You are not eligible to view 26 messages. To gain access to more recent message posts signup free for membership.
#
AUTHOR
DATE
SUBJECT
35
member
3/27/22 6:27AM
drought again
I recently exited and made decent money on this, so thank you for the idea.
Reason I exited is it appears last season had low rainfall again. Given the work Amerigo did on water they will... login to read the rest
i am not sure this will be sold (altho of course that would be the preferred outcome), especially given the renewed concerns around Chile's mining law changes (which would overhang any copper related transaction in... login to read the rest
There we are, in the mist of a remarkable Copper bull market and at 3.80 per pound today this company's Ebitda /Equity yield is close to 50%, and yet nothing rerates this dog. I am... login to read the rest
Hi lpartners
Not sure if I missed it, but could only find a Spanish version of the April 2014 Codelco Agreement on SEDAR.
Do you think the company could make a translated version available?
LP - many thanks for the most comprehensive response. it really cleared up a few of those issues holding me back, especially on the slag vs non-slag economics/differences in presentation + the DTLs, etc. thanks
hi LP, thanks again for your continued updates on this name, you motivated me to look under the hood a bit more. frankly im a little perplexed by a few things. in no particular order:
-... login to read the rest
many thanks for the kind words! much appreciated.
also, especially your thoughts around capital impairment risk give me much more comfort. i still think will try to learn more about the co and see what the... login to read the rest
Hey lpartners, interesting idea, surprised i havent come across it before. read through theri materials, couple things seem like issues:
1. seems like a prodblem last year was low quality rock. Then in august they switched... login to read the rest
i really come down w kuppy on this one. given the latent magnitude of upside to even your basecase outcome, why dont you just wait for the 4Q numbers and/or proof of the operational stabilization?... login to read the rest
many thank for the intriguing idea. looking at capIQ it looks like the co has consistently operated with slightly negative working capital (through a variety of copper price environments). why then are you anticipating a... login to read the rest
Are you sure you want to close this position AMERIGO RESOURCES LTD?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag AMERIGO RESOURCES LTD for Removal
Are you sure you want to Flag this idea AMERIGO RESOURCES LTD for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.