How a Copper Company Makes Money Without Mining Anything | Amerigo Resources CEO Interview Podcast Por  arte de portada

How a Copper Company Makes Money Without Mining Anything | Amerigo Resources CEO Interview

How a Copper Company Makes Money Without Mining Anything | Amerigo Resources CEO Interview

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❗AMERIGO RESOURCES HAS NOT PAID FOR THIS INTERVIEW. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.


Timestamps:00:00:00 Chapters

00:00:31 IMPORTANT WARNING

00:01:45 Amerigo Resources Financial Overview

00:05:36 Why should I care?

00:08:10 At what copper price does Amerigo make money?

00:09:06 How sensitive is Amerigo to the copper price?

00:11:53 How much is their sustainable capex?

00:14:09 How can they grow the company from here on out?

00:16:30 Can Codelco change the contract?

00:17:34 Can Codelco just walk away from the contract?

00:20:25 Do royalties escalate?

00:24:56 Will Codelco's water plans impact Amerigo?

00:26:49 How is the relationship with Codelco?

00:29:44 Can they replicate the process at other mines?

00:33:23 How would they finance any potential growth?

00:34:27 What is the state of the debt?

00:36:11 Why pay a dividend before paying back the debt?

00:36:52 How much dividend capacity will open up next year?

00:37:31 Will they keep both the dividend and the buy backs?

00:38:06 Is the number of fully-diluted shares really falling?

00:40:08 Can they innovate the metallurgical process?

00:44:15 Could there be another flood?

00:47:02 Do draughts in Chile influence them?

00:48:37 Are they expecting a political reform in Chile?

00:52:19 How is their relationship with the local community?

00:54:41 What percentage of the workforce is local?

00:58:10 How do they manage the currency?

00:59:00 Why did revenues not grow in Q1?

01:02:21 Why did smelting charges fall in Q1?

01:05:00 How do molybdenum prices influence Amerigo's business?

01:06:48 What is their effective tax rate?

01:08:48 How much does personnel cost them?

01:10:52 Do they have the right technical staff?

01:15:01 Why haven't they hedged their sales?

01:18:41 Will they be doing more marketing in 2025?

01:22:21 What keeps Aurora up at night?

01:27:52 IMPORTANT WARNING

This is an Amerigo Resources CEO interview with CEO, Aurora Davidson.

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