Taseko Mines Share Discussion Threads

[someuwin] 05/8/2021 08:58

Looks very undervalued to me.

[rimau1] 05/8/2021 07:58

Thats right Sithuk, actually i don’t think they will achieve 120m but that is just a gut feel. Numbers look very strong and given the price protection i think its a certainty that Flo will be internally financed and we will retain 100% which as you point out literally doubles the companies earnings overnight. Flo still on track for Q3. Happy adding recently i have no idea why its fallen i guess it requires a long term patient view. All i think about is a 2023/2024 forward earnings ratio of 1.5x

[sithuk] 05/8/2021 07:46

A slight reduction in annual guidance from 125m.lb to 120m.lb for Gibraltar. The important news is that the Florence permit is still on track. Looking like 30p forward eps for TKO's 75% ownership at $4 cu price and a $2 cost? Florence would add another 40p with all build costs from Gibraltar cash flow? With Yellowstone to come after. Is that about right?

[jbravo2] 05/8/2021 06:00

Solid results

[qs99] 05/8/2021 00:33

Looks pretty ace to me! Will look at closer tomorrow. DYOR

[paulo435] 04/8/2021 23:28

Update released on website tonight, makes good reading so far

[aim0raider] 30/7/2021 13:52

Results 4 August. Should be huge incoming cashflow.

[jbravo2] 26/7/2021 15:47

Yes copper is booming again.
A return back over $2 here is really just a minimum. Still over 30% down on this years high for no real reason

[aim0raider] 26/7/2021 14:38

Should start to see some accumulation ahead of Q2 results, as seen last time. Chart looking like a bounce off the 200MA, RSI rock bottom and MACD turning on the daily.

What's not to like?

[jbravo2] 26/7/2021 12:34

More copper strength.
All looking great here

[jbravo2] 23/7/2021 23:46

Permits before end of Q3. Not long now :)

[baddeal] 23/7/2021 22:51

Given strength in cu price this is stretching my patience.

[aim0raider] 23/7/2021 14:37

Smith Weekly with Stu McDonald

[wanobi] 22/7/2021 20:14

many thanx jb2, I bought some today, cheers Wan :-)

[jbravo2] 22/7/2021 17:52

It’s a good day for copper so I’d expect TKO in the US to finish up today. Finally showing some inclination to move up after an indifferent first few hours

[jbravo2] 21/7/2021 22:50

Much better in the US today
More of the same tomorrow please
UK still overpriced

[aim0raider] 16/7/2021 18:42

Taseko Mines: The Harmony Project Sale May Unlock Substantial Value In The Future https://seekingalpha.com/article/4439191-taseko-mines-the-harmony-project-sale-may-unlock-substantial-value-in-the-future

[jbravo2] 16/7/2021 16:40

Came off the golf course and found some US market Taseko bargains on offer this afternoon

[aim0raider] 13/7/2021 20:06

Very impressive hedging. $4 through to H2 2022.

[rimau1] 13/7/2021 11:54

Nice to hear (via the gold disposal project) that Yellowhead is close to entering the environmental assessment phase. TKO is a conveyor belt of high impact low risk copper projects. I am a big fan.

[sos100] 08/7/2021 15:05

todays update

"Detailed engineering and procurement activities continue to advance at Florence. We are now preparing to make initial deposits for major processing equipment associated with the SX-EW plant, which will allow us to efficiently advance construction activities upon receipt of the final permit. We continue to have regular dialogue with the EPA and, based on the latest communication, now expect they will issue the draft UIC permit towards the end of the third quarter. Although that timing is later than previously expected, our understanding is there are no issues and that the agency just needs additional time to complete its internal reviews of the permit," concluded Mr. McDonald.

[paulo435] 06/7/2021 19:00

Agree, approaching time for an update shortly I would think/hope given the 6th May RNS: “a favourable appeals court decision was received which clears the way for construction to begin in a few months upon receipt of the final key permit.”

[baddeal] 06/7/2021 18:29

You would hope so, but clearly markets currently think differently given the pull back over last few weeks.Lack of news on flo clearly isnt helping the investment case here

[aim0raider] 06/7/2021 10:49

Q2 done, massive cashflow with $4 copper all the way through. Lovely.