The Copper Bull Market with Aurora Davidson, CEO of Amerigo Resources

Grizzle Pod: Thematic Growth Investing

English - October 03, 2023 10:00 - 36 minutes - 33.3 MB - ★★★★★ - 3 ratings
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Previous Episode: Energy & Market Outlook with Warren Pies, Founder & Strategist at 3Fourteen Research

Next Episode: Beaver Creek Precious Metals Summit Interviews

A far ranging conversation on the state of the copper market with Aurora Davidson, CEO of Amerigo Resources, a copper producer in the heart of copper’s heartland, Chile. Aurora is a veteran of the copper market, especially in Chile, the world’s largest copper producing country, making this a must listen if you are looking for a future outlook for copper or to learn if Chilean production will be able to meet lofty demand forecasts from the renewables industry. A summary of topics discussed include: Fundamental view on copper and 2024 price outlook

1. Why is Chile so important to the global copper story, and why is copper so vital to Chile?

2. Thoughts on CODELCO’s recent financing (Chile’s state owned copper company) and whether investors should worry about CODELCO’s ability to access funds and grow production.

3. Amerigo’s sustainable 9.3% dividend yield, low debt and plans for growing the dividend from here.

4. Amerigo’s capital return strategy if copper prices move higher this decade.

Amerigo: https://www.amerigoresources.com
Amerigo Twitter: @AmerigoRes

Grizzle Research & Quant: https://grizzleresearch.substack.com

Grizzle Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle