📈 Presentación de César Sánchez de Atalaya Mining
Presentación de César Sánchez de Atalaya Mining en el Gran Evento Value Investing FM 2024.
Chief Financial Officer, Atalaya Mining Copper
Verified interview transcripts, podcast appearances, and direct quotes from César Sánchez, Chief Financial Officer at Atalaya Mining Copper. AI-verified speaker identity with full-text searchable transcripts.
“yo cuando veo la demanda con sinceridad no veo todo lo que vosotros veis lo que yo veo es esto de aquí es decir si nosotros estamos diciendo que en los próximos no llega ni a 10 años en los próximos 7 8 años vamos a subir 7 millones Qué significa eso en términos de oferta y en términos de oferta tienes Mira codelco es...”
“Yo también veo el inicio de un superciclo en el precio del cobre al menos es el comodito que me estoy centrando vale en el precio del Cobre lo que sí veo es que existen dificultades por parte de la oferta para atender la demanda Y esa tensión va a generar grandes subidas en el precio del Cobre y yo no sé cuá será esos...”
“if we're expecting to increase copper consumption by 7 million in the next seven years that actually means that we need to generate or the miners need to produce five times the equivalent of the largest copper producer in the world. I think that's difficult and if you see a little bit more in detail the graph you can s...”
“I think we are a very cheap investment opportunity. I think this is a safe operation, well-run with a strong balance sheet and with a positive dividend policy which continue to trade at a discount compared to its peers.”
Presentación de César Sánchez de Atalaya Mining en el Gran Evento Value Investing FM 2024.
Atalaya Mining (ATYM) is a sustainable and reliable producer of copper and other critical metals that are essential for economic ...
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