Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.

Amerigo Resources Ltd T.ARG

Alternate Symbol(s):  ARREF

Amerigo Resources Ltd. is a Canada-based copper producer. The Company owns a 100% interest in Minera Valle Central S.A. (MVC), a producer of copper concentrates. MVC, located in Chile, has a long-term contract with the El Teniente Division (DET) of Corporacion Nacional del Cobre de Chile (Codelco) to process fresh and historic tailings from El Teniente. The Company operates in one segment, the production of copper concentrates under a tolling agreement with DET.


TSX:ARG - Post by User

Bullboard Posts
Comment by Stockbaggeron Apr 29, 2011 10:15am
315 Views
Post# 18506123

RE: So where is this stock headed?

RE: So where is this stock headed?Amerigo Resources is a producer so their fortunes are tied to the price of copper.  Keep in mind copper is priced in US dollars so everytime the Canadian dollar appreciates that drags the bottom line.  Todays price $4.23US/lbs x 0.95(exchange factor=$4.01 Can).  Copper prices are weaker than they were say two weeks ago.  While copper prices remain high the high flying loonie does put a drag on things.

Company has good value, relative safety, but currently timing is poor due to recent divididend and short term inventory levels, and short term weak demand comming from Japan.  The copper market is getting mixed messages, on one hand China's Minmetals tried to buy Equinox do to long copper shortage in China and on the other hand China is singnaling high short term inventory levels.  Sorta feels like we are being played.  However anyone associated with copper forecasting appears to be in agreement that inventory is currently high, supply is limited, and demand will increase over time.

Worth pointing out that ARG is a producer and producers will not have the fantastical ups and downs that explorers will have.  The company has a solid balance sheet but their success is tied to the price of copper. I think we are near the bottom of the channel and would expect to see prices go sideways for a while and than up.  Target price of this stock by some analyst is $1.68.

I think the basic issue with the stock is timing as commodities like Gold are advancing and yet small equities are not.  Bernanke has left a lot of investors scratching their heads as to what lies ahead for the American Economy which is why markets are nervous.  If anyone wants to buy this stock I would stagger your orders across several price points rather than take a big position all at once.  This is May so many people are taking time off and especially moving money out of the market before Mondays election.
Bullboard Posts