Zernov’s Activity

Yesterday

NL

Article

Zernov published an article 3:05 PM

AK Steel Is Well Positioned Despite Dramatic First Quarter

AK Steel's production and cost performance will improve as the company recovers from the difficult first quarter.

NL

Article

Zernov published an article 12:12 PM

No Miracles From Arch Coal Inc in the First Quarter

Arch Coal's first quarter report reveals increase in negative operating margins and shows there's a long way before the company will feel secure.

Tue Apr 22

NL

Article

Zernov published an article 4:16 PM

Should Barrick Gold's Shareholders Be Skeptical of the Possible Merger With Newmont Mining?

The possible merger between Barrick Gold and Newmont Mining doesn't mix well with the freshly proclaimed strategy of making Barrick Gold a leaner company.

NL

Article

Zernov published an article 11:34 AM

Goldcorp Inc Walks Away From a Pricey Deal

As Goldcorp will not raise its offer for Osisko Mining, Agnico Eagle Mines and Yamana Gold will win, but it's hardly a victory to celebrate with champagne.

NL

Article

Zernov published an article 10:59 AM

Will the Downside Continue for Noble Corp?

A bleak outlook for the offshore drilling market could be outweighed by the cheapness of Noble Corp shares.

Thu Apr 17

NL

Article

Zernov published an article 11:30 AM

BHP Billiton Ltd Shows No Mercy for Weaker Producers

As BHP Billiton and Rio Tinto continue to grow their met coal and iron ore production, weaker players can't count on changes in the price environment.

Wed Apr 16

NL

Article

Zernov published an article 5:04 PM

Another Gold Miner Joins the Bidding Drama

Yamana Gold and Agnico-Eagle Mines make an impulsive move to acquire Osisko Mining.

NL

Article

Zernov published an article 9:47 AM

Walter Energy Inc Is in a Race Against the Clock

Walter Energy's cash flows will improve as the company idles its Canadian operations, but there's still a long way to go before Walter Energy finds itself in safe waters.

Tue Apr 15

NL

Article

Zernov published an article 1:51 PM

Coeur d'Alene Mines Pressured by Low Silver Prices

Coeur d'Alene's high costs make the company vulnerable to downside in silver prices, but improvements on the cost front could pave the way for upside.

NL

Article

Zernov published an article 1:16 PM

Upside for Silver Standard Resources Inc Might Be Limited

Silver Standard Resources has no major catalyst for further upside until the release of production and cost data from its newly purchased Marigold mine.

NL

Article

Zernov published an article 10:18 AM

Improved Thermal Coal Outlook Brings No Relief to Alpha Natural Resources Inc

Alpha Natural Resources has little exposure to thermal coal price fluctuations this year while it is significantly exposed to met coal price volatility, which puts the company at a disadvantage.

Mon Apr 14

NL

Article

Zernov published an article 2:18 PM

Light at the End of the Tunnel for Freeport-McMoRan and Newmont Mining

Freeport-McMoRan and Newmont Mining are close to winning the battle over controversial Indonesian copper concentrate export taxes.

NL

Article

Zernov published an article 9:59 AM

Goldcorp's Battle for Osisko Mining Continues

Goldcorp raised its offer for Osisko Mining and might be overpaying, but it has the necessary financial strength to absorb possible risks.

Wed Apr 9

NL

Article

Zernov published an article 11:26 AM

How Is Peabody Energy Corporation Different From Other Coal Miners?

Peabody's lower met coal costs and lower debt burden distinguish the company from its competitors.

Tue Apr 8

NL

Article

Zernov published an article 11:01 AM

Is There Too Much Optimism About Anadarko Petroleum Corporation?

Anadarko Petroleum's shares enjoyed nice run after the announcement of settlement of the Tronox case, but the upside could continue

NL

Article

Zernov published an article 10:24 AM

Price Floor Seems to Be Set for Potash Exporters

New contracts signal that a price floor has been reached for potash.

Mon Apr 7

NL

Article

Zernov published an article 11:03 AM

Yamana Gold Inc's Move Puzzles Goldcorp

Yamana Gold's agreement with Osisko Mining to purchase a 50% interest in Osisko's mining and exploration assets interferes with Goldcorp's plans.

Thu Apr 3

NL

Article

Zernov published an article 9:48 AM

Why Long-Term Fundamentals Don't Matter for These Coal Miners Right Now

Walter Energy and Alpha Natural Resources are in a tough situation, so the near-term dynamics of coal prices matter more than long-term prospects for the time being.

Wed Apr 2

NL

Article

Zernov published an article 12:55 PM

Cliffs Natural Resources Delisting Puts Pressure on Shares

Cliffs Natural Resources move to delist its shares from Euronext Paris makes perfect sense, but it will add to short-term pressure on company's shares.

Tue Apr 1

NL

Article

Zernov published an article 4:45 PM

Should You Invest in Streaming and Royalty Companies?

Are streaming and royalty companies a viable alternative to ETFs and mining stocks?

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