Navigating The Copper Deficit With Amerigo's Aurora Davidson

Grizzle Pod: Thematic Growth Investing

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1+ y ago 40:43

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In this week's podcast, Grizzle spoke with Aurora Davidson, the CEO of Amerigo Resources, to discuss her outlook on the looming copper deficit, and the current supply vs demand fundamentals at stake as the energy transition unfolds. Davidson also discusses Amerigo's unique business model as a copper producer that recovers the metal from waste materials, and what gives her company an edge over conventional miners. Davidson also highlights their 7.5% dividend yield, and how they've been able to grow and sustain it throughout the years,

Key Points:

Amerigo's unique business model
China's impact on the copper market
Low inventories vs recession fears
Copper's role in the energy transition
Amerigo's 7.5% dividend yield

Amerigo Resources:https://amerigoresources.com// Twitter: https://twitter.com/AmerigoRes// Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

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