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

Raiffeisen Centrobank Equity Daily 18.09.2020

ATX indices review - FFF changes in IMMOFINANZ, EVN; ATX five: add: Wienerberger; del BAWAG Group CECE index review - Add: BIF, Graphisoft Park, Play Communications; Del: Appeninn, PGE FTSE Index Sept review - AllWorld (ML) add: Banca Transilvania; del: mBank, Russneft; AllCap (SML) add: Mayr-Melnhof, Petropavlovsk; del: Kapsch TrafficCom; TotalCap (Micro+SML) add: Marinomed, Getin Noble Bank; M->L: InterRAO; L->M: OMV, Erste Group; STOXX Europe 600 Index review - Dino to be added WIG20/WIG30 indices review - No change in constituents AT: FACC - Informing employees today regarding layoffs, up ...

Raiffeisen Centrobank Equity Daily 31.08.2020

 MSCI August Index Review - Standard indices changes: ADD: Yandex  AT: STRABAG - 1H results live up to our expectations, FY 20 output target raised (positive)  AT: Warimpex - Management will propose a EUR 0.03 dividend per share to the AGM (positive)  PL: LPP - German restructuring completed (positive)  RU: LUKoil - Gas export to China from Uzbekistan projects halted, but with limited impact on financials (neutral)  RU: Petropavlovsk - Corporate conflict directly involves CEO and employees (negative)  RU: Russneft - Russneft granted mineral extraction tax payment postponem...

Raiffeisen Centrobank Equity Daily 28.08.2020

 AT: Andritz - Andritz received a repeat shredder order (neutral)  AT: Warimpex - Results marginally behind expectations, increase in occupancy in Poland, still expecting positive EBITDA (neutral)  PL: Asseco Poland - 2Q 20 net profit in line with preliminary result (neutral)  RO: Sphera Franchise Group - Conference call takeaways (negative)  RU: Alrosa - August trading session delivers selective price discounts (negative)  RU: Okey - 1H 20 conference call highlights (neutral)  RU: Petropavlovsk - MoEx index inclusion (positive)  CEE Macro Daily

Raiffeisen Centrobank Equity Daily 26.08.2020

 AT: AGRANA - Plans to concentrate sugar beet processing in Austria at its Tulln site after the 2020 campaign (positive)  AT: Oesterreichische Post - Closing of Aras Kargo acquisition (neutral)  AT: OMV - OMV issued new hybrid notes with a total volume of EUR 1.25 bn to finance the acquisition of Borealis (neutral)  AT: PORR - 2Q earnings below our estimates on in-line output but better order situation, FY 20 output target of just over EUR 5 bn lives up to our estimate (neutral)  AT: Vienna Insurance Group - PBT in line with preliminaries, realized gains on investments help cush...

Raiffeisen Centrobank Equity Daily 25.08.2020

 AT: CA Immo - Good 2Q results despite pandemic, several one-off effects (positive)  AT: S IMMO - Positive valuation effects drive 2Q results (positive)  PL: Bank Handlowy - 2Q 20 slightly ahead of consensus but below RCBe / higher COR and opex compensated by strong Treasury result / CAR jumped to 20% (neutral)  PL: Eurocash - 2Q 20 EBITDA 7.3% above consensus, net income more than doubled expectations (positive)  RO: Transgaz - Transgaz called a GSM to approve entry of EBRD in the shareholding of Vestmoldtransgaz, its subsidiary in the Republic of Moldova (neutral)  RU: Pe...

Petropavlovsk: 1 director sold

A director at Petropavlovsk sold 463,182 shares at 34p and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Raiffeisen Centrobank Equity Daily 18.09.2020

ATX indices review - FFF changes in IMMOFINANZ, EVN; ATX five: add: Wienerberger; del BAWAG Group CECE index review - Add: BIF, Graphisoft Park, Play Communications; Del: Appeninn, PGE FTSE Index Sept review - AllWorld (ML) add: Banca Transilvania; del: mBank, Russneft; AllCap (SML) add: Mayr-Melnhof, Petropavlovsk; del: Kapsch TrafficCom; TotalCap (Micro+SML) add: Marinomed, Getin Noble Bank; M->L: InterRAO; L->M: OMV, Erste Group; STOXX Europe 600 Index review - Dino to be added WIG20/WIG30 indices review - No change in constituents AT: FACC - Informing employees today regarding layoffs, up ...

Raiffeisen Centrobank Equity Daily 31.08.2020

 MSCI August Index Review - Standard indices changes: ADD: Yandex  AT: STRABAG - 1H results live up to our expectations, FY 20 output target raised (positive)  AT: Warimpex - Management will propose a EUR 0.03 dividend per share to the AGM (positive)  PL: LPP - German restructuring completed (positive)  RU: LUKoil - Gas export to China from Uzbekistan projects halted, but with limited impact on financials (neutral)  RU: Petropavlovsk - Corporate conflict directly involves CEO and employees (negative)  RU: Russneft - Russneft granted mineral extraction tax payment postponem...

Raiffeisen Centrobank Equity Daily 28.08.2020

 AT: Andritz - Andritz received a repeat shredder order (neutral)  AT: Warimpex - Results marginally behind expectations, increase in occupancy in Poland, still expecting positive EBITDA (neutral)  PL: Asseco Poland - 2Q 20 net profit in line with preliminary result (neutral)  RO: Sphera Franchise Group - Conference call takeaways (negative)  RU: Alrosa - August trading session delivers selective price discounts (negative)  RU: Okey - 1H 20 conference call highlights (neutral)  RU: Petropavlovsk - MoEx index inclusion (positive)  CEE Macro Daily

Raiffeisen Centrobank Equity Daily 26.08.2020

 AT: AGRANA - Plans to concentrate sugar beet processing in Austria at its Tulln site after the 2020 campaign (positive)  AT: Oesterreichische Post - Closing of Aras Kargo acquisition (neutral)  AT: OMV - OMV issued new hybrid notes with a total volume of EUR 1.25 bn to finance the acquisition of Borealis (neutral)  AT: PORR - 2Q earnings below our estimates on in-line output but better order situation, FY 20 output target of just over EUR 5 bn lives up to our estimate (neutral)  AT: Vienna Insurance Group - PBT in line with preliminaries, realized gains on investments help cush...

Raiffeisen Centrobank Equity Daily 25.08.2020

 AT: CA Immo - Good 2Q results despite pandemic, several one-off effects (positive)  AT: S IMMO - Positive valuation effects drive 2Q results (positive)  PL: Bank Handlowy - 2Q 20 slightly ahead of consensus but below RCBe / higher COR and opex compensated by strong Treasury result / CAR jumped to 20% (neutral)  PL: Eurocash - 2Q 20 EBITDA 7.3% above consensus, net income more than doubled expectations (positive)  RO: Transgaz - Transgaz called a GSM to approve entry of EBRD in the shareholding of Vestmoldtransgaz, its subsidiary in the Republic of Moldova (neutral)  RU: Pe...

BCS Fixed Income Daily: Petropavlovsk, Sibur

COVID-19 hopes v headwinds Ahead: Upside bias, early on. The risk trade no doubt faces some headwinds, but the cautious hope for successful re-openings of COVID-hit economies and a vaccine appears set to govern in early trade, if only. Sentiment will be tested by a less favorable oil demand-supply outlook and the intensifying US-China joust over Hong Kong, which threatens trade deal. Following the surprise build in the API print, players will be guarded awaiting the EIA report. Also on radar, Eurozone Economic sentiment and 3 major US data points (Durable goods, GDP, Jobless claims – on th...

BCS Fixed Income Daily: Petropavlovsk

Sea of red on COVID-19 – Brent, Ruble hit Ahead: Bucking trend not likely. Global bourses are deep red, spooked by the un-abating spread of COVID-19 that has sent economic growth outlook spiraling downward. The consequent sapping of demand, together with an expected hit from the supply side (Saudi Arabia and Russia prepare to ramp up production), have sent Brent and the ruble plummeting. The Russia trade is set for another rocky ride. For more details, please contact: Oleg Achkasov ( / / ) Luis Saenz ( / / 23)

BCS Fixed Income Daily: Petropavlovsk, EuroChem, TMK, Nordgold

Recovery continues Ahead: Virus fears wane, but strong growth drivers absent. The miracle cure to the coronavirus, news of which likely supported yesterday’s gains, is still a long way off becoming a marketable drug. Meanwhile, the Chinese economy will continue to slow, infecting commodity prices and providing a drag on global financial markets. Against this, any so-called rally cannot be said to be founded on sustainable growth. Still, yesterday’s macro data in the West did positively surprise and opportunistic buying may continue, especially if the oil price supports. All told, the viru...

BCS Fixed Income Daily: Fund Flows, Economics, Petropavlovsk, Polyus

Brent v Coronavirus contagion, frothy heights Ahead: Choppy trade in play. Déjà vu, the same variables will dictate the directions of trade, which translates into choppy waters ahead. To the upside, December industrial production accelerated strongly after almost coming to a standstill in November – BCS expects the trend to continue into 2020. Also positive, Brent has recouped some losses, albeit upside is capped by still the uncertain outlook for global growth. Indeed, players are taking a more sober view on benefits accruing from US-China/EU trade deals, while the coronavirus has furthe...

BCS Fixed Income Daily: Petropavlovsk, Norilsk Nickel, HCF Bank

Trade optimism v Brexit angst Ahead: Yet more crosscurrents. The US-China trade front offers fodder for the bulls – Chief economic adviser Kudlow said it is possible that the threatened 15 December tariff hikes may be lifted if trade talks continue to go well. Sentiment will continue to be tempered as the Brexit saga continues – UK PM Johnson has submitted the Withdrawal Agreement Bill to Parliament for a vote; passage would set the stage for Brexit, albeit passage and exit by the 31 October deadline are longshots. Mark S Bradford, For more details, please contact: Oleg Achkasov ( ...

Roger Bade

Sector Overview - US dollar very weak

In a race to the bottom for the US dollar, the local gold price slipped a couple of pounds per ounce (£/oz) to just under £955/oz. It was a totally different story for US dollar priced commodities. Silver was also helped by a recovery from the previous day’s fall, which had occurred in response to US tariffs on solar panels. It is argued that growth elsewhere, particularly in China, will make up for any shortfall in US demand.

PETROPAVLOVSK with less fundamental stars is reduced to Neutral

PETROPAVLOVSK (GB), a company active in the Gold Mining industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date August 21, 2020, the closing price was GBp 31.10 and its expected value was estimated at GBp 32.12.

Philip Morrish

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