Strategic Materials

[gfp927z]

Amerigo (Rick Rule) -

It's still a microcap (787 mil mkt cap), but Amerigo is unusual in already being profitable, and having great numbers, and a nice dividend. Rule points out a big plus is that its Chile mine is already built, so no waiting for permitting, which can otherwise take years -


PE -- 23 / 6
PEG -- 0.3
Margins -- 16, 36
ROA, ROE -- 17, 32
Rev -- 227 mil
Rev Gro -- 57%
Net Inc -- 35 mil
Earnings Gro -- 641%
Cash -- 40 mil
Cash Flow -- 44 mil, 42 mil
Float -- 138 mil shrs
Div -- 4.3%
Div Payout Ratio - 62%



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