Petropavlovsk

Petropavlovsk is engaged in the mining of precious and non-precious metals which require it to hold licences which permit it to explore and mine in particular areas in Russia. Co.'s reportable segments, which are aligned with its operating locations, are Pokrovskiy, Pioneer, Malomir and Albyn hard-rock gold mines which are engaged in gold and silver production as well as field exploration and mine development.
  • TickerPOG
  • ISINGB0031544546
  • ExchangeLondon Stock Exchange
  • SectorMining
  • CountryUnited Kingdom

Analysts

Philip Morrish

Value Indicator - UK Basic Resources 24062019

Currently '(TM)Value Indicator - UK Basic Resources' is a value anlaysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prcies.

Philip Morrish

Value Indicator - UK Main Market 240652019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quted companies on the London Stock Exchange's main market that provides the reader with indicative long-term target prices.

BCS Fixed Income Daily: Petropavlovsk

Fed-speak pleases, Brent rises Ahead: Playing stimuli bets. The risk trade and Brent have taken enjoyed a lift, suggesting a bullish session. The US Fed as largely expected, despite the recent bad economic prints, opted to forego a rate cut. However, the Fed pleased with dovish language that telegraphed at least one cut may be appropriate soon, suggesting more than one before year-end, citing the risk of accelerated global economic softening amid escalating and protracted trade wars. Add to the upside sentiment the renewed hope that the US and China will back away from the brink and at least...

Philip Morrish

Value Indicator - UK Basic Resources 17062019

Currently '(TM)Value Indicator - UK Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indiciative longer-term tagret prices.

Philip Morrish

Value Indicator - UK Main Market 17062019

Currently (TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of the London Stock Exchange's main market hat provdes the reader with longer-term indicative target prices.

BCS Equity Daily: Economics, Gazprom, TMK, Petropavlovsk, Alrosa, Acron, Sberbank

Same backdrop, no fresh driver Ahead: Caution operative. The backdrop has little changed. Markets are both increasingly anticipating a decent trade deal between the US and China and allowing some hope that the US sanction threat has the potential to subside – to remind, Putin-Kim meet today to discuss denuclearization of Pyongyang, which has eluded the US; an assist from Russia could be a card that allows Trump to ease off on sanctions. Still, these variables cannot continue to run without fuel, implying any further leg up demands a new signal that such hopes and optimism are justified. Alth...

Artem Bagdasaryan ...
  • Kirill Chuyko
  • Oleg Petropavlovskiy

BCS MM&F Strategy: Isolating the Best

We upgraded our S-T commodity price forecasts for MM&Fs, but our L-T view for each segment remains unchanged – we favor only the best.  PLZL remains our Top Pick, now also positive on diamonds, ALRS  RUAL added to Most Preferred – strong upside, further rerating expected  Other Buys: TMK becoming a dividend story  Holds: SVST, MMK, POLY, PHOR  Sells: Steel, MNOD, HGM, POG and AKRN  M2M Valuations: Confirm our recommendations Key Changes: Upgrades on all fronts, L-T outlooks unchanged We upgraded our commodities outlook and financial forecast for covered M&M companies. The major change ...

BCS Equity Daily: Lukoil, Petropavlovsk, Alrosa, Sberbank, Rostelecom, X5 Retail Group

Oil, global growth – vis-à-vis ECB, US macro – in focus Ahead: Downside bias. Brent remains under pressure on global growth. A risk (unconfirmed sources) has arisen that Venezuela may boost oil output in the wake of the ascension to power of a new president, and recent comments from the US cast some doubt that the US and China will be able to strike a meaningful deal. Against this backdrop of growth woes, markets will be pensive ahead of the ECB policy decision (no change seen) and key EZ-US economic data points (e.g., Jobs, Composite PMI, Leading Indicators). Not off radar, hopes for sanct...

Kirill Chuyko ...
  • Oleg Petropavlovskiy

BCS M&M Strategy: Steel -ive; Gold, Diamonds, pipes +ive

MM&F continue to face headwinds, which will both test most constituent names and buoy the precious metals (PLZL, HGM), ALRS and TMK. - Key Changes: Base metals forecast worsened, diamonds to recover in ‘19 - Buys: PLZL, HGM, TMK are still favorites, Alrosa added - Holds: SVST declined enough, Polymetal grew enough - Sells: Norilsk added to the list on robust, unfair outperformance - M2M Valuation: Fully supportive of our L-T calls Key Changes: Negative for all, save for gold Our main changes are in the base metals and fertilizer sectors. We cut our estimates for the former in 2018 and beyo...

BCS Equity Daily: Oil, TMK, Petropavlovsk, Yandex, Detsky Mir

China breaks silence, OPEC+ on deck Ahead: Upside bias. Breaking its market-disturbing silence, China has vowed to take rapid action during the 90-day truce to fullfil specific trade issues already agreed, expressing confidence that it can reach a trade deal with the US. Trump, too, has tweeted he trusts Xi will deliver. On the oil front, markets are on edge ahead of the OPEC+ meeting – a less than meaningful cut (1mmbpd has been cited as minimum needed to balance the market) would send oil south. As of this writing, Brent is resilient on renewed hope for a US-China deal and speculation that ...

Philip Morrish

Value Indicator - UK Basic Resources 24062019

Currently '(TM)Value Indicator - UK Basic Resources' is a value anlaysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prcies.

Philip Morrish

Value Indicator - UK Main Market 240652019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quted companies on the London Stock Exchange's main market that provides the reader with indicative long-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 17062019

Currently '(TM)Value Indicator - UK Basic Resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indiciative longer-term tagret prices.

Philip Morrish

Value Indicator - UK Main Market 17062019

Currently (TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of the London Stock Exchange's main market hat provdes the reader with longer-term indicative target prices.

Philip Morrish

Value Indicator - UK Basic Resources 10062019

currently '(TM)Value Indicator - UK BAsic Resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

BCS Fixed Income Daily: Petropavlovsk

Fed-speak pleases, Brent rises Ahead: Playing stimuli bets. The risk trade and Brent have taken enjoyed a lift, suggesting a bullish session. The US Fed as largely expected, despite the recent bad economic prints, opted to forego a rate cut. However, the Fed pleased with dovish language that telegraphed at least one cut may be appropriate soon, suggesting more than one before year-end, citing the risk of accelerated global economic softening amid escalating and protracted trade wars. Add to the upside sentiment the renewed hope that the US and China will back away from the brink and at least...

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