Taseko Mines Share Discussion Threads

[baddeal] 13/5/2022 09:55

As do I rimau, but caml which I also hold is off c20% whereas tko has taken a beating even though hedging is in place. I suspect more expectation for flo was built in than some thought and the delays here are adding to the woe. Long term hold though so the usual patience will be rewarded...

[rimau1] 12/5/2022 21:07

TKO is not alone. CAML, ANTO and ATYM have all de-rated too. In fact all miners have tanked irrespective of the metal with global recession concerns, energy costs and China lockdowns. I remain a copper long term bull as the world electrifies.

[aim0raider] 12/5/2022 20:19

Copper still above 4 and Taseko is hedged until the end of the year.

[baddeal] 12/5/2022 17:52

The slide continues, feels like this is more than just market and cu price related unfortunately

[paulo435] 11/5/2022 14:18

pugh u were right

[pughman] 05/5/2022 11:42

Life is always tickety boo for Rimau in the Taseko rose garden. Net cash fell this quarter. Florence will be operational probably in 2025. Trade the dips, there will be plenty more of them

[rimau1] 05/5/2022 10:01

I suppose “Dips” are subjective especially for LTH’s Aim0raider.

[aim0raider] 05/5/2022 08:44

You've just had one (a dip). I've no idea why they have the UK listing, they do nothing to promote it in the UK and as a result, there is no liquidity.

[rimau1] 05/5/2022 07:23

Production in line, cost pressures beginning to bite as expected. Flo draft permit taking longer but remain in regular contact with the authorities and it is “expected shortly” importantly TKO continue to procure long lead items for Flo which is good news especially given global supply constraints. Patience required as ever. I’ll add on any dips with a 3-5 year view.

[aim0raider] 21/4/2022 21:02

Quite a drop in the US tonight, any pointers?

[paulo435] 21/4/2022 13:36

seems to be taking forever and a day to get Flo permit news

[rimau1] 05/4/2022 14:06

All time highs now and yet no word on Flo so bodes very well. Just required patience.

[rimau1] 31/3/2022 13:11

At current copper prices the NPV of TKO’s 75% share of Gib is C$2bn. Florence at current copper is over C$1bn NPV. Fair to say there is decent upside here against a market cap of C$0.8bn

[baddeal] 31/3/2022 10:03

There's a lot of copper in them there hills...

[rimau1] 31/3/2022 07:37

Fantastic news! Gib is future proofed, Flo next!

[rimau1] 23/3/2022 11:34

Unlikely Canalet since the market value of TKO is currently based on Gib only its just tracked back up with Copper and markets after the Ukraine shock. When Flo permit lands we will know since the GBP stock price will start with a “2”. As i tried to explain to Pughman in January we sleep well investing in a copper producing stock doing business in North America.

[canalet03] 21/3/2022 16:40

Nice rise, just possibly the UIC permit is going to be issued and the 45 day public comments period starts ??

[aim0raider] 04/3/2022 21:41

Printing notes.

[qs99] 04/3/2022 16:24

Must be making serious hay on this new copper price close to breaking $5....throw in Flo....DYOR

[baddeal] 03/3/2022 22:07

Copper at 10.5k, time this started to move and would be good to see more news on flo.

[aim0raider] 24/2/2022 09:40

Earnings call positive, this is a rock solid business with tremendous growth potential. Safe jurisdictions like this will be haven for anyone wanting to ride the copper wave.

[jbravo2] 23/2/2022 07:45

Looks like solid results. Production for 2023 from Gib expected to move back to 130m lb. Just want that permit formalised. Due soon. Of course.

[rimau1] 23/2/2022 07:23

Flo license still ongoing, expecting a draft license and 45 day public consultation to begin shortly. Patience needed but then it always is with investing. Meanwhile results look good with higher prices offsetting lower grades and the Q4 drop off was well flagged. I particularly like the prudent decision to hedge 90% of 2022 output at over $4. Given we are 100% self financing Flo this is a good decision in my view. Thats all from me see you when the license rns lands!

[canalet03] 10/2/2022 17:28

I am hoping for a good raise when Flo is finally permitted ,a lot of the equipment is ordered ,there is a good pilot plant running , everything to play for.