Radmir Fattakhov

Alfa

Analyst, Metals & Mining @ Alfa

Radmir joined the Alfa-Bank Research team in 2019, covering Metals & Mining stocks. Radmir holds a bachelor’s degree in Economics from the National Research University – Higher School of Economics.

Radmir Fattakhov
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Latest articles from Radmir Fattakhov

Globaltrans: Positive impulse from commodity markets

We upgrade Globaltrans from E/W to O/W with a TP of $10.1/GDR ($7.1/GDR previously). The gondola supply reduction has accelerated amid low rental rates and high steel prices, which discourage repairs. On the regulatory front, we note that the recent ...
Alfa Boris
Boris Krasnozhenov @ Alfa 23 November 2021

Polyus: 3Q21 IFRS results slightly ahead of estimates – POSITIVE

Polyus (PLZL.LI; O/W; $115.6/GDR) released its 3Q21 IFRS financials today, posting a slight beat to market expectations. From the balance sheet perspective, the company managed to reduce 3Q21 leverage by $274 to $3.6bn, with Adj. FCF climbed 3% q/q t...
Alfa Boris
Boris Krasnozhenov @ Alfa 23 November 2021

Polyus: 3Q21 operating results – NEUTRAL-TO-POSITIVE

Polyus (PLZL.LI; O/W; $115.6/GDR) issued a 3Q21 trading update today. From a balance sheet perspective, the company managed to reduce leverage by $416 mn to $1.95 bn, reflecting the bond call-option execution and 3Q21 cash position increase. Among ot...
Alfa Boris
Boris Krasnozhenov @ Alfa 28 October 2021

Polymetal International: 3Q21 operating results – NEUTRAL

Polymetal (POLY LN: O/W; TP GBP 20.9/share) issued its 3Q21 operating results today. 3Q21 revenue decreased by 7% y/y to $819mn driven primarily by the lower gold price (7% y/y) amid a slight drop in gold sales (1% y/y), which was partially offset by...
Alfa Boris
Boris Krasnozhenov @ Alfa 26 October 2021

Globaltrans: 1H21 IFRS results – above consensus – POSITIVE

Globaltrans (GLTR.LI; E/W; $7.1/GDR) issued its 1H21 IFRS financial results, which beat the Interfax (IFX) consensus and our estimates. Globaltrans’ cargo turnover demonstrated a sizeable rebound to pre-Covid levels of 1H19, yet coming short of 1H20 ...
Alfa Boris
Boris Krasnozhenov @ Alfa 31 August 2021

Polymetal International: 1H21 IFRS review – In line with consensus; Neutral-to-positive

Polymetal (POLY.LN; O/W; £20.9/share) reported its 1H21 IFRS results which came broadly in line with the street, but slightly below our estimates. We view the results as neutral-to-positive. The total revenue increased by 12% y/y to $1,245 mn on the ...
Alfa Boris
Boris Krasnozhenov @ Alfa 26 August 2021

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