Stephen Dixon 08 Apr 2015, 09:49

Rouble/$ fundamental value is around 60 at Brent oil price of 55-60. Current growth to 53.9 is temporary and a good option to temporary #sell fairly priced not-growth rouble-revenue Russian stocks like $ROSN $MFON $NVTK $ATAD to enter when Rubble is back to 60

James Disick 29 Mar 2015, 13:08

$ROSN $LKOH $GAZ $SGGD $ATAD what are the catalysts for Russian oil stocks now? At the moment no, so I would #hold

Flor Crowley 27 Jan 2015, 11:50

$ROSN $LKOH Goldman made a nice analysis supporting my previous point. They also incorporated recent Ruble devaluation into the picture. "investor concerns about the health of Russia's oil industry should remain more myth than reality"

www.zerohedge.com/news/20...l-sector

Flor Crowley 19 Dec 2014, 11:30

$ROSN $LKOH no, Russian Natural resource extraction tax extracts all the surplus so that oil companies are getting a relatively fixed margin at any oil price above certain level which is below $50.

John O'Donoghue 18 Nov 2014, 19:20

$ROSN $LKOH Don't you think that oil price uncertainty also influences Russian oil producers?

Flor Crowley 18 Nov 2014, 13:19

$ROSN $LKOH valuations are cheap (P/E 6 for Rosneft, 5 for Lukoil) but there is so much uncertainty in whether investors will continue to back out from Russia or start to return in 1-2 years. #hold