Home>Topics>Stocks>Southern Copper

Southern Copper SCCO

  1. All
  2. Commentary
  3. Video Reports
  4. Headlines
    1. Higher Output and Lower Costs in 4Q a Sign of Things to Come, but Southern Copper Shares Look Pricey


      Wed, 4 Feb 2015

      Southern Copper reported solid fourth-quarter ..... likely accounts for the gap between Southern Copper 's $29 share price and our $23 ..... potential profit growth drivers for Southern Copper . Here, there remains reason for

    2. McGregor: Oakmark Equity and Income Fund: Fourth Quarter 2014


      Thu, 15 Jan 2015

      s bouts of volatility to build a position. Finally, Southern Copper is the most obvious commodity producer of our four new purchases ..... 1%, Flowserve 0.2%, WESCO International 0.4%, Southern Copper 0.1%, Laboratory Corporation of America 0%, Varian

    3. Copper's Resilience Won't Last


      Fri, 12 Dec 2014

      play copper stocks ( Freeport-McMoRan FCX , Southern Copper SCCO , and First Quantum Minerals FM ) are, on average ..... as lagged leverage. We believe that shares of Southern Copper , which has the most leverage to copper of the

    4. Southern Copper Sees Progress on Key Growth Projects; Cutting Fair Value as Molybdenum Price Plunges


      Wed, 29 Oct 2014

      Higher costs weighed a bit on Southern Copper 's third-quarter profits ..... production outlook is unchanged. Southern Copper continues to boast one of ..... As previously disclosed, Southern Copper obtained approval for its

    5. Southern Copper's Growth Trajectory Remains on Track, but Shares Still Look Pricey


      Tue, 29 Jul 2014

      cost operations, narrow-moat Southern Copper managed solid second-quarter results ..... growth ebbs and new mine supply from Southern Copper and others arrives on the scene ..... largely accounts for our bearish view on Southern Copper shares, which trade at $33 apiece

    6. Southern Copper Margins Remain Robust Despite Sagging Copper Prices, Growth Projects on Track


      Fri, 2 May 2014

      Southern Copper reported diminished profits in the first quarter as prices for its ..... worthy asset base. Our $24 fair value estimate is unchanged. Southern Copper 's unusually low cash costs ($1.02 per pound in the first quarter

    7. Basic Materials: China's Investment-Led Growth Model Has Run Its Course


      Thu, 27 Mar 2014

      3.00. But we see further downside to copper prices in 2015 ($2.67 per pound) and to shares of Freeport and peer Southern Copper . Multiple proximate causes but have been identified to explain the sudden plunge in prices for these key metals. For iron

    8. While Still a Low-Cost Producer, Southern Copper Is Posting Higher Costs Than We Expected


      Fri, 7 Feb 2014

      grades and Buenavista's recovery from flood disruptions, Southern Copper 's costs are tracking higher than we anticipated. Before ..... After byproduct credits, costs were $1.00 per pound. Southern Copper remains a moat-worthy low-cost producer, and we expect

    9. Southern Copper Hits Annual Capex Record Well Before Year-End as it Looks to Tap Enviable Reserves


      Fri, 25 Oct 2013

      684 million. That was good for a 49% margin, ranking Southern Copper among the industry's most profitable in the current environment ..... expect to materially adjust our $26 fair value estimate. Southern Copper continued to invest in its moat in the quarter, spending

    10. Our Outlook for the Credit Markets


      Wed, 25 Sep 2013

      such as copper, although we believe low-cost producers such as Vale VALE (rating: BBB+, narrow moat) and Southern Copper SCCO (rating:BBB+, narrow moat) are both in a position to continue generating sufficient cash flow for maintenance

    « Prev12345Next »
    Content Partners