The 14% rise in copper prices year to date has led to mixed performances across copper miners; with the Global X Copper Miners ETF ( COPX ) having barely risen. This figure, however, hides the strong individual performances some miners haveMountain Valley Value Investments specializes in identifying undervalued companies with strong growth potential across various sectors. Focused on long-term value and buying at the right price, we leverage deep industry insights and rigorous analysis to uncover opportunit ...

Financial Data and Key Metrics Changes - The company generated CAD224 million of adjusted EBITDA and CAD233 million of cash flow from operations, showing notable improvements over 2023 due to a higher copper price and increased ownership in Gibraltar [10][26] - For the year, sales reached 108 million pounds of copper, generating revenues of CAD608 million, the highest reported by the company [26] - The company posted a GAAP net loss of CAD13 million for 2024, but on an adjusted basis, net income was CAD57 million, a CAD0.04 increase per share over the prior year [27][28] Business Line Data and Key Metrics Changes - Gibraltar produced 106 million pounds of copper and 1.4 million pounds of molybdenum in 2024, with a cash cost of US$2.42 per pound in Q4 [11][12] - Moly production in Q4 was nearly 600,000 pounds, the highest since 2021, with expectations for continued strong production levels in 2025 [13] - The company expects to return to life of mine average production levels in 2025, with guidance of 120 million to 130 million pounds for the year [14] Market Data and Key Metrics Changes - The average copper price for the year was US$4.17 per pound, contributing to the record revenues [26] - The company has implemented copper price protection for 2025 with a minimum price of CAD4 per pound and a ceiling price averaging CAD5.20 per pound [37] Company Strategy and Development Direction - The company is advancing the Yellowhead project permitting and aims to publish an updated technical report in Q2 2025, incorporating new Canadian tax credits for copper mine development [21][23] - Construction at Florence is progressing smoothly, with expectations to produce 40 million to 50 million pounds in 2026 and ramping up to 85 million pounds annual capacity [20][21] Management Comments on Operating Environment and Future Outlook - Management expressed satisfaction with the progress made despite challenges faced at Gibraltar, including milling disruptions and a labor strike [8] - The company remains optimistic about the future, particularly with the expected ramp-up in production and the successful execution of projects like Florence [20][21] Other Important Information - The company ended 2024 with over CAD330 million of available liquidity after significant capital expenditures at Florence [9][36] - Total site costs at Gibraltar were CAD414 million, CAD17 million lower than 2023 due to reduced input costs and the impact of the labor strike [31] Q&A Session Summary Question: What was behind the higher sustaining CapEx spend at Gibraltar in the fourth quarter? - The higher sustaining capital was attributed to the timing of repairs and maintenance on the mobile fleet, with expectations for ordinary levels of CAD20 million to CAD30 million for FY 2025 [42][43] Question: Have contracts for the acquisition of acid been put in place for Florence? - The company is in dialogue with four acid suppliers and will issue an RFP to secure future acid supply [45] Question: How is throughput at Gibraltar looking so far this quarter? - Throughput continues to be strong, with production expected to be weighted to the second half of the year due to supplementing ore feed with stockpile material [47]

TASEKO MINES LIMITED Management's Discussion and Analysis This management discussion and analysis ("MD&A") is intended to help the reader understand Taseko Mines Limited ("Taseko", "we", "our" or the "Company"), our operations, financial performance, and current and future business environment. This MD&A is intended to supplement and complement the consolidated financial statements and notes thereto, prepared in compliance with International Financial Reporting Standards ("IFRS") as issued by the Internatio ...

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VANCOUVER, British Columbia, Jan. 14, 2025 (GLOBE NEWSWIRE) -- Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) ("Taseko" or the "Company") is pleased to update the progress at its 100%-owned Florence Copper project in Florence, Arizona. As of December 31, 2024, the overall project completion was at 56% and first copper production continues to be targeted before the end of 2025. Construction activities are advancing on schedule and nearly 450,000 project hours have been worked with no reportabl ...

Call Start: 11:00 January 1, 0000 11:20 AM ET Taseko Mines Limited (NYSE:TGB) Q3 2024 Earnings Conference Call November 7, 2024 11:00 AM ET Company Participants Brian Bergot – Vice President-Investor Relations Stuart McDonald – President and Chief Executive Officer Bryce Hamming – Chief Financial Officer Richard Tremblay – Chief Operating Officer Conference Call Participants Alex Bedwany – Canaccord Genuity Nicholas Clarke – TD Cowen Operator Good day and thank you for standing by. Welcome to the Taseko Mi ...

TASEKO MINES LIMITED Management's Discussion and Analysis This management discussion and analysis ("MD&A") is intended to help the reader understand Taseko Mines Limited ("Taseko", "we", "our" or the "Company"), our operations, financial performance, and current and future business environment. This MD&A is intended to supplement and complement the consolidated financial statements and notes thereto, prepared in accordance with International Financial Reporting Standards ("IFRS") issued by the International ...

This release should be read with the Company’s Financial Statements and Management Discussion & Analysis ("MD&A"), available at www.tasekomines.com and filed on www.sedarplus.com. Except where otherwise noted, all currency amounts are stated in Canadian dollars. In March 2024 Taseko acquired the remaining 12.5% interest and now owns 100% of the Gibraltar Mine, located north of the City of Williams Lake in south-central British Columbia. Production and sales volumes stated in this release are on a 100% basis ...

Investors might want to bet on Taseko Mines (TGB) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings pic ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuati ...