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>What you need to know: • Amerigo reported strong Q2 financial results, generating revenue of $50.8M (-1% YoY) vs. our expectation of $52.6M.</li><li> • EBITDA was $17.8M vs. $20.0M expected, while OCF was $11.9M vs. $15.5M expected.</li><li>ARG paid off $4.0M of debt during the quarter, ending the period with net cash of $17.2M.</li></ul>

What you need to know: • Amerigo reported strong Q2 financial results, generating revenue of $50.8M (-1% YoY) vs. our expectation of $52.6M. • EBITDA was $17.8M vs. $20.0M expected, while OCF was $11.9M vs. $15.5M expected.ARG paid off $4.0M of debt during the quarter, ending the period with net cash of $17.2M.

ARG: Solid Q2 Financials; Paid Off $4M of Debt

Amerigo Resources

ARG: Solid Q2 Financials; Paid Off $4M of Debt