Amerigo Resources

ARG-T

Analysis and Opinions about ARG-T

Signal
Opinion
Expert
COMMENT
COMMENT
May 25, 2007
A bit of an oddity as it depends on the tailings coming down a Chilean mountain for processing. Does seem to want to become a producer. Could be some short-term risks and stumbles. Good dividend. This is not what he would go into a mining company for.
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A bit of an oddity as it depends on the tailings coming down a Chilean mountain for processing. Does seem to want to become a producer. Could be some short-term risks and stumbles. Good dividend. This is not what he would go into a mining company for.
BUY
BUY
May 17, 2007
A safe way to deal with molybdenum and copper. They take the tailings from a copper project in Chile and process it, so they are processors, not miners. 4% dividend. Excellent managers. The mine has a 50-year lifespan. Almost like and annuities situation.
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A safe way to deal with molybdenum and copper. They take the tailings from a copper project in Chile and process it, so they are processors, not miners. 4% dividend. Excellent managers. The mine has a 50-year lifespan. Almost like and annuities situation.
COMMENT
COMMENT
May 7, 2007
Primarily copper with some molybdenum. Has had a run in the last 3 to 4 months. 4% dividend. One of the better conservative plays in the mining field.
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Primarily copper with some molybdenum. Has had a run in the last 3 to 4 months. 4% dividend. One of the better conservative plays in the mining field.
HOLD
HOLD
April 20, 2007
4% dividend. Produces copper and molybdenum from the fresh tailings of the mine in Chile.
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4% dividend. Produces copper and molybdenum from the fresh tailings of the mine in Chile.
TOP PICK
TOP PICK
April 13, 2007
Everything has clicked. Copper has gone from $2.50 to $3.50. They have the production back in line and a large percentage of their revenue has molybdenum in it.
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Everything has clicked. Copper has gone from $2.50 to $3.50. They have the production back in line and a large percentage of their revenue has molybdenum in it.
BUY
BUY
April 10, 2007
Produces copper and molybdenum. Processes low-grade tailings from another company's mine. Moly prices should really do well. If copper stays high and Molly continues to rise, the stock should do well.
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Produces copper and molybdenum. Processes low-grade tailings from another company's mine. Moly prices should really do well. If copper stays high and Molly continues to rise, the stock should do well.
BUY
BUY
March 21, 2007
Since 2004 it has been doing very well in a very narrow trading range. It is probably ready for the next leg.
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Since 2004 it has been doing very well in a very narrow trading range. It is probably ready for the next leg.
BUY
BUY
February 15, 2007
Copper. Takes waste from a nearby mine and processes it to get copper. The mine had some operational problems that affected them, but this is now cleared up. Also gets some molybdenum.
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Amerigo Resources (ARG-T)
February 15, 2007
Copper. Takes waste from a nearby mine and processes it to get copper. The mine had some operational problems that affected them, but this is now cleared up. Also gets some molybdenum.
BUY
BUY
December 22, 2006
Has a 50 year copper asset. Fairly high costs, but the costs should come down. 4% yield. Has been incredibly beaten up. Should go up, even if copper comes off.
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Amerigo Resources (ARG-T)
December 22, 2006
Has a 50 year copper asset. Fairly high costs, but the costs should come down. 4% yield. Has been incredibly beaten up. Should go up, even if copper comes off.
DON'T BUY
DON'T BUY
November 22, 2006
Just sold his holdings. Looks cheap. If you believe copper prices will stay high, you should continue to hold. He has a negative outlook for copper for the coming year. US housing is one of the primary consumers of copper.
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Amerigo Resources (ARG-T)
November 22, 2006
Just sold his holdings. Looks cheap. If you believe copper prices will stay high, you should continue to hold. He has a negative outlook for copper for the coming year. US housing is one of the primary consumers of copper.
PAST TOP PICK
PAST TOP PICK
November 20, 2006
(A Top Pick Sept 1/06. Down 1%.) Pure Copper play. 50 year mine life. Should have a low operating cost when they get their operational problems fixed in 6 months. Inexpensive way to have exposure to copper. 5-year view.
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Amerigo Resources (ARG-T)
November 20, 2006
(A Top Pick Sept 1/06. Down 1%.) Pure Copper play. 50 year mine life. Should have a low operating cost when they get their operational problems fixed in 6 months. Inexpensive way to have exposure to copper. 5-year view.
HOLD
HOLD
October 24, 2006
Chilean operation. Takes the copper tailings from a mine and processes it. Have quite a bit of cash. They aren't up to where they were projected to be yet, but it's a good hold.
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Amerigo Resources (ARG-T)
October 24, 2006
Chilean operation. Takes the copper tailings from a mine and processes it. Have quite a bit of cash. They aren't up to where they were projected to be yet, but it's a good hold.
BUY
BUY
September 18, 2006
His only base metal investment. This is not a mining risk, but is processing. They take the tailings from a mine company in Chile and reprocess the copper from that. Low-cost. 50 year life. Has the ability to grow in volume.
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Amerigo Resources (ARG-T)
September 18, 2006
His only base metal investment. This is not a mining risk, but is processing. They take the tailings from a mine company in Chile and reprocess the copper from that. Low-cost. 50 year life. Has the ability to grow in volume.
TOP PICK
TOP PICK
September 1, 2006
Processing project on one of the biggest copper mines in the world. Processes the sludge that the mine produces. 50 year mine life. Has just cut back because of environmental concerns, but in a years time it is solvable. Expects a consitant return for the long term.
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Amerigo Resources (ARG-T)
September 1, 2006
Processing project on one of the biggest copper mines in the world. Processes the sludge that the mine produces. 50 year mine life. Has just cut back because of environmental concerns, but in a years time it is solvable. Expects a consitant return for the long term.
TOP PICK
TOP PICK
June 9, 2006
A copper processing facility in Chile. It is not copper mining, but is copper manufacturing in a way. Pays 4.5% yield. Very profitable. Using a copper price of $1.50 going forward, he gets an NAV of over $3.
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A copper processing facility in Chile. It is not copper mining, but is copper manufacturing in a way. Pays 4.5% yield. Very profitable. Using a copper price of $1.50 going forward, he gets an NAV of over $3.
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