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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 > Q1 report observations
View:
Post by KentWilkens on May 05, 2021 11:02pm

Q1 report observations

for you JC

"

  • The Company's cash balance at March 31, 2021 was $197.0 million , and was affected by a negative working capital adjustment of $27.2 million in the first quarter related primarily to an increase in accounts receivable due to shipment timing;"
Now you have to love the wording on that one, "negative working capital adjustment"

Is that like a terrorist error called a "workplace mishap"

then followed with the beautifully written "increase in accounts receivable due to shipment timing"

.... the boat sunk?

friggin funny....

stripping ratio is high at 6:1 which means those stripping expenses are mostly in the first quarter, so more profit moving forward for subsequent quarters with less stripping cost and higher copper percentage, and likely higher copper price than in first quarter.

This one I have absolutely no clue, at all

"

  • During the quarter, Gibraltar entered into an off-take contract for 45 thousand tonnes of copper concentrate shipments in the second half of this year which included deeply discounted TCRC's at some of the lowest levels the mine has ever seen since it was re-opened in 2004;
What does that mean?

Numbers were about expected, and about what was suggested by management, so no complaint there.

No profit means no taxes, but extra money in the bank thanks to satisfactory ETIBDA.

Done remind NF that the PP money has kinda vapourized....

Please, pay down the dept, fund yellowhead, then we can talk about massive dividends....

As someone else noted, not a peep about laying off 40 workers, but they were probably the extra bunch needed to strip Pollyana? No information still leaves us guessing, but then again they have not been in the habit of publicising hires or layoffs that are within the normal scope of operations. If it was 200-400 being laid off, a different story.

No permit on the mystery pit, it could be the main gibraltar pit, but no mention at all in the report would indicate it is not, as that would be a securities breach. No report means we must assume it is not a part of the main operation and will not affect mining moving forward......
Yes, yes, I know, this is Canadian mining, but I would not be in it if I did not have hope, and did not enjoy the ride, along with the shenanegans.... roller coasters would be rather boring if they were too predictable, so we could always switch to bank stocks...

Overall a good report, within expected and poised for a move north, with possible intermission.

Im with JC on tomorrow, no clue as to which way it will go, as when I have it figured out, the market slaps me up the side of the head.

KW

Comment by JCSunsfan on May 05, 2021 11:35pm
I think the mystery "east pit" is a typo by the newsies for the extension pit.    
Comment by siempre on May 06, 2021 12:13am
Just google Gibraltar East Pit and you get
Comment by siempre on May 06, 2021 12:15am
map2.jpg (686×530) (sec.gov)
Comment by siempre on May 06, 2021 12:16am
Comment by JCSunsfan on May 06, 2021 12:18am
Yep.  I see it now.  Thanks. BTw.  TCRC=smelter treatment and recovery costs
Comment by JCSunsfan on May 06, 2021 12:05am
That $27 million thing is a mystery.  What is that about?
Comment by JCSunsfan on May 06, 2021 5:02am
The Company's cash balance at March 31, 2021 was $197.0 million , and was affected by a negative working capital adjustment of $27.2 million in the first quarter related primarily to an increase in accounts receivable due to shipment timing;" trying to digest this.  It's a balance sheet item.  What should be cash in hand is still in ...more  
Comment by JCSunsfan on May 06, 2021 5:17am
Of course I never can fully decide whether it's CAD or USD being reported.
Comment by PeachN4812Peach on May 06, 2021 8:25am
Could it be some creative accounting on equipment ordered for Florence?  Bests, Peach
Comment by JCSunsfan on May 06, 2021 12:27am
During the quarter, Gibraltar entered into an off-take contract for 45 thousand tonnes of copper concentrate shipments in the second half of this year which included deeply discounted TCRC's at some of the lowest levels the mine has ever seen since it was re-opened in 2004; TCRC IS treatment and refinement cost.  So this says they already know they have 45 thousand tones ...more  
Comment by KentWilkens on May 06, 2021 1:14am
Yes JC, if that is what it means, very positive. Maybe why they were so upbeat, convergence of positive, a copper perfect storm. But I want the price to drop tomorrow.....;(  KW
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