Taseko Mines Ltd T.TKO

Brian Bergot on zoom Dec 3rd.

[dheadley]

https://youtu.be/eMOgio2UBLc

[nofluff]

I gad 2 turn it off after 5 minutes. I will try again later. Why r we panicking with day after day hr long fluff. Give it a month or 2 and investors will know the truth what ever it is. Well. I have 2 find the time 2 watch it all. Call ins r allowed. I hope fluff time does not limit call time. nf

[dheadley]

There is a Q & A session at the end of the presentation. Only for people who knew it was happening of course.

[nofluff]

O.k. Brian brought stuff. Of course I fast forwarded 2 the last 15 min. He seamed to no when to bring stuff and then shut up. So florence is a go by early next year, there guess. Bonds r trading at over par. They r looking at redoing bonds in 6 months which is good. I am glad I took the time. I still think the pp was a total sham. But perhaps there will b some trust instilled on that vid

[JCSunsfan]

This guy thinks that present market cap reflects Gib only.  Florence and other properties are not valued in.  Investiors must be really stupid.   Of course everyone pretends like the PP at a deep discount was nothing.  They still have not explained that adequately.  Friends and family grab I guess.

[CdnScorpion]

You can understand why he is saying that Gib is the only asset taken into account in the SP. Gib NPV of ~$750 million, subtract $310 mill in debt, leaves $440 value, yet EOD market cap today is only $375 million. Adding in the cash, the SP reflects a market cap of $165 million less than Gib + cash - debt. So zero value is factored in for any of the other assets.  I am now thinking that the

[JCSunsfan]

The great value in Florence is that it ships pure cathode hours from where EV producers are in California.     so he is basically saying that TGB should be rated abt about $1.2 B Npv at 3,50 copper.  And that takes into account t the bonds.

[kukaman]

It was mentioned by Brian Bergot that the state permit for Florence is expected within a week. So hopefully we will receive the permit next week. This will possibly be the beginning of a continued upwards movement of the share price. 

[JCSunsfan]

I don't remember him saying that.  The key going forward is to "de-risk" Florence.  If they can continue to sell Florence as a "green" enviornmentally positive way to produce copper, they are golden.