Navigating The Copper Deficit With Amerigo's Aurora Davidson  episode artwork

EPISODE · May 13, 2023 · 40 MIN

Navigating The Copper Deficit With Amerigo's Aurora Davidson

from Grizzle Pod: Thematic Growth Investing · host Grizzle

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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