Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Q2 copper production was 15.5Mlbs, vs. our 16.0Mlbs due slightly weaker grade from the fresh tailings, yet ARG maintained guidance.</li>
<li>Cash costs for the quarter came in at $1.82/lb, below our estimate of $1.93/lb, led by continued operational excellence.</li>
<li>ARG has returned $12.1M of capital to shareholders through H1/25, including $7.6M in Q2.</li>
</ul>


Q2 copper production was 15.5Mlbs, vs. our 16.0Mlbs due slightly weaker grade from the fresh tailings, yet ARG maintained guidance.
Cash costs for the quarter came in at $1.82/lb, below our estimate of $1.93/lb, led by continued operational excellence.
ARG has returned $12.1M of capital to shareholders through H1/25, including $7.6M in Q2.


ARG: Positioned to Benefit from Higher Copper Prices

Amerigo Resources

ARG: Positioned to Benefit from Higher Copper Prices