Date | Subject | Author | Discuss |
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19/5/2025 14:44 | It was always about Flo which is not in the price as i have been harping on about every few months for the past few years. The Alpha analysis is lazy or AI driven. I don't think they strip the Flo capital costs out of the cash flow hence the negative free cash flow, doh! Gib also had a strike in 2024 and a scheduled shut down. Its not the complete dog that the analysis suggests IMO. |  rimau1 | |
19/5/2025 14:10 | Seeking Alpha analysis...it's all about Flo |  mwj1959 | |
07/5/2025 02:33 | A sign of how unfit for purpose the London market has become when selling 4,500 shares knocks the share price 8%. |  santar | |
02/5/2025 15:39 | Topped up on the TSX listing as its more liquid. Still no value for Flo in the stock price IMO |  rimau1 | |
02/5/2025 15:08 | Not a great result for Q1 but may present a buying opportunity if Florence gets up and running as expected in Q4 2025 and copper price remains good... FYOR IMHO |  robmcelf2 | |
24/4/2025 12:25 | If this was called Taseko Wines I would definitely buy it |  volsung | |
24/4/2025 11:34 | Copper could be through $5 again soon IMO, showing remarkable strength....DYOR but TKO should be making some serious hay over the coming years, not really IMO reflected by the market. DYOR |  qs99 | |
21/4/2025 18:43 | Yep feels like we are on countdown to increased production now |  baddeal | |
21/4/2025 16:27 | Fabulous update today on the Florence project - continues to be on time to budget with first production still expected later this year. No lost time accidents. Seems like this project is being handled very competently and as the project continues to derisk and we get closer to a 2 mine company in safe jurisdictions with a much lower combined production cost profile, the share price should appreciate accordingly. Kudos to the management team! |  robmcelfatrick | |
09/4/2025 20:43 | 16% bounce today in TKO other side of the pond - expect similar with LSE stick tomorrow with 90 day pause. Some sense of order to be restored? |  robmcelf2 | |
31/3/2025 20:45 | The markets are pretty volatile currently and I'm sure that is down (in some part at least) to the 'Trump effect'. Long term picture for copper remains positive but there will be some bumps along the way until the Tarriff thing quietens down! |  robmcelf2 | |
26/3/2025 09:50 | Gib is already hedged with a copper floor and i am not sure its even possible to hedge a pre production mine, i mean that would be risky if it was even possible lol |  rimau1 | |
26/3/2025 08:21 | Gib ended year around $2.4 op costs and Flo is forecasting <$2, so with Copper at >$5, I'd love to know what broker's view is and whether management will hedge some at >$5 for the future to lock in these exceptional prices?
DYOR |  qs99 | |
26/3/2025 07:24 | all should bode well if CU price remains over $4, let alone bumper price of $5+ IMO/DYOR...surely a home based copper producer should be making serious hay at this elevated price?
As I say, a new broker note would be good to provide new info. Either way I'm adding below £2.50
DYOR |  qs99 | |
25/3/2025 18:08 | Sooner rather than later I hope. Guidance production this year up on prior coupled with flo towards back end of the year. All bodes well if cu price remains over 5 |  baddeal | |
25/3/2025 15:33 | wonder when broker upgrades coming with PoCopper ....?DYOR |  qs99 | |
22/3/2025 07:20 | Copper now over 5usd and just seen article declaring China will be buying more copper for its strategic reserves so I guess the previous record high copper prices may soon be surpassed... TKO seems very well positioned. |  robmcelf2 | |
17/3/2025 14:16 | Copper nearing $5, but market still keeping TKO in the doldrums, why?
DYOR |  qs99 | |
13/3/2025 17:06 | Don't think the market has noticed the price of copper going nuts..... |  qs99 | |
27/2/2025 08:55 | Strong day over the water yesterday New copper mine in USA will backstop this now |  jbravo2 | |
26/2/2025 18:12 | Yep looking forward to flo coming on line. Feels like it's been a long wait but should drive share price imo. |  baddeal | |
26/2/2025 15:14 | Trump and his playbook seem to represent a great opportunity for TKO's Florence copper. Good price for it I'd imagine. |  jbravo2 | |
20/2/2025 20:44 | TSX likes the latest TKO results |  robmcelf2 | |
13/2/2025 14:28 | Think market has missed the rise in the copper price IMO in relation to TKO....DYOR have bought some more accordingly! |  qs99 | |