Zernov’s Activity

Yesterday

NL

Article

Zernov published an article 1:57 PM

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.

Thu Jul 10

NL

Article

Zernov published an article 1:48 PM

Is Newmont Mining Really About to Break Itself Up?

Newmont Mining could return to merger talks with Barrick Gold.

NL

Article

Zernov published an article 11:01 AM

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.

Wed Jul 9

NL

Article

Zernov published an article 6:09 PM

Alcoa's Most Troubled Segment Shows Signs of Life

Alcoa's primary metals segment returns to profitability.

NL

Article

Zernov published an article 2:20 PM

Threat of Dilution Still Exists for Seadrill Ltd

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

Tue Jul 8

NL

Article

Zernov published an article 3:59 PM

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 [more]

NL

Article

Zernov published an article 9:37 AM

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.

NL

Article

Zernov published an article 9:28 AM

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.

Mon Jul 7

NL

Article

Zernov published an article 6:50 PM

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.

NL

Article

Zernov published an article 2:52 PM

Here's How Freeport-McMoRan Will Deleverage

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

NL

Article

Zernov published an article 11:16 AM

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.

NL

Article

Zernov published an article 9:47 AM

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?

NL

Article

Zernov published an article 9:12 AM

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.

Thu Jul 3

NL

Article

Zernov published an article 2:22 PM

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

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

Wed Jul 2

NL

Article

Zernov published an article 12:00 PM

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.

NL

Article

Zernov published an article 11:35 AM

Is S&P Right on Walter Energy?

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

NL

Article

Zernov published an article 9:30 AM

Newmont Mining's Harsh Decision Benefits Freeport-McMoRan

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

Tue Jul 1

NL

Article

Zernov published an article 10:21 AM

Aerospace, Not Auto Will Drive Alcoa's Earnings Higher

Alcoa's recent acquisition solidifies its aerospace presence.

Mon Jun 30

NL

Article

Zernov published an article 4:37 PM

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.

NL

Article

Zernov published an article 10:31 AM

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.

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