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1/13/14 6:01PM
RE: RE: Hedge
7
Your point about the shareholders, esp Ross Beaty, on the board is an important one. I think you're right on this one, but again it'll probably be bumpy.
There are certainly many ways to hedge copper price exposure from shorting various etf's to buying long dated puts on copper futures based on your view. With Cauquenes, Amerigo's all-in sustaining cash costs are expected... login to read the rest
If you have a strong view that a non-Chilean source is coming online that is large enough and disruptive enough from a cost standpoint to materially lower the price of copper in the intermediate term,... login to read the rest
Thanks Rasputin, very interesting comments. I was completely unaware of that special deal Klaus Zeitler gets, and that may indeed explain poor capital allocation decisions.
So am I correct that your primary concerns are things other... login to read the rest
Aagold -
My recommendation undeniably did not work out. I'll try to be as brief as I can with the post-mortem:
1. I thought this was interesting because you have a company generating nice cash flow from... login to read the rest
rasputin,
Do you have any updated thoughts on this name?
It looks like it was your first write-up on VIC, and unfortunately it didn't work out to well for you. So what do you think of it... login to read the rest
lpartners,
Interesting idea, liked the write-up. I'd be buying this if not for one big issue: as you mentioned, it's a high cost copper producer and that worries me. It seems like, if anything, it would... login to read the rest
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