RE:RE:RE:RE:whoahWell, I don't think one should invest in Taseko based on their shareholder communication skills ;) Their (mis)handling of communicating the fire's aftermath was enough of a proof.
Good Q3 production that will eventually show up in their cash balance. So-so Q4 guidance, but at least we have visibility. Don't know the mine plan, probably fair to assume 130mm lb Cu and 2.5mm lb Mo for 2019 and add USD50mm in the bank after capex and debt service. Good progress on Florence. WTF re: Aley? Nothing about NP. Overall, a mixed but slightly positive bag. With the enterprise value (equity + net debt) at half the NPV of the Gibraltar's cash flow, as long as the management doesn't make some very bone-headed decisions or BC goes up in flames, the value is here. JMHO.
Tomorrow morning's call should be interesting.