Seeking Alpha

Michael Hansen  

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  • Is This The Right Time To Buy Southern Copper? [View article]
    Great article! I believe another source of future upside is the upping of the dividend. I don't recall the time frame from the transcripts, but SCCO has lowered the dividend to allocate the monies to mine expansion–two mines if I remember correctly. I find this to be an intelligent action by the management as they prepare for more output during a better macro economy. I believe this is another reason to initiate a long position. Hopefully they will boost the dividend back up to ~10% range. Do you recall the mine completion time frames?
    Mar 19, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • Southern Copper: High-Quality, High-Growth Copper Pure Play [View article]
    Great article!
    Dec 13, 2012. 09:32 PM | 1 Like Like |Link to Comment
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