Taseko Mines Share Discussion Threads

[johny cash] 04/11/2021 11:40

Bit of a large spread today.Although chart looks bullish with not too much overhead supply. I could be convinced to buy this.

[sos100] 04/11/2021 08:46

nice results

"the other required permit is the UIC permit from the U.S. Environmental Protection Agency ("EPA"), which is the final permitting step required prior to construction of the commercial ISCR facility. The EPA continues to make progress towards finalizing the permit with no significant issues raised to-date, and the Company is expecting to receive the draft UIC permit from the EPA shortly. Once the permit is publicly issued, a public comment period will commence

[qs99] 04/11/2021 08:04

thanks rimau1, much appreciated.

So majority now covered by cash and extra facility available to fund Flo as and when......while Gibraltar keeps chucking off cash, they should then be net debt neutral v. soon IMO....DYOR

cheers
QS99

[rimau1] 04/11/2021 07:34

qs99 - from memory they have a total of $400m of debt raised last year to refinance existing debt and to fund Flo. All good, cash and liquidity on hand funds all Flo requirements. No negatives that i can think of. Permit red tape is incontrollable and lands when it lands but the reassurances provided are good enough for me.

[jbravo2] 04/11/2021 07:25

Lovely stuff

[sharekitchen1974] 04/11/2021 07:24

Bonds not really a concern for the time being at least

[qs99] 04/11/2021 07:16

Cash increasing, robust liquidity to develop Florence when it comes, underlying ops chucking off great EBITDA....any -ves apart from the slow Flo?

Where is it's debt figure?

DYOR
Cheers
QS99

[baddeal] 03/11/2021 22:20

Gibraltar strong, Florence coming but not quite there, patience required

[rimau1] 03/11/2021 22:07

“At Florence, we continue to advance detailed engineering and have made initial deposits on long-lead equipment orders, which we believe will mitigate the impact of heightening global supply chain issues on the construction schedule. Recent feedback from the US Environmental Protection Agency (“EPA”) on the draft Underground Injection Control (“UIC”) permit is that no new issues have arisen, but final drafting and review of the permit is taking longer than anticipated. We expect to receive the draft permit from the EPA shortly and once received, will complete our review within the allotted timeframe and look forward to the public comment period commencing,” continued Mr. McDonald.
“Our balance sheet remains strong and our cash position increased quarter-over-quarter to $239 million, despite the $15 million of capital spending at Florence and a $18 million semi-annual interest payment on our bonds during the period. We now have approximately $300 million in available liquidity and are well positioned to move into our next phase of growth with construction of the Florence Copper commercial production facility,” concluded Mr. McDonald.

[paulo435] 03/11/2021 21:15

Cheers Rimau - out now. Taseko Reports Significantly Improved Adjusted EBITDA* of $76 Million for the Third Quarter 2021. They are still awaiting the draft permit for Florence.

[rimau1] 03/11/2021 13:44

Results after market closes today and dare i say it a permit update….any further delays will present a great top up opportunity

[the count of monte_cristo] 01/11/2021 12:07

Hello, I have searched on the website but can't find where the list of shareholders is, please can someone add a link if they know where it is?

[rimau1] 01/11/2021 08:16

Corporate update this week should confirm how undervalued this is and hopefully some permit news. Plenty of copper play out there but for me the key is to have current production, near term growing production and future exploration potential. Few mid or micro caps can offer this.

[paulo435] 22/10/2021 09:19

Sos100 - I said I was curious re timing, that does not mean I’m impatient. Hardly worth responding to, but I have.

[jbravo2] 22/10/2021 08:16

“Additionally, the U.S. Environmental Protection Agency ("EPA") has advised
Taseko that it intends to send a draft Underground Injection Control ("UIC")
permit to the Company in mid-October and provide the Company with a two-week
review period before the draft permit is formally issued, commencing the public
comment period.”

Yes very possible we will only RNS once permit formally issued at the end of the 2 week review period.

[sos100] 22/10/2021 08:03

it will come the blue and then impossible to buy so if you can't be patient then no point holding this..

[paulo435] 21/10/2021 14:00

Mid month has been and gone - I’m curious as to whether RNS on Flo permit will only be coming out after the review/consultation by Taseko - I think 2 weeks was mentioned , hmmm.

[jbravo2] 19/10/2021 08:21

EBITDA for 2nd quarter was $48m with slightly below average production from Gibraltar alone. Copper at $4.4.

Both mines, reduced cost base, at average production with copper at $5/lb?
Over $600m

[qs99] 19/10/2021 07:53

wonder what sort of EBITDA TKO will be chucking off with copper at $5? With Flo coming on stream as well? DYOR

[papillon] 18/10/2021 20:35

Copied from the XTR bb

OneDayRodders 18 Oct '21 - 19:30 - 3149 of 3149
0 0 0


tick tock tick tock to massive pay day

[robizm] 18/10/2021 10:05

Inflation is here copper oil food. Watch the price of everything shoot up

[qs99] 18/10/2021 08:14

From the ATYM thread;

"The world risks “running out of copper” amid widening supply and demand deficits, according to Bank of America, and prices could hit $20,000 per metric ton by 2025.

In a note Tuesday, Bank of America commodity strategist Michael Widmer highlighted inventories measured in tons are now at levels seen 15 years ago, implying that stocks currently cover just over three weeks of demand. This comes as the global economy is beginning to open up and reflate."

DYOR

[qs99] 18/10/2021 08:03

Morning all

Copper heading to $5 at this rate DYOR

Tko share price IMo still on catch up

[jbravo2] 17/10/2021 21:30

:D
I do enjoy a good laugh
There’s just one copper miner worth holding on the whole planet?
:D
Muppet

[nigerianprince] 17/10/2021 00:24

Ivanhoe is the only copper miner worth holding. All others are trash