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