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>Amerigo reported strong Q1 financial results, generating revenue of $44.2M (-2% YoY) vs. our expectation of $39.5M, driven by the higher copper price.</li>
<li>EBITDA was $15.2M vs. $12.5M expected while OCF was $11.6M vs. $10.2M expected.</li>
<li>ARG returned $4.6M to shareholders in Q1, including $3.5M from dividends and $1.1M from buybacks.</li>
</ul>


Amerigo reported strong Q1 financial results, generating revenue of $44.2M (-2% YoY) vs. our expectation of $39.5M, driven by the higher copper price.
EBITDA was $15.2M vs. $12.5M expected while OCF was $11.6M vs. $10.2M expected.
ARG returned $4.6M to shareholders in Q1, including $3.5M from dividends and $1.1M from buybacks.


ARG: Strong Q1 Financials Led by Increased Copper Price

Amerigo Resources

ARG: Strong Q1 Financials Led by Increased Copper Price