Jun 20, 2014 by Vladimir ZernovIs a Dividend Cut Around the Corner for Cliffs Natural Resources Inc.?Iron ore prices hit new lows, making a dividend cut more likely for Cliffs Natural Resources.
Jun 19, 2014 by Vladimir Zernov2 Battered Silver Companies, 2 Different FatesCoeur d'Alene Mines and Silver Standard Resources have had a rough second quarter, but one of them still has upside, while the other looks to be set for more pain ahead.
Jun 19, 2014 by Vladimir ZernovAK Steel Still Has Room for UpsideLow raw materials prices and cheap valuation make AK Steel attractive.
Jun 18, 2014 by Vladimir ZernovCONSOL Energy Takes Next Step in Its Growth PlanCONSOL Energy announced a formation of MLP from the midstream gathering services company jointly owned with Noble Energy.
Jun 18, 2014 by Vladimir ZernovIs Teck Resources' Dividend in Danger?Strong cost performance and solid cash position mean there's no immediate risk for Teck Resources dividend.
Jun 18, 2014 by Vladimir ZernovWhy Newmont Mining Is Taking a Harder Stance Than Freeport-McMoRanFreeport-McMoRan has much more to lose in Indonesia than Newmont Mining.
Jun 17, 2014 by Vladimir Zernov3 Reasons Alpha Natural Resources Won't End up Like Walter EnergyWhile both Alpha Natural Resources and Walter Energy are under tremendous pressure this year, their fates might differ due to Alpha's significant exposure to thermal coal.
Jun 17, 2014 by Vladimir ZernovHave These Gold Mining Stocks Finally Hit Bottom?Upside looks possible for IAMGOLD, Eldorado Gold, and Kinross Gold unless the price of gold continues to take a beating.
Jun 13, 2014 by Vladimir ZernovFreeport-McMoRan Is Not Immune to Copper DownsideRisks of copper price downside increase as China investigates the metal's use in financing deals.
Jun 13, 2014 by Vladimir ZernovIs This Major Miner a Threat to Potash Corp. and Mosaic Co?While BHP Billiton sees opportunities in the potash business, years will pass until it becomes a real player in the field.
Jun 12, 2014 by Vladimir ZernovA Shocking Blow for Diamond Offshore DrillingDiamond Offshore Drilling shares find themselves under pressure after Statoil suddenly cancels a rig contract.
Jun 11, 2014 by Vladimir ZernovShould Occidental Petroleum Investors Expect a Higher Dividend Yield?Share buybacks will allow Occidental Petroleum to lift its dividend yield without actually increasing cash distribution to shareholders.
Jun 10, 2014 by Vladimir ZernovIs Seadrill Ltd's Deal With Total SA a Breakthrough?Seadrill's recent deal with Total is good for the company, but it doesn't change the big picture for the industry.
Jun 6, 2014 by Vladimir ZernovCould Allied Nevada Gold Corp. Be up for Sale?As Allied Nevada Gold searches for a partner for the Hycroft mill expansion, it could consider selling itself at some point.
Jun 6, 2014 by Vladimir ZernovThis Battle Is Extremely Important for Freeport-McMoRan Inc. and Newmont Mining Corp.Newmont Mining declares force majeure in Indonesia, meaning the export tax issue is still difficult to resolve.
Jun 3, 2014 by Vladimir ZernovCasablanca Capital Is Just Another Problem for Cliffs Natural ResourcesA proxy fight is around the corner for Cliffs Natural Resources as Casablanca Capital seeks to replace the company's CEO.
Jun 3, 2014 by Vladimir ZernovIs the EPA's Proposal a Deathblow for Coal Miners?There's more pressure ahead for Peabody Energy, Arch Coal, and Alpha Natural Resources as new rules from the Environmental Protection Agency come into play.
Jun 3, 2014 by Vladimir ZernovIs Walter Energy's Sell-off a Buying Opportunity or the Beginning of the End?Walter Energy is the cheapest bet on the met coal price rebound, but it's also the riskiest one.
Jun 3, 2014 by Vladimir ZernovHas Intrepid Potash Inc. Reached Its Top?Intrepid Potash Inc. trades at a premium to its peers Mosaic and PotashCorp, but lacks catalysts for further upside.
Jun 2, 2014 by Vladimir ZernovWhat Was Rio Tinto Thinking With This $20 Billion Deal?Rio Tinto has signed a deal to develop the southern part of Simandou in Guinea, marking an important long-term step.
