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Vladimir Zernov  

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  • FXCM Inc.: Retail Forex Is In Global Regulators' Crosshairs [View article]
    There's nothing wrong with Forex. If people want to lose their money, they will find their ways - Forex or something else (cockroach races, maybe).
    May 12, 2015. 04:06 PM | Likes Like |Link to Comment
  • Confusion Causes 12,000% Run Up In Riviera Tools Company [View article]
    That's amuzing!
    May 8, 2015. 12:34 PM | 3 Likes Like |Link to Comment
  • Alpha Natural Resources: No Bankruptcy Risk But No Near-Term Upside As Well [View article]
    CLD is much smaller, $168 million is very good for them. BTW, CLD was the best report among coal producers this season in my opinion.
    Apr 30, 2015. 06:48 PM | Likes Like |Link to Comment
  • Seadrill, North Atlantic Drilling, And Rosneft - A Long-Term View Of Perspectives In Russia [View article]
    They won't do it until absolutely in dire straits.
    Apr 30, 2015. 01:54 PM | Likes Like |Link to Comment
  • Seadrill, North Atlantic Drilling, And Rosneft - A Long-Term View Of Perspectives In Russia [View article]
    In my view, Crimea will be a long story. You can't get away fast with things like that.
    Apr 30, 2015. 01:53 PM | Likes Like |Link to Comment
  • AK Steel: Q1 Results Look Good [View article]
    It's not a strategy, they have to do it once they realize the value of their investment has decreased.
    Apr 30, 2015. 01:51 PM | 1 Like Like |Link to Comment
  • Alpha Natural Resources: No Bankruptcy Risk But No Near-Term Upside As Well [View article]
    Reverse split makes sense.
    Apr 30, 2015. 01:49 PM | Likes Like |Link to Comment
  • Teck Resources: The Reduction Of The Dividend Is A Prudent Move [View article]
    TCK produces met coal. The war is on thermal.
    Apr 21, 2015. 03:51 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: My Thoughts On Recent Developments [View article]
    A symbolic position after Q4, and much more at recent lows when the stock found a local bottom near $4.25. Will be trading around the position, as always.
    Mar 25, 2015. 09:43 AM | Likes Like |Link to Comment
  • Seadrill: First Takeaways From Q4 Report [View article]
    3Q: Seadrill Limited's order backlog as of November 25, 2004 is $18.3 billion. 4Q: Seadrill Limited's order backlog as of February 25,2015 is $11.6 billion. Apples to apples.
    Feb 26, 2015. 11:48 AM | Likes Like |Link to Comment
  • North Atlantic Drilling's Q4 Report: An Amazing Difference From Seadrill's Report [View article]
    One important clarification. The topic of the backlog was raised in the comments section of my article on SDRL. A reader argued that Rosneft's contract was never included in SDRL's backlog. This is not the case. Straight from SDRL 3Q: Seadrill Limited's backlog as of November 25, 2004 is $18.3 billion... These figures INCLUDE $4.1 billion of backlog related to Rosneft and exclude backlog related to pipelay vessels and Sete newbuild drillships. Straight from the 4Q report: "These figures EXCLUDE backlog related to Rosneft contracts, pipelay vessels and Sete newbuild drillships".
    Feb 26, 2015. 11:28 AM | 3 Likes Like |Link to Comment
  • Seadrill: First Takeaways From Q4 Report [View article]
    I don't understand one thing. SDRL excludes, while NADL includes. The comment made by sibo made me return to SDRL's third quarter report as I was afraid of misleading my readers. Fortunately, I was not misleading. Straight from SDRL 3Q: Seadrill Limited's backlog as of November 25, 2004 is $18.3 billion... These figures INCLUDE $4.1 billion of backlog related to Rosneft and exclude backlog related to pipelay vessels and Sete newbuild drillships.
    Feb 26, 2015. 11:19 AM | 2 Likes Like |Link to Comment
  • Seadrill: First Takeaways From Q4 Report [View article]
    Straight from the report: "These figures exclude backlog related to Rosneft contracts, pipelay vessels and Sete newbuild drillships" BTW, I find it intriguing that Seadrill excluded Rosneft while Nadl decided to keep them in.
    Feb 26, 2015. 11:11 AM | 1 Like Like |Link to Comment
  • Cloud Peak Energy: Q4 Report Shows That The Company Is On The Right Track [View article]
    17 bucks? that's probably too much in the near-to-medium term. Cannot see a catalyst that will take them there.
    Feb 19, 2015. 02:36 PM | Likes Like |Link to Comment
  • Seadrill: Problems In Russia Could Last Longer Then Previously Expected [View article]
    The situation with Rosneft is very complicated as the company is owned and controlled by the government. In some cases, when Rosneft argues with the government, it's the situation of government vs. government.
    Feb 19, 2015. 07:26 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
213 Comments
158 Likes