|
Bank |
Date of the report |
Report name |
Analyst |
E-mail |
|
Alfa-Bank |
12 Oct 09 |
Russian Precious Metals: Gold Forecast and Ratings Upgrade |
Barry Ehrlich,
Maxim Semenovykh,
Sergey Krivokhizhin |
behrlich@alfabank.ru
msemenovykh@alfabank.ru
skrivokhizhin@alfabank.ru |
|
05 May 10 |
Switch to Polyus from Polymetal |
|
28 May 10 |
Polyus Gold: KazakhGold strategy |
|
Bank of America Merrill Lynch |
22 Jun 10 |
Increasing POs on higher gold prices; prefer Polyus Gold |
Eduard Faritov, Stanislav Gorozhankin |
eduard.faritov@baml.com stanislav.gorozhankin@baml.com |
|
02 Jul 10 |
Gold: the Russians are coming |
|
15 Jul 10 |
LSE listing: hardly smooth but happy outcome likely |
|
30 Jul 10 |
Moscow meetings feedback |
|
BMO CM |
14 Aug 09 |
OJSC Polyus Gold |
David Haughton |
david.haughton@bmo.com |
|
14 Dec 09 |
Materials - precious metals and minerals |
|
Credit Suisse |
11 Sep 09 |
EEMEA Gold: Defensive and fast-growing |
Semyon Mironov,
Mikhail Priklonsky |
semyon.mironov@credit-suisse.com
mikhail.priklonsky@credit-suisse.com |
|
02 Dec 09 |
EEMEA Materials |
|
Deutsche Bank |
15 Feb 10 |
Russian Gold - It's all about growth |
Olga Okuneva
Erik Danemar |
olga.okuneva@db.com
erik.danemar@db.com |
|
29 Apr 10 |
Polyus reports in-line 2H/FY results |
|
21 May 10 |
Polyus Gold: KazakhGold strategy unveiled |
|
27 May 10 |
Russian Gold |
|
Finam |
16 Feb 09 |
Polyus Gold |
Alexey Sulinov
Vladimir Sergievskiy |
sergievskiy@finam.ru |
|
Goldman Sachs |
10 Dec 09 |
Looking for the greatest leverage to further gold price upside |
Vasily Nikolaev |
vasily.nikolaev@gs.com |
|
27 Apr 10 |
Less upside on gold |
|
5 May 10 |
FY09 results as expected; possible upside from a reverse takeover |
|
HSBC |
Mar 10 |
From Safari to Siberia |
Sabrina Grandchamps
Lucia Marquez |
sabrina.m.grandchamps@us.hsbc.
com
lucia.x.marquez@us.hsbc.com |
|
ING |
19 Oct 09 |
Polyus Gold growth phase |
Maxim Matveev |
maxim.matveev@ingbank.com |
|
02 Feb 10 |
Polyus Gold and Polymetal: Revised forecasts and target prices |
|
Morgan Stanley |
16 Mar 10 |
Polyus Gold: Growth already priced in |
Dmitry Kolomytsyn
Timur Salikhov |
Dmitriy.Kolomytsyn@morganstan
ley.com |
|
21 May 10 |
Polyus Gold. KazakhGold strategy has limited impact. |
|
Nomura |
06 Oct 09 |
South African /Russian gold |
Vladimir Zhukov,
Valentina Bogomolova,
Abhishek Shukla |
vzhukov@nomura.com
vbogomolo@nomura.com
a.shukla@nomura.com |
|
30 Apr 10 |
Polyus Gold: Strong 2009 on cash costs |
|
RBC Capital Markets |
07 Jul 09 |
The Russian Gold Behemoth Builds Out |
Cailey Barker,
Phil Swinfen |
cailey.barker@rbccm.com
phil.swinfen@rbccm.com |
|
25 Sep 09 |
Polyus Gold H1 Results - Lower Costs hit a Beat |
|
25 Jan 10 |
Polyus Gold 2009 operating results |
|
RenCap |
28 Sep 09 |
Polyus Gold delivers good numbers on better costs |
Andrew Jones |
ajones@rencap.com |
|
30 April 10 |
Polyus Gold FY2009 financial review |
|
Rye, Man and Gorr |
29 May 09 |
Polyus Gold: Attractive on Gold Fever, but Upside is Exhausted |
Lenar Hafizov |
research@rmg.ru |
|
Sovlink |
20 Mar 09 |
Gold mining: safer than money |
Nikolay Osadchiy |
osadchiy@sovlink.ru |
|
Troika Dialog |
26 Jan 10 |
Polyus Gold: 2009 Production Results: No growth yet |
Mikhail Skistin,
Sergey Donskoy,
Irina Lapshina |
mikhail_stiskin@troika.ru
sergey_donskoy@troika.ru
irina_lapshina@troika.ru |
|
16 Feb 10 |
Gold Sector: The start of the growth phase |
|
30 Apr 10 |
Polyus Gold - Solid delivery in 2009 |
|
20 May 10 |
Polyus Gold. Development programme for KazakhGold. |
|
UBS |
22 Jun 10 |
Polyus Gold: KazakhGold - more growth, but value add is small |
Alexei Morozov,
Kirill Chuyko,
Anastasia Gracheva |
alexei.morozov@ubs.com
kirill.chuyko@ubs.com
anastasia.gracheva@ubs.com |
|
UniCredit Securities |
16 Jun 10 |
Polymetal vs. Polyus Gold |
Marat Gabitov |
marat.gabitov@unicreditsec.ru |
|
28 Jul 10 |
Polyus Gold: Production growth overpriced; corporate governance issues argue for a discount |
|
Uralsib |
30 Apr 10 |
Polyus Gold: Strong results from Russian mines |
Nikolay Sosnovsky, Dmitry Smolin |
sosnovskyno@uralsib.ru
kavanaghms@uralsib.ru
smolindv@uralsib.ru
|
|
09 Jun 10 |
Russian gold mining: worth their weight in gold |
|
VTB
|
14 Apr 10 |
Russian Gold: Priceless growth |
Alexander Pukhaev,
Igor Lebedinets, Vadim Astapovich |
alexander.pukhaev@vtbcapital.com
igor.lebedinets@vtbcapital.com
vadim.astapovich@vtbcapital.com |
|
11 Jun 10 |
Polyus Gold vs. Polymetal: performance gap of 63% |
|
22 Jun 10 |
Gold sector: risks on the upside |
Operations
