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Vladimir Zernov

Zernov

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

Recent Articles by Vladimir Zernov

Jul 8, 2014 by Vladimir Zernov

Why Is Pan American Silver Being Cautious With This Expansion?

Pan American Silver recently published the preliminary economic assessment of its Mexican Dolores mine expansion. The project is estimated to increase the mine's annual silver production by 1.39 million ounces, while increasing average annual gold production by 37,000 ounces. The company evaluated the results of the study as positive, but decided to defer making a construction decision for the next 9-12 months. Why is Pan American Silver being so cautious?

Jul 8, 2014 by Vladimir Zernov

Here's How Freeport-McMoRan Will Deleverage

Freeport-McMoRan is going to reach its ambitious debt-reduction target by assets sales.

Jul 8, 2014 by Vladimir Zernov

Is Alpha Natural Resources Cheap at an 80% Discount to Book Value?

Alpha Natural Resources has to make more aggressive steps in optimizing its portfolio to become a definitively cheap company.

Jul 8, 2014 by Vladimir Zernov

Freeport-McMoRan Outsmarts Newmont Mining

Freeport-McMoRan agreed to a memorandum of understanding with the Indonesian government, stepping closer toward the resumption of copper exports.

Jul 7, 2014 by Vladimir Zernov

The Land of Strikes Is Making Life Tough for Gold Miners

Shares of South African miners will likely carry a discount for exposure to the country because of multiple, long strikes.

Jul 7, 2014 by Vladimir Zernov

Consider This Important Fact Before Investing in Teck Resources

Teck Resources obtained the right to purchase up to 20 million shares, but how likely is the buyback?

Jul 7, 2014 by Vladimir Zernov

Here's the Worst-Case Scenario for Cliffs Natural Resources

Absorbed in the battle with Casablanca Capital, Cliffs Natural Resources could finish without a game plan.

Jul 7, 2014 by Vladimir Zernov

Is It Wise for Rio Tinto to Join the Potash Game?

Just like BHP Billiton, Rio Tinto wants its share of the potash pie.

Jul 4, 2014 by Vladimir Zernov

Will Baker Hughes and Halliburton Ever Catch up With Schlumberger?

Schlumberger will continue to trade at a premium to its peers, but this does not limit their upside.

Jul 2, 2014 by Vladimir Zernov

Is S&P Right on Walter Energy?

S&P downgrades Walter Energy to junk rating, putting further pressure on the company.

Jul 2, 2014 by Vladimir Zernov

Newmont Mining's Harsh Decision Benefits Freeport-McMoRan

Newmont Mining goes to court regarding the Indonesian copper concentrate export issue.

Jul 1, 2014 by Vladimir Zernov

Aerospace, Not Auto Will Drive Alcoa's Earnings Higher

Alcoa's recent acquisition solidifies its aerospace presence.

Jun 30, 2014 by Vladimir Zernov

How Long Can Royalty Companies Sit on Their Cash?

Franco-Nevada and Royal Gold have significant cash positions, but it is difficult to put all this money to work effectively.

Jun 30, 2014 by Vladimir Zernov

Cliffs Natural Resources and Casablanca Capital: No Winning Plan in Sight

Cliffs Natural Resources and Casablanca Capital continue to bash each other, but they fail to make a compelling case for a turnaround.

Jun 28, 2014 by Vladimir Zernov

Don't Pay Too Much Attention to Steelmakers' Warnings

AK Steel's and Nucor's second-quarter earnings will be softer than expected, but this doesn't change the outlook for these companies.

Jun 28, 2014 by Vladimir Zernov

Is There More Upside Ahead for Agnico Eagle Mines?

Agnico Eagle Mines enjoys strong production growth and free cash flow, but needs further gold price upside as shares became richly valued.

Jun 26, 2014 by Vladimir Zernov

Potash Corp.'s Move Signals Improvements in Potash Market

Potash Corp. recalls layoff because of granular potash market tightness, which is good news for the company and for Intrepid Potash.

Jun 25, 2014 by Vladimir Zernov

Allied Nevada Gold Is Close to the Inevitable

Allied Nevada Gold is considering selling a stake in itself.

Jun 24, 2014 by Vladimir Zernov

Who's Winning the Met Coal Waiting Game?

While all met coal producers are short term losers, cost-effective ones have good chances to profit in the longer term.

Jun 20, 2014 by Vladimir Zernov

First Shot at Pascua-Lama Partnership Is a Miss

Barrick Gold's talks with China National Gold did not include Pascua-Lama.

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