Teck(TECK)
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Teck Resources Limited (TECK): A Bull Case Theory
Yahoo Finance· 2026-02-07 17:36
Core Thesis - Teck Resources Limited is viewed positively due to its strategic focus on copper and zinc, particularly through its Quebrada Blanca project and a proposed merger with Anglo American [1][3][6] Company Overview - Teck Resources Ltd is a Canadian producer of copper and zinc, with a significant focus on its Quebrada Blanca project in Chile, which is central to its operational strategy [3] - The company has exited steelmaking coal and energy sectors, reducing commodity beta and reallocating capital towards copper and zinc while returning cash to shareholders [3] Operational Insights - Teck's portfolio is primarily located in the Americas, featuring key assets such as Quebrada Blanca, Highland Valley Copper, Antamina, and Carmen de Andacollo, along with zinc operations from Red Dog and Trail [4] - The Quebrada Blanca project is characterized by long-life, low-strip operations with high-quality ore, but faces near-term production constraints due to tailings management facility limitations, with steady-state production anticipated in 2027 [4] Growth Potential - The company has opportunities for growth through low-capex debottlenecking and potential adjacency to the QB-Collahuasi project, although execution risks exist due to joint venture agreements and regulatory approvals [5] - Management has enhanced operational oversight with dedicated senior vice presidents and a special advisor for tailings management remediation, focusing on strategy and capital discipline [5] Merger Considerations - The proposed merger with Anglo American presents potential benefits through increased scale, synergies, and copper adjacency, but also introduces complexities related to integration and deal completion [6] - Teck's equity is highly sensitive to copper market dynamics, with upside dependent on successful execution of the Quebrada Blanca project, tailings remediation, and de-risking the merger [6]
NEXA vs. TECK: Which Stock Is the Better Value Option?
ZACKS· 2026-02-02 17:40
Investors with an interest in Mining - Miscellaneous stocks have likely encountered both Nexa Resources S.A. (NEXA) and Teck Resources Ltd (TECK) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on ...
Teck Resources Reports '25 Sales & Production Performance
ZACKS· 2026-01-22 18:16
Teck Resources Limited (TECK) announced fourth-quarter and 2025 production and sales volumes.TECK’s Production & Sales UpdateIn the fourth quarter of 2025, Teck Resources sold 118,600 tons and produced 134,100 tons of copper. The company’s annual copper production came in at 435,500 tons, within its guidance of 415,000-465,000 tons. This was driven by solid performance across all assets in the fourth quarter.Fourth-quarter 2025 sales and production of zinc came in at 157,200 tons and 108,600 tons, respectiv ...
Teck Resources (TECK) Moves 5.6% Higher: Will This Strength Last?
ZACKS· 2026-01-22 13:21
Core Viewpoint - Teck Resources Ltd (TECK) has experienced a significant increase in share price, attributed to strong copper production and positive earnings estimate revisions, indicating potential for continued growth in stock value [1][2][4]. Group 1: Stock Performance - Teck Resources shares rose by 5.6% to $53 in the last trading session, with a trading volume higher than average [1]. - Over the past four weeks, the stock has gained 7.4% [1]. Group 2: Production and Financial Performance - In Q4 2025, Teck sold 118,600 tons and produced 134,100 tons of copper, with annual production totaling 435,500 tons, aligning with guidance of 415,000-465,000 tons [2]. - The company is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of 30.3%, while revenues are projected at $1.99 billion, a slight decrease of 0.1% from the previous year [3]. Group 3: Earnings Estimates and Market Sentiment - The consensus EPS estimate for Teck has been revised 19.5% higher in the last 30 days, suggesting a positive trend that typically correlates with stock price appreciation [4]. - Teck Resources holds a Zacks Rank of 2 (Buy), indicating favorable market sentiment [5].
Teck Resources (TECK) Bounces Back to 52-Week High on Strong Production Results
Yahoo Finance· 2026-01-22 13:07
We recently published 10 Big Names Leaving Wall Street Behind; 7 Are Hitting Record Highs. Teck Resources Ltd. (NYSE:TECK) was one of the worst performers on Wednesday. Teck Resources rebounded by as much as 7.5 percent at intra-day trading on Wednesday to hit a new 52-week high of $54, as investors took heart from strong production operations that fell within expectations, alongside a reaffirmed growth outlook for 2026. At market close, the stock trimmed gains to end the day just up by 5.56 percent at ...
5 Stocks Poised to Benefit as US-NATO Tensions Escalate Over Tariffs and Greenland
Investing· 2026-01-21 08:20
Core Viewpoint - Rising US-NATO tensions over tariffs and Greenland's strategic resources are expected to drive a rally in defense, mining, and industrial stocks, with five companies highlighted as key beneficiaries: Lockheed Martin, RTX, Critical Metals, Teck Resources, and Caterpillar [1] Group 1: Lockheed Martin - Lockheed Martin is positioned as a major beneficiary of escalating US-NATO tensions, particularly due to Greenland's strategic importance and the need for advanced military systems [2] - The company's F-35 fighter jets and missile defense technologies are critical for Arctic operations, with shares climbing about 19% year-to-date in 2026, driven by a proposed $1.5 trillion defense budget for 2027 [3][4] Group 2: RTX - RTX, formerly Raytheon, benefits from its defense technology portfolio that meets the complex requirements of Arctic operations, with its Patriot missile defense system gaining renewed importance [5][6] - RTX stock has risen approximately 7% year-to-date in 2026, building on a 60% gain in 2025, supported by a record $251 billion backlog and surging orders from the Middle East [6][7] Group 3: Critical Metals - Critical Metals owns the Tanbreez project, the largest non-Chinese rare earth deposit in Greenland, which aligns with U.S. acquisition ambitions amid geopolitical tensions [8][9] - The company has seen its stock skyrocket almost 150% in 2026, driven by high-grade drilling results and approval for its Greenland pilot plant, with potential to control 50% of the Western rare earth market [9][10] Group 4: Teck Resources - Teck Resources is a diversified miner with exposure to key industrial metals, positioned to benefit from strong commodity demand and geopolitical competition [11][12] - The company has gained around 5% year-to-date, reaching new 52-week highs amid copper price surges, with analysts targeting $80–90 per share due to structural supply deficits [12][13] Group 5: Caterpillar - Caterpillar is a significant beneficiary through its heavy machinery essential for Arctic infrastructure development and military base construction [14][15] - The company has advanced about 10% year-to-date in 2026, following a 58% run in 2025, with a record $39.9 billion backlog and projected 20.5% EPS growth [15][16]
Teck Announces 2025 Production and Sales Update and Reaffirms Outlook
Globenewswire· 2026-01-20 23:53
VANCOUVER, British Columbia, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (“Teck”) today provided select unaudited fourth quarter 2025 production and sales volumes and positive settlement pricing adjustments, annual production volumes for 2025, and reaffirmed previously disclosed production and unit cost guidance for 2026 to 2028 for Teck-operated sites. Our fourth quarter 2025 financial results are scheduled for release on February 18, 2026. 2025 Production ...
NEXA vs. TECK: Which Stock Should Value Investors Buy Now?
ZACKS· 2026-01-15 17:40
Investors interested in Mining - Miscellaneous stocks are likely familiar with Nexa Resources S.A. (NEXA) and Teck Resources Ltd (TECK) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings est ...
Taylor Swift’s vintage ring shines new light on diamond industry
MINING.COM· 2026-01-13 18:28
Core Viewpoint - The diamond industry is experiencing a downturn, but the engagement ring of pop star Taylor Swift has sparked renewed interest in natural diamonds, potentially more than traditional marketing efforts [1][16]. Industry Overview - The global diamond business is facing challenges due to weak demand, geopolitical uncertainty, and the rise of lab-grown diamonds, which are cheaper and visually identical to mined stones [2]. - Lab-grown diamonds now represent over 50% of engagement rings sold in the US, with prices significantly lower than natural diamonds, sometimes by as much as 90% [3]. Market Impact - The resale value of lab-grown diamonds is considerably lower than that of natural diamonds, often dropping by up to 40% due to their mass-producible nature [4]. - Major players like Botswana have had to cut production and jobs due to falling revenues, with Debswana estimated to reduce output by 40% in 2025 [4]. - De Beers has stockpiled approximately $2 billion in unsold diamonds and has cut prices by over 10% in 2023, while also planning to reduce its workforce by more than 1,000 [5]. Celebrity Influence - Taylor Swift's engagement ring, featuring a large old-mine-cut natural diamond, has generated significant cultural interest, contrasting with the minimalist styles that have dominated recent trends [7]. - Other celebrities like Zendaya and Miley Cyrus have also contributed to the renewed attention on unique diamond styles, showcasing large stones with distinctive settings [9]. Shifts in Consumer Preferences - There is a noticeable shift in consumer preferences towards larger natural diamonds in fancy-cut shapes, with elongated fancy shapes becoming increasingly popular [12]. - The renewed interest in antique and heritage stones is driven by their uniqueness and the stories they carry, which lab-grown diamonds cannot replicate [10]. Marketing and Narrative Changes - The diamond industry is reframing its narrative to emphasize rarity based on character, age, and provenance, moving away from the traditional focus on flawless, colorless stones [11]. - The industry is leveraging celebrity influence and emotional storytelling to maintain relevance in a market where consumers prioritize price and purity [11][16].
英美资源与泰克合并案提交欧盟反垄断审查
Zheng Quan Shi Bao Wang· 2026-01-09 00:55
Group 1 - The proposed merger between Anglo American and Teck Resources has been submitted to the EU for antitrust review, indicating that the EU does not foresee significant competition issues with the merger [1] - The European Commission is expected to make a decision on the antitrust matters by February 10, while Canada has already approved the transaction [1] - The European Commission is also evaluating the merger under its Foreign Subsidies Regulation, aimed at preventing unfair competition from non-EU companies receiving government subsidies, with a decision due on February 3 [1] Group 2 - The merger was announced in September of last year, aiming to create the fifth-largest copper company globally and marking the second-largest merger in mining history [1]