Professional
Added to YB: 2026-02-27
Pitch date: 2026-02-25
ARG.TO [bullish]
Amerigo Resources Ltd.
-1.1%
current return
Author Info
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Company Info
Amerigo Resources Ltd., through its subsidiary, Minera Valle Central S.A., produces copper and molybdenum concentrates in Chile.
Market Cap
CAD 735.1M
Pitch Price
CAD 6.35
Price Target
7.25 (+13%)
Dividend
N/A
EV/EBITDA
8.47
P/E
21.76
EV/Sales
3.06
Sector
Metals and Mining
Category
value
Amerigo Resources – Increasing Target Price on Strong Execution
ARG.TO (increased price target): Q4 rev $79.8M (+57% YoY) beat est $70.2M; FY25 rev $227.3M (+18% YoY). EBITDA $38.1M vs $30.1M est in Q4, $89.8M FY25 (+31% YoY). Ended w/ $40.3M cash, zero debt after returning $20.4M to shareholders & repaying $11.5M debt. 2026 guide: 63.8Mlbs Cu production, $74.5M EBITDA at $4.80/lb Cu (conservative vs ~$6/lb spot). Raising PT to C$7.25 (from C$6.50) on 15x OCF multiple. Strong capital returns via 2.6% yield + buybacks. Copper leverage: each $0.20/lb move = $4.2M EBITDA impact.
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