 10:31 AM | 2 Likes Like |Link to Comment
  • Barrick Gold: Possible Upside Catalysts [View article]
    See this note from world gold council for clarification: http://bit.ly/1mM8eEV
    Aug 14 06:22 AM | Likes Like |Link to Comment
  • Barrick Gold: Possible Upside Catalysts [View article]
    Easily. No costs to replace depleting reserves and no interest costs are included in AISC. The key is "sustaining" - that's money spent to maintain current production, without thinking about the future. However, I find it a useful measure, and so does the World Gold Council.
    Aug 13 06:31 AM | Likes Like |Link to Comment
COMMENTS STATS
97 Comments
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