Taseko Mines Ltd T.TKO

a couple

[slewfoot2]

of headwinds for tko....  
1... they hedged 40% of 2024 production at 3.25.... so will have limited upside to the heavely forecasted uptick in copper price...


2... gib looks like its going back to being a boat anchor.... 10 mill less lbs ... thats about 35 million in cash flow gone.... ( minimum).... eye m sure they will knot meat production estimates because of problems with the pit moves ...



i am looking at harvesting the near term bump due to good q4 and soon to be good q1 results....

[JoeStockIQ]

Hey Clubby, welcome back. Where you been? SH suspension or vacation? Anyway, regarding your posts here today, as usual, agree with some and disagree with others. First, pertaining to your boat anchor Gib, did pretty darn well last six months, didn't it? And, more importantly, it did well all the while you were deeming it a boat anchor. Not only paid the bills but threw off some much needed

[spicko1]

The downside risk of this company is increasingly negligible. I would not want to be short on this stock for much longer...

[slewfoot2]

suspension of course....  agreed Gib has been good the last 2 quarters, and likely will continue for 4- 6 moar months.... but then back to the boat anchor phase... switching pits will be cumbersome and then grade material softness blah blah .... a 10 mill lb reduction in light of the forcasted godd first half means the second half of the year will be a dog at best.    Higher copper

[Mrbeau23]

Are you saying mortgage rates need to come down ASAP or US Community Bank failures are inevitable?