Jul 29, 2014 by Vladimir ZernovIs PotashCorp's Upside Already Baked In?At least part of the possible potash price upside is already reflected in PotashCorp's valuation.
Jul 29, 2014 by Vladimir ZernovNothing Can Stop the Major Iron Ore MinersBHP Billiton, Rio Tinto, and Vale are doomed to increase iron ore production.
Jul 29, 2014 by Vladimir ZernovWhy Investors Are Worried Over Freeport-McMoRan's Indonesian DealFreeport-McMoRan could restart concentrate exports, but the terms could have been better.
Jul 29, 2014 by Vladimir ZernovHere's Why 2021 Is Important for Freeport-McMoRanFreeport-McMoRan's current contract of work ends in 2021. Securing a new one is vital.
Jul 24, 2014 by Vladimir ZernovPeabody Energy Remains the Safest Bet on a Coal RevivalSolid cost performance and good liquidity mean Peabody Energy is well positioned to profit from coal price improvements when they finally occur.
Jul 24, 2014 by Vladimir ZernovA Big Purchase Might Be Ahead for GoldcorpThe possible restart of merger talks between Barrick Gold and Newmont Mining could spur the sale of Newmont's African mines.
Jul 24, 2014 by Vladimir ZernovWhat's Dragging Down Cliffs Natural Resources?Cliffs Natural Resources is still unable to overcome pricing headwinds.
Jul 17, 2014 by Vladimir ZernovDilution Is a Real Threat to Walter Energy's ShareholdersRising interest expense burden could force Walter Energy to offer investors an option to swap debt for equity.
Jul 16, 2014 by Vladimir ZernovBarrick Gold Could Be on the Verge of Tectonic ChangesBarrick Gold is likely to return to merger talks with Newmont Mining as CEO steps down.
Jul 16, 2014 by Vladimir ZernovHere's Confirmation That Newmont Mining Was WrongThe Indonesian government puts further pressure on Newmont Mining.
Jul 14, 2014 by Vladimir ZernovAlamos Gold: Any Chance of Further Upside?Alamos Gold will provide upside for patient investors if the company manages to get permits for its growth projects.
Jul 13, 2014 by Vladimir ZernovIs Vertical Integration Good for Steelmakers?U.S. Steel, Arcelor Mittal and AK Steel cannot count on extracting the full value of their raw materials' investments in the current price environment.
Jul 13, 2014 by Vladimir ZernovOutlook Revealed for These Silver MinersCoeur d'Alene Mines, Endeavour Silver, and Silver Standard Resources published their second-quarter production updates.
Jul 12, 2014 by Vladimir Zernov4 Key Takeaways From Alcoa Inc's Earnings ReportAlcoa's report signals the worst times could be over for primary aluminum producers.
Jul 11, 2014 by Vladimir ZernovIs Vale Falling Behind Rio Tinto and BHP Billiton?Vale loses its grip over Simandou, and its major iron ore project will not bring production until the second half of 2016.
Jul 10, 2014 by Vladimir ZernovIs Newmont Mining Really About to Break Itself Up?Newmont Mining could return to merger talks with Barrick Gold.
Jul 10, 2014 by Vladimir ZernovIs Diversification Into Gold Paying off for Silver Miners?Silver Wheaton, Hecla Mining, and Silver Standard Resources moved into gold in the last one and a half years.
Jul 10, 2014 by Vladimir ZernovAlcoa's Most Troubled Segment Shows Signs of LifeAlcoa's primary metals segment returns to profitability.
Jul 9, 2014 by Vladimir ZernovThreat of Dilution Still Exists for Seadrill LtdSeadrill's convertible bond issue could be replicated in the future, diluting existing shareholders.
Jul 9, 2014 by Vladimir ZernovWhat Are the Strategic Options for Walter Energy?As the met coal price environment remains tough, Walter Energy will have to sell some of its assets.
