RE:RE:RE:Securityfishmillion wrote: I will joe. .. its another step. ... here is my calc for florence value at 3.5 copper and at name plate production.. assuming c1 of 1.2 less financing interest and sustaining capitial. fcf should be 160 million. ( best case).... so 0.5/ sh.... at 4x ... is $2.0/ share ( us)... that is when things are steady state... so definitely worth a look .. just tko always have away of messing things up....
Stated C1 @ Florence is $1.13 US, don't be surprised when they size up from 85M per annum either. Yes, Taseko manageent goes with head scratching moves at times but Florence is still looking strong. Pipeline of projects also looks much better at this point due to known financing being less of an issue. EV world ramping up, strong commodities environment as well. Momentum has become the key in my view. Once Taseko finally gets it, a big corner will be turned. Execution...will they get it right? Sure hoping they do. Stay tuned, next 12 months will be interesting for sure.