Taseko Mines Ltd T.TKO

Copper supply

[nofluff]

Just not enough to go around for world electrification plans. So what will be the price that shelves a project?

300 pounds copper in an ev. 10.00 copper jumps the price of ev by 2000.00 from 3.50 copper today. So evs will compete until 100.00 a pound.

Apliances use about 2 pounds. So they will compete. We have lots of oil, coal and natural gas and hydro power. So my guess is wind and solar will be shelved except for the best projects.

Copper rising as I type. I believe q4 average price will be 3,30 u.s. or 4.35 cad.

I will say the 39 million gross for q4 on presentation will b close. They say lower c1 is ongoing. So tko 30 million pound share should give 50 million cad ebitda.

nf

[nofluff]

Lets say the world needs 100 million more freezers in 2021 than in 2020. We wont because we bought another last summer. So that is about 200 million pounds or 100 thousand tonnes extra copper.  Air conditioners the same. Way less autos sold. So things are balancing a bit. The ncu mine is funded and run by europeans. They r desparate for copper. With africa copper supply growing and u.s

[fishmillion]

Snuffy.... nice hedge on buying the freezer.. nailed the timing on that one... the ole rsp probably took a hit on that one.... did you factor in the climate change dynamics in your freezer calculation..?... im requesting your calculation in the copper required in having less cars on the riad?