Vladimir Zernov, Seeking Alpha

Vladimir Zernov

Seeking Alpha


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Past articles by Vladimir:

Borr Drilling Plans To Restructure Its Corporate Structure (NYSE:BORR)

Borr Drilling reports 3Q earnings and provides its new fleet status report. There are few developments on the fleet front which is not surprising given the current market environment. → Read More

IAMGOLD: New Problems At Westwood Mine Make It Uninvestable (NYSE:IAG)

IAMGOLD's Q3 2020 results show improved operating cash flow but the market is focused on the problems at Westwood mine. → Read More

Harmony Gold Mining Is An Interesting Speculative Play At Current Levels (NYSE:HMY)

Harmony Gold Mining provides its 3Q 2020 operational update. Production increases by 46% as its operations return to normal after COVID-19 disruption. → Read More

Tidewater Has Solid Chances To Survive With The Current Capital Structure (NYSE:TDW)

Tidewater's 3Q 2020 report shows that the company is on the path to positive operating cash flow for the full year 2020. → Read More

Transocean Is Moving Closer To Bankruptcy Quarter After Quarter (NYSE:RIG)

Transocean reported its third quarter results. Another rig is leaving the active fleet. → Read More

AngloGold Ashanti: The Stock Has More Room To Run (NYSE:AU)

AngloGold Ashanti has just provided its Q3 update and boosted its dividend payout ratio. Not surprisingly, the stock rallied after the announcement about a higher dividend. → Read More

Turquoise Hill: Q3 Production Report Looks Good But Dilution Fears Prevail (NYSE:TRQ)

Turquoise Hill has recently provided its 3Q 2020 production report. The company is set to achieve its previous annual production guidance. → Read More

Transocean Q3 2020 Fleet Status Report Analysis (NYSE:RIG)

Transocean releases its new fleet status report. A customer exercised a 180-day option for a drillship. → Read More

New Gold: Q3 Report Will Look Much Better Than The Previous One (NYSEMKT:NGD)

Rainy River's production increased materially in Q3 2020. New Afton continued to deal with lower grades but still managed to increase its production. → Read More

Yamana Gold: Time To Pay More Attention To The Stock (NYSE:AUY)

Yamana Gold increased its full-year production guidance by 3%. The company also boosted its dividend by 50%. → Read More

Pacific Drilling: Recent Jump Is A Dead Cat Bounce (NYSE:PACD)

Pacific Drilling announced that it chose not to make interest payments on its debt. The stock rallied, gaining more than 50% at one point. → Read More

Borr Drilling Makes Another Step Towards Survival (NYSE:BORR)

Borr contemplates equity offering of $40 million - $50 million. Creditors agree to push $595 million of maturities to January 2023. → Read More

Galiano Gold Is Attractive At Current Levels (NYSEMKT:GAU)

Galiano Gold shares corrected by more than 30% from their recent highs that were reached at the end of July. The company is trading at just 6X forward P/E. → Read More

Kinross Gold: I Stay Bullish As Production Is Set To Grow By 20% In 2023 (NYSE:KGC)

Kinross Gold provides production guidance for 2021-2023. Production will increase steadily and reach 2.9 gold equivalent ounces in 2023. → Read More

Turquoise Hill: Rio Tinto Drops The Bomb On Common Equity (NYSE:TRQ)

Suddenly, Turquoise Hill reveals the results of its funding discussions with Rio Tinto. Previously, Turquoise Hill stated that these discussions were deferred due to improved liquidity outlook. → Read More

Turquoise Hill Has Good Chances To Continue Its Upside Move Above $1.00 (NYSE:TRQ)

Turquoise Hill increases its gold production guidance for 2021. The company publishes technical report for Oyu Tolgoi; definitive estimate is expected to be released at the end of the fourth quarter. → Read More

Borr Drilling: A Look At Q2 2020 Results (NYSE:BORR)

Borr reports a second-quarter net loss of $109.6 million, driven by an impairment of $57.9 million. The company's cash position takes a hit as it takes delivery of forward contracts related to its unfortunate speculation in Valaris shares. → Read More

Seadrill: Wipeout Coming Soon (OTCMKTS:SDRL)

Seadrill reports its Q2 2020 results and indicates that current shareholders may get minimal or no recovery in the upcoming restructuring. → Read More

Transocean: First Results Of Debt Exchange Offer Are Not Inspiring (NYSE:RIG)

Transocean reports first results of the debt exchange offer that it announced on August 10. It looks like holders of the nearest maturities did not participate actively in the offer, and Transocean is forced to improve the terms to attract more creditors to participate. → Read More

Valaris: Here's The Wipeout (NYSE:VAL)

Valaris filed for bankruptcy and presents its restructuring support agreement. The plan looks realistic and is based on conservative assumptions which should be carefully studied by investors in those drillers that did not yet file for bankruptcy. → Read More