Taseko Mines Ltd T.TKO

INflation and replacement of GIB

[cupricity]

If I look at the price of equipment, especially new prices, there has been a 2 year shortage of production of all types of production equipment we could say the replacement cost of Gibraltar is likely significantly higher than it was 2 years ago.   1.7 Billion USD is my best guess.  Gib has run throught the entire copper cycle producing cash flow consitently without any down time.

     The value of Flo is 1 billion for an early investor taking part in the risk of starting production who also recognizes the value of low carbon copper. WHat is this worth?  10 percent?  20 percent?

    TKO has 150 million invested in NP.  Dead money for now but the asset is spectacular if the Chilcotin band ever decides that money is nice.
 
   Aley has 50 million or so invested in it.

  YMI has another 50 million or so.


  Add it all up less debt of 420 million and the 75% share of GIB Not hard to see 6 to 7 dollars Canadian in the near term with copper at 3.80.

[nofluff]

quite decent math. nf

[slewfoot2]

well cupricity, i respect your position but it is very misinformed... firstly that is not how you value a mine.... it is simply valued on fcf.... gig need copper at 4 bucks for break even.... case in point where has the cash gone from gib in the last couple of years?.... poof ..... in the last 15 years where is all this cash that gib generated?... huh?.... pooof..... gib is a boat anchor.... u

[JCSunsfan]

Honestly though.  Any positive new on NP and all hell breaks loose.  It will bring attention to this stock like nothing else.  It doesn't have to be final, just positive.