Taseko Mines Share Discussion Threads

[qs99] 30/11/2021 08:07

Agreed, one offsets the other perception wise, and the sales side is merely a timing issue IMO....DYOR

[rimau1] 30/11/2021 07:17

Really grest news on the labour agreement at Gib and as sithuk speculated there will be a sales timing impact in Q4 due to the recent flooding, importantly no impact on production just the 3rd party rail infrastructure. I doubt the market will provide us with a top up opportunity but lets see.

[gaffer73] 28/11/2021 09:56

Thanks. So it's ADVFN's financial info which is incorrect. I thought it was too good to be true! Mcap 428m

[qs99] 28/11/2021 09:36

Plenty of time to refinance 2026 notes IMO, even get Flo up and earning $s and then pay it down totally even better....DYOR

[jimmladd1] 28/11/2021 09:35

See the co website... Lists the mcap on the 3 exchanges... And the financials.hTTps://www.tasekomines.com/investors/stock-quote

[gaffer73] 28/11/2021 09:04

Ok, $400m notes due in 2026. Is there anything else?

[gaffer73] 28/11/2021 08:47

Morning all. I'm I reading the last quarter results correctly. This company has approximately 140m($239) in the bank and it's mcap is 48m?Do they have some large outstanding debt?

[someuwin] 28/11/2021 08:34

Mail on Sunday

MIDAS SHARE TIPS UPDATE: Electric cars put our tip, miner Taseko, in the fast lane

[jbravo2] 25/11/2021 10:29

Bought more yesterday :)

[qs99] 23/11/2021 13:19

Totally agree, bemused by lack of interest here. As you say, patience as full permitting hopefully received, build out and cash flows start appearing! DYOR

[jbravo2] 23/11/2021 09:55

Unbelievable it’s still below recent highs on all markets.
As the permit process works through over the next 2 months Florence will slowly get factored into the valuation here.
If copper does it’s stuff then the only way is up.

[rimau1] 22/11/2021 18:26

I was amazed that I could add at £1.51 during the morning, there was no reaction to the news (granted it was a formality). Flying now across the pond!

[baddeal] 22/11/2021 12:36

Good news on permit development. Tko is going to be making a lot of money over the next few years

[paulo435] 22/11/2021 09:35

thanks Rimau, where did you see that news?

edited. - ignore me, I see the RNS now ! don’t know why i didn’t get it through earlier

[sithuk] 22/11/2021 07:29

Good news on the permit. Anyone know whether there has been any impact to operations from the rail line closures to Vancouver port?

[qs99] 22/11/2021 07:19

Yippeee......lovely start to the week!

[rimau1] 22/11/2021 07:06

Draft permit received, 2 week review followed by public consultation. As previously posted for state govt permits already issued we have already had a public consultation. All on track for an early 2022 construction start!

[rimau1] 19/11/2021 19:44

Thanks Pughman, yes looks like a deal may have been reached, they usually are as common sense tends to prevail.
QS99 - you do like ATYM!! Of course stocks drift on no news but the price catalysts awaiting us here are much greater than over at ATYM. Also, i think TKO is valued on 3 times EV/EBITA on Gib alone so for me personally i will continue to add here on any price drift as for me this is a 3-5 year investment.

[qs99] 19/11/2021 09:17

Needs some new news.......drift on v low volume

Meanwhile, other 1st world producer ATYM produced stonking results yesterday, great presentation listened in to and <3 EV/EBITDA....DYOR etc and no apologies as a copper fan to post on threads where other copper miner fans are interested. Won't do it too often....

Good weekends all
Cheers
QS99

[pughman] 19/11/2021 00:13

I'll start off with the good news Rimau1, just for you. There appears to be a resolution to the prospective strike. We have yet to discover if there has been any interruption to Gibraltar's running, with the catastrophic flooding in BC.

[qs99] 09/11/2021 09:12

all good posts rimau, thanks

[rimau1] 08/11/2021 19:45

Pughman, you seem a half cup empty type. Your remark “i see further delays” delays to what exactly? We have no idea what the issue is (pay, working conditions, shift patterns, contract) but the unions are going back to the table. I think 3/4 of the Gib workforce are unionised, these things happen from time to time.

[pughman] 08/11/2021 10:24

The workforce have voted to strike. I'm not surprised, with management boasting their costs are less than Chilean competitors. I see further delays and a significant pay increase awarded.

[rimau1] 07/11/2021 18:48

I listened in on the Q3 results call, and i am more bullish as a result.
Gibraltar 2022 expect flat production but confident of upside risk. Input cost inflation being managed. Plenty of copper floor hedging at $400/lb will do more if economics make sense.
Current Gib reserve estimates are at $275/lb and working on updating this. 500m ton reserves at Gib we have another 500m of potential reserves. So long term potential significantly greater than the official 17 year end of mine life.
On the permit - after issued there is a 45 day public consultation period and a public hearing will take place 30 days into this. TKO are very bullish that this is a slam dunk because a public consultation and review already took place last year for the state permitting process and this raised no concerns. There is no official plan B or contingency they are full throttle progressing with Flo
Thats the main points.

[johny cash] 04/11/2021 11:42

Options in the US look as if a large institution is interested in buying at or near this level.