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Bullboard - Stock Discussion Forum Taseko Mines Ltd T.TKO

Alternate Symbol(s):  TGB

Taseko Mines Limited is a Canada-based copper focused mining company. The Company's principal assets are the 100% owned Gibraltar mine (Gibraltar), which is located in central British Columbia and is one of the largest copper mines in North America and the Florence Copper project, which is under construction. The Company also owns the Yellowhead copper, New Prosperity gold-copper, and Aley... see more

Bullboard (TSX:TKO)

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Post by geezer21on Aug 29, 2024 2:16pm

Copper/Oil ratio

Copper and oil move together.  The growing copper supply/demand deficit has an oil tail wind behind it. https://www.google.com/imgres?q=copper%20oil%20ratio%20chart&imgurl=https%3A%2F%2Fimg ...more  
Post by geezer21on Aug 29, 2024 12:07pm

IEA Copper Demand/Supply Short Fall

IEA charts a copper demand/supply short fall: https://www.iea.org/reports/copper
Post by geezer21on Aug 29, 2024 11:47am

Exxon See 15% Annual Production Decline

Irina Slav via Oilprice.com: "According to the supermajor, global oil production is facing a natural decline at a rate of some 15% annually over the next 25 years. For context, the IEA sees the ...more  
Post by sicnarf2on Aug 27, 2024 7:48am

The right kind

Dirt cheap and in Canada !
Post by sicnarf2on Aug 26, 2024 1:50pm

Copper piled as high

As the rock of Gibralter ,get it to market ! 
Post by slewfoot2on Aug 26, 2024 9:42am

yup

meye ag tech business is redy to explode... the bigs r starting to clamor over meye special propryatorea fertilizer formula .. hopefully they will bid it up2 3.5 billion plus 9 percent royaltea in ...more  
Comment by nofluffon Aug 25, 2024 4:21pm

RE:RE:RE:RE:RE:RE:RE:Rail strike?

That does make some sense. 1. They have much cash in the bank. 2. Rail is twice as cheap as truck. 3. Price will likely be higher later. 4. Seams like strike is over. Nf
Comment by JCSunsfanon Aug 25, 2024 3:09pm

RE:RE:RE:RE:RE:RE:Rail strike?

Brian said they would stack concentrate and try to catch up on shipping later if the strike continued.  I asked. 
Post by geezer21on Aug 24, 2024 7:30am

Teamsters Trickle Back to Work

Teamsters trickle back to work: https://nationalpost.com/news/canada/teamsters-take-down-picket-lines-at-cn-stoppage-continues-at-cpkc
Comment by geezer21on Aug 23, 2024 7:17pm

RE:RE:RE:RE:RE:RE:Rail strike?

The government ordered binding arbitration.  Under binding arbitration the trains would continue to run.
Comment by nofluffon Aug 23, 2024 2:00pm

RE:RE:RE:RE:RE:Rail strike?

I believe they need sealed end gates as the con is quite wet. They will produce about 4000 tonne per month. A truck on 24 hr. Shift could do about 50 tonne per day or 15000 tonne per month. So they ...more  
Comment by JCSunsfanon Aug 23, 2024 9:09am

RE:RE:RE:RE:Rail strike?

They can't.  Everyone wants trucks right now.  They will keep mining and stacking and try to catch up with shipping later.  
Comment by geezer21on Aug 23, 2024 6:55am

RE:RE:RE:Rail strike?

If I recall correctly Taseko was in this situation before and Taseko was able to handle it.  I believe they reverted to trucking.
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