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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

TSX:TKO - Post Discussion

Taseko Mines Ltd > Hindsight
View:
Post by marketsense on Nov 26, 2020 1:58pm

Hindsight

Is a b itch.   Had mgnt known that copper would be @$.3.34 a month or so later,  would they,
should they have done it?    The discount looks bad on the surface but at the time that deal
was negotiated,  copper price was well below current levels and no vaccine announcements
had happened.  Discounts are standard for financings,  especially for miners and TKO needed
a higher copper price to look attractive.

Bottom line,   the 3rd Q hurt and then on top of that,  the dilution.   The good side,  it looks 
like finally there might be some light at the end of the tunnel.   Copper prices are bailing them
out both in regards to the pp and the bad 3rd Q and and is setting them up for Florence.

We are where we are but sometimes I wish things had been different.   The last time copper
traded at this level,  TKO was heading to $3.00 just riding on G with Florence still in the dream
stage.  Trump and his cursed idiotic trade war with China killed the dream and put TKO a few
years behind plus a dilutive capital raise.   Despite all this,  just look at the struggles NCU has
gone through.   Talk about dilution,   it was brutal and they probably should roll back at least 
10 for 1 to get the funds involved.

MS
Comment by nofluff on Nov 26, 2020 2:11pm
It was brutal at ncu m.s. But it was mostly covid and an inept mine builder. The shareholders steped up 2 the table as 2 funds owned most. All sh were treated equal. Lenders went 2 the wall for the corp.  Tko had no reason to sell 12% of the enture corp for 37 million cads. On nov. 11 the day deal was done copper was trading for 3.18 only 20 cents less than 2day with no indication of ...more  
Comment by 2024golden on Nov 26, 2020 2:26pm
Actually much worst than that....we sold 12% of ALL the company assets for chump change!! Has anyone contacted any directors about this yet...I have tried, but was only able to leave a message, If there is any more of this going forward, it will erode our share value big time! I respect everything management has done since buying Gib, but this bought deal seems a terrible blow to shareholder ...more  
Comment by JoeStockIQ on Nov 26, 2020 3:49pm
Call Brian B. If no answer, leave message to him only. Additionally, he answers all emails. Try these three steps and he will get back to you. 
Comment by shahabstarship on Nov 26, 2020 2:26pm
I understand the pp. But I think that management lacks the vision which led to feeding the vultures. Either that or family/friends were involved. Copper $3.30 was actually a really good bet then and not too hard to see. Nevertheless, the SP will go up significantly.
Comment by Johnsay on Nov 26, 2020 3:01pm
Insider family and friends have ripped off shareholders. Done once and it will happen again. This will be a continuous downer as their shares are sold out into the market.
Comment by 2024golden on Nov 26, 2020 2:44pm
They should not have done it in any case....12% of the entire company for 30M ...values all of Taseko assets at less than 250M!!  And for what?? the 30M is not near enough to do anything meaningful at Flo,,,, I guess we can only hope any future dilutions bring back far better value and are kept to a minimum. This was indeed a TERRIBLE value returned to all existing shareholders...FANTASTIC ...more  
Comment by BigCountry on Nov 26, 2020 4:19pm
you're 100% right.
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