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Vladimir Zernov

Vladimir Zernov


Vladimir Zernov believes that fundamental analysis works best with energy and materials stocks and covers them on Motley Fool.

Recent articles

Is PotashCorp's Upside Already Baked In?

At least part of the possible potash price upside is already reflected in PotashCorp's valuation.

Nothing Can Stop the Major Iron Ore Miners

BHP Billiton, Rio Tinto, and Vale are doomed to increase iron ore production.

Why Investors Are Worried Over Freeport-McMoRan's Indonesian Deal

Freeport-McMoRan could restart concentrate exports, but the terms could have been better.

Here's Why 2021 Is Important for Freeport-McMoRan

Freeport-McMoRan's current contract of work ends in 2021. Securing a new one is vital.

Peabody Energy Remains the Safest Bet on a Coal Revival

Solid cost performance and good liquidity mean Peabody Energy is well positioned to profit from coal price improvements when they finally occur.

A Big Purchase Might Be Ahead for Goldcorp

The possible restart of merger talks between Barrick Gold and Newmont Mining could spur the sale of Newmont's African mines.

What's Dragging Down Cliffs Natural Resources?

Cliffs Natural Resources is still unable to overcome pricing headwinds.

Dilution Is a Real Threat to Walter Energy's Shareholders

Rising interest expense burden could force Walter Energy to offer investors an option to swap debt for equity.

Barrick Gold Could Be on the Verge of Tectonic Changes

Barrick Gold is likely to return to merger talks with Newmont Mining as CEO steps down.

Here's Confirmation That Newmont Mining Was Wrong

The Indonesian government puts further pressure on Newmont Mining.

Alamos 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.

Is 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.

Outlook Revealed for These Silver Miners

Coeur d'Alene Mines, Endeavour Silver, and Silver Standard Resources published their second-quarter production updates.

4 Key Takeaways From Alcoa Inc's Earnings Report

Alcoa's report signals the worst times could be over for primary aluminum producers.

Is 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.

Is Newmont Mining Really About to Break Itself Up?

Newmont Mining could return to merger talks with Barrick Gold.

Is 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.

Alcoa's Most Troubled Segment Shows Signs of Life

Alcoa's primary metals segment returns to profitability.

Threat of Dilution Still Exists for Seadrill Ltd

Seadrill's convertible bond issue could be replicated in the future, diluting existing shareholders.

What 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.