Taseko Mines Share Discussion Threads

[robmcelf2] 14/1/2025 19:38

Yes all on track just a Pity that their application for favourable tax treatment was declined. It appears in the middle of the statement but market hasn't reacted too badly - guess the potential benefit was never priced in.

[mwj1959] 14/1/2025 15:53

Decent update on Florence. All looks on track.

[qs99] 12/1/2025 16:07

A real gem this share, totally overlooked by the main stream IMO...once Flo is on stream or near to it, and with copper holding up way over $4 really well, this share IMO will motor...DYOR

[qs99] 10/1/2025 07:34

agreed, and copper price holding up v well also

[baddeal] 09/1/2025 17:25

Yep good production and clear indication more to come over the next 12 months from gib alone.

[qs99] 09/1/2025 15:59

Nice update DYOR

[robmcelf2] 06/1/2025 20:04

Looking forward to an update soon on production output for Q4 and progress on Florence. Could be a good month share price wise if we get confirmation of tax breaks on the new line...

[qs99] 07/11/2024 10:59

well IMO a slightly stronger $ in short term won't have a big impact, but it will weaken further IMO as the debt/deficit all keep going up each year & risks around that keep mounting

Demand wise is uncertain IMO, his tariffs on China will hit a weakened economic China but will it strengthen elsewhere? Who knows.....

DYOR, but underlying fundamentals IMO on TKO outweigh all this and biggest driver is lack of supply for increasing demand of copper....DYOR

[robmcelf2] 07/11/2024 10:09

Couple of incidents this year have set TKO back a bit with the strike and then 3 week shutdown in back to back quarters. However, Florence progress is good with potentially very good news on the tax credit front. Have to see how the copper price trends over the coming months with the Trump presidency...

[baddeal] 07/11/2024 09:40

Didn't see this as a great quarter and it wasn't but I'm still in for long term as flo cashflow once up and running should deliver much improved share price imo

[qs99] 07/11/2024 08:43

Going to have to be patient, but chucking off material EBITDA while bringing Flo on line with another backed up next. DYOR but valuation still looks super compelling at c.£500m market cap...DYOR

Views?

[robmcelf2] 21/10/2024 14:52

Good update on Florence. Will be great news if in January we hear we get a tax credit of 110 million dollars! Let's wait and see.

[robmcelf2] 17/10/2024 09:49

Quarterly results normally around end of Oct or start of November in any case so not long to wait for an update.

[robmcelf2] 17/10/2024 09:44

Does anyone know if we will get an update from TKO on Q3 production or will we just have to wait for the quarterly results?

[robmcelf2] 07/10/2024 06:12

Last year Taseko announced Q3 results on 4 Oct so hopefully this years will be due this week at some point or maybe next?

[sithuk] 29/9/2024 17:24

Count: which "bombed out explorers" are you watching?

[qs99] 29/9/2024 09:53

well TKO is illiquid stock in the UK IMO, so it can get squeezed quickly either way.

I am punting on continued $ weakness + structural supply side issue with Copper combined with AI/Electrification Demand continuing to rise.

TKO being a 1st world producer helps reduce political risk as well.

DYOR. Am continuing to add below £2, when Flo comes on board some serious hay should be delivered....DYOR

[the count of monte_cristo] 28/9/2024 02:10

I'm watching, want to buy but focusing my funds on the bombed out small cap copper explorers.

[robmcelf2] 26/9/2024 15:27

SP Should be able to push past 200p soon.

[qs99] 26/9/2024 07:19

copper could test $5 at this rate, but either way TKO must be making IMO some serious hay at the current prices.

DYOR, yet share price IMO doesn't reflect that.

[qs99] 25/9/2024 14:03

indeed. I will continue to mop up a few k here and there

[robmcelf2] 25/9/2024 13:53

So it seems QS99!! Hopefully attract more attention as copper shortages continue to push the price in the coming months and years and as Florence comes on stream.

[qs99] 25/9/2024 10:53

good spot, thanks rob, just me and you here it seems!

[robmcelf2] 24/9/2024 15:38

TKO moving up nicely across the pond. We should follow in the next few days..

[qs99] 24/9/2024 09:41

not just "holding" rob, its up 2% today! Fascinating what the $ weakness is doing off setting any weakness in China....

DYOR but TKO really hasn't reflected this and with Flo coming onstream.....well time for me to stop typing and top up!

DYOR and GLA
Cheers
Qs99