市场分析师 Divyang Shah 称，近期贵金属市场热度居高不下，铜价也同步创下历史新高。尽管铜价年 内涨幅不及黄金、白银，但支撑其多头行情的逻辑十分充足：美联储独立性面临质疑、地缘政治风险持 续发酵、美元走弱预期升温、供应链呈现碎片化格局、市场为防范供应冲击提前布局，再加上人工智能 领域带来的新增需求，均成为推动资金布局的核心逻辑。 智通财经APP获悉，周四，铜矿板块盘前集体走高，Ero Copper(ERO.US)涨逾9%，Taseko Mines(TGB.US)涨近9%，南方铜业(SCCO.US)张近8%，Hudbay Minerals(HBM.US)涨近6%。消息面上， 今日伦铜连续主力合约日内大涨逾10%，价格创历史新高。 ...

We recently published 10 Big Names Delivering Outsized Gains. Taseko Mines Limited (NYSEAmerican:TGB) was one of the top performers on Wednesday. Taseko Mines extended its winning streak to a third straight day on Wednesday, surging 11.81 percent to close at $7.29 apiece as investors took heart from the looming start of operations at its Florence Copper mine in Arizona. In a statement, Taseko Mines Limited (NYSEAmerican:TGB) said that construction activity at Florence Copper is now complete and that it h ...

VANCOUVER, British Columbia, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) (“Taseko” or the “Company”) is pleased to update progress at Florence Copper and announce 2025 production results for the Gibraltar Mine. Construction activity at Florence Copper is now complete and the focus has shifted to wellfield operations and commissioning of the SX/EW plant. Wellfield acidification commenced in early November, and in early December mining solutions were circula ...

Core Viewpoint - Taseko Mines Limited has successfully transitioned from construction to early-stage operations at Florence Copper, with positive initial copper recoveries and plans for the SX/EW plant to commence operations shortly. The company also reported significant production results from the Gibraltar Mine for 2025, indicating improvements in copper and molybdenum production. Group 1: Florence Copper Update - Construction at Florence Copper is complete, and operations have shifted to wellfield operations and commissioning of the SX/EW plant [2] - Wellfield acidification began in early November, with mining solutions circulating in all new production wells, leading to increased copper recovery grades [2] - The SX/EW plant commissioning is progressing smoothly, with operations expected to start soon [2][4] Group 2: Gibraltar Mine Production Results - In 2025, Gibraltar produced 98 million pounds of copper and 1.9 million pounds of molybdenum, with sales matching production figures [4] - Fourth quarter production saw a significant increase, with 31 million pounds of copper produced, and a copper head grade of 0.26% [4] - Molybdenum production in the fourth quarter reached 0.8 million pounds, marking a 50% increase from the previous quarter and the best quarterly production in eight years [4] Group 3: Future Outlook - The company anticipates more consistent quarterly production in 2026, supported by better positioning in the Connector pit and improved overall copper production [5]

Group 1 - The article highlights the potential of royalty and streaming companies as an alternative investment in precious and industrial metals, mitigating risks associated with traditional mining [1] - The year 2025 saw record-breaking metals prices, leading to triple-digit returns for featured companies, indicating a strong market performance [1] - Peter Arendas, an expert in the resource sector, leads the Royalty & Streaming Corner, providing in-depth analysis and actionable research for investors [1]

Group 1 - Zijin Mining (02899) rose nearly 3% after announcing the completion of the main construction and core equipment installation for the second phase of the Xizang Julong Copper Mine, marking a key step before production [1] - Asia Pacific Satellite (01045) increased over 5.4%, with a cumulative rise of nearly 30% over the past five trading days, as it operates multiple satellites under China Satcom [1] - Zhaoyan New Drug (06127) fell over 6% following an announcement that its actual controller plans to reduce holdings by up to 14.98 million shares, representing 20.0466% of his holdings and 1.99873% of the company's total share capital [1] - Zhongwei New Materials (02579) surged nearly 7% after signing a strategic cooperation framework agreement with Xinwanda for solid-state batteries [1] Group 2 - Dongyue Group (00189) rose nearly 5% as the long-term contract prices for refrigerants were confirmed, with R32 priced at 61,200 yuan/ton (+1,000 yuan) and R410A at 55,100 yuan/ton (+1,900 yuan) [2] - MicroPort Scientific Corporation (02252) increased over 1.2%, reporting that its core products' cumulative order volume exceeded 230 units [2] - Oil stocks saw gains, with CNOOC (00883) up 4.17%, PetroChina (00857) up 2.91%, and Sinopec (00386) up 1.31%, driven by a rise in international crude oil prices due to geopolitical tensions [2] - Baidu Group (09888) rose nearly 7% after announcing a partnership with Uber and Lyft to launch a robotaxi pilot project in the UK by 2026 [2] Group 3 - NIO (09866) rose over 2.4% after announcing that it successfully delivered over 40,000 units of its new ES8 model within 100 days of the official delivery start [3] - Damai Entertainment (01060) increased nearly 5%, with the total box office for the 2025 New Year’s season reaching 5.245 billion yuan as of December 28 [3] Group 4 - Copper mining stocks collectively declined, with Hudbay Minerals (HBM.US) down 4.01%, Taseko Mines (TGB.US) down 3.1%, and Ero Copper (ERO.US) down 1.64%, as international copper futures fell over 4% [5] - Some cryptocurrency-related stocks fell, with IREN Ltd (IREN.US) down 2.21% and Circle (CRCL.US) down 0.94% [5] - NIO (NIO.US) rose 4.71% in the US market, echoing its performance in Hong Kong [6] - The Nasdaq Golden Dragon Index fell nearly 1%, with major Chinese concept stocks declining, including Alibaba (BABA.US) down 2.46% and Xpeng Motors (XPEV.US) down 1.35% [6]

Core Insights - Taseko Mines Limited (TGB) has been recognized as a significant success story in the market, particularly for its focus on developing a portfolio of copper projects across North America [1] Company Overview - Taseko Mines Limited is actively engaged in the development of copper-focused projects [1]

Core Viewpoint - Recent developments for Taseko Mines focus on the successful launch of Florence Copper, marking a significant achievement for the company this year [1]. Group 1: Recent Developments - Taseko Mines has completed the construction of Florence Copper and commenced operations, which is a major milestone for the company [1]. - The company has also made progress on junior properties, including a deal on New Prosperity in June and the initiation of permitting for Yellowhead, which is expected to be a valuable asset [2]. - An updated economic study on Yellowhead has been released, clarifying its potential value to the market [2]. Group 2: Future Prospects - Taseko Mines has a pipeline of copper assets in North America that are being advanced, indicating a strategic focus on growth beyond Florence Copper [2].

Taseko Mines Conference Call Summary Company Overview - **Company**: Taseko Mines (NYSEAM:TGB) - **Focus**: Copper mining, particularly the Florence Copper project and other North American assets Recent Developments - **Florence Copper**: - Newest asset brought on stream with construction completed recently - Operations have started, targeting an annual production run rate of 85 million pounds of copper [2][10] - **Other Projects**: - Advancements on junior properties including New Prosperity and Yellowhead [2][3] - Permitting process for Yellowhead has begun, with an updated economic study released [2] Production Insights - **Gibraltar Mine**: - Experienced a tough start to the year due to weather challenges and mining phase transitions - Production expected to normalize with guidance of 120-130 million pounds for the next year [4][6] - Recent production figures: 11 million pounds in October, nearly 10 million pounds in November [4] Florence Copper Project Details - **Unique Mining Method**: - Utilizes in-situ recovery instead of traditional mining, leading to lower costs and environmental impact [8][9] - **Production Capacity**: - Aiming for 30-40 million pounds in the first year of operation, ramping up to 85 million pounds by 2027 [10][11] - **Cost Structure**: - Estimated production cost around $2 per pound, with potential for significant free cash flow at copper prices above $5 [20] Financial Position - **Liquidity**: - Pro forma liquidity expected to exceed CAD 300 million after recent equity sales and debt repayments [33] - **Capital Structure**: - Focus on deleveraging and improving credit rating, with plans to pay down equipment loans and bonds [34][41] - **Future Funding for Yellowhead**: - Estimated capital expenditure of CAD 2 billion, with potential tax credits covering 30% of costs [60][61] Strategic Partnerships - **Mitsui Agreement**: - Mitsui likely to exercise a call option for a 10% stake in Florence, enhancing long-term partnership opportunities [23][29] - **Future Partnerships**: - Exploring joint ventures for Yellowhead, leveraging existing production from Gibraltar to attract partners [47][48] Market Position and Outlook - **Copper Market**: - Positive outlook on copper prices, with Taseko focusing on organic growth rather than M&A [58] - **Long-term Goals**: - Aim to become a mid-cap North American copper producer, with significant production increases anticipated from Yellowhead [49] Conclusion - Taseko Mines is positioned for growth with the ramp-up of Florence Copper and strategic advancements in other projects. The company is focused on maintaining liquidity, improving its capital structure, and exploring partnerships to enhance its market position in the copper industry [66]

Core Insights - Taseko Mines Limited (NYSEAmerican:TGB) experienced a significant increase in stock price, rising by 24.23% week-on-week, driven by higher gold and copper prices [1][3] - The company reported mixed earnings for the third quarter, with a substantial widening of net loss despite an increase in revenues [2][3] Financial Performance - Taseko Mines widened its net loss by 15,365% to $27.8 million from $180,000 in the same period last year [3] - Revenues increased by 11.7% to $173.9 million from $155.6 million year-on-year, primarily due to the sale of 26 million pounds of copper and 421,000 pounds of molybdenum [3] Production Metrics - Gibraltar copper production improved significantly, producing 27.6 million pounds of copper in the third quarter, which included 895,000 pounds of copper cathode and 558,000 pounds of molybdenum [4] - Copper recoveries for the third quarter were at 77%, with both grade and recoveries higher than the previous two quarters, and expectations for further increases in the fourth quarter [5]