Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO)
Taseko Mines est dirigé par Stuart McDonald, président et chef de la direction, qui a joué un rôle clé dans la direction de l'entreprise à travers des acquisitions stratégiques et des développements de projets. Sous sa direction, Taseko a mis l'accent sur l'efficacité opérationnelle, la gestion de la dette et la croissance de la production de cuivre. Les déclarations publiques de McDonald mettent en avant un accent sur l'exploitation complète de la mine de Gibraltar et la progression du projet Florence Copper pour positionner Taseko en tant que producteur de cuivre à faible coût et durable. Parmi les cadres clés, on retrouve Brian Bergot, vice-président des relations avec les investisseurs, qui gère la communication avec les intervenants, ainsi qu'une équipe technique supervisant les opérations minières et l'exécution des projets.
Exploitation complète de la mine de Gibraltar : En mars 2024, Taseko a acquis les 12,5 % restants de la mine de Gibraltar, consolidant ainsi la propriété à 100 %. Cette opération a permis d'améliorer le flux de trésorerie et le contrôle opérationnel, avec des paiements différés étalés sur 10 ans.
Résultats de production 2024 : Gibraltar a produit 106 millions de livres de cuivre et 1,4 million de livres de molybdène en 2024, avec des volumes de vente légèrement supérieurs à la production.
Amendement du flux d'argent de l'argent : En décembre 2024, Taseko a modifié son accord sur le flux d'argent de l'argent avec Osisko Gold Royalties, augmentant son argent attribuable à 100 % et garantissant un paiement supplémentaire de 12,7 millions de dollars en espèces.
Restructuration financière : L'entreprise a refinancé 500 millions de dollars en obligations garanties seniors (8,25 % à échéance en 2030), prolongeant la maturité de la dette et améliorant la liquidité. Cela a soutenu la construction de Florence Copper et réduit la pression financière à court terme.
Au T2 2024, une grève de 18 jours a eu lieu à Gibraltar et un arrêt planifié pour le déplacement du concasseur, impactant la production. Cependant, le débit du moulin est revenu à 89 000 tonnes/jour (5 % au-dessus de la capacité de conception) au T4.
L'EBITDA ajusté a fluctué entre 48 et 71 millions de dollars par trimest
Join Kevin Dwyer, a seasoned stock trader, and Robynne Eaton, an entrepreneurial filmmaker, in 'The Mine$tockers' as they embark on a thrilling international quest. Venturing into rugged and often perilous mining territories, they investigate publicly traded mining companies, from gold to base metals, seeking profitable investments and making critical investment decisions.
Their journey digs deep into the lives of local communities and complex relationships between mining operations, environmental stewardship, and Indigenous peoples. With insights from geologists, experts, and Indigenous partners, Kevin and Robynne evaluate each company's environmental and social governance, revealing the intricate balance of industry standards and ethical practices.
Travel alongside them in diverse modes, from RVs to seaplanes, as they uncover the hidden stories and histories of the mining world, offering a unique perspective on the challenges and beauties of the global mining landscape.
But the adventure doesn't stop with watching - viewers can dive into the action themselves with the Mine$tockers Fantasy Trading Pool. This immersive experience allows you to create your own trading portfolio with $100,000 in fantasy bucks and compete against the Mine$tockers throughout the season. The stakes are high: half of the growing cash prize pool goes to the top-performing trader, while the other half is earmarked for a charity of the Mine$tockers' choice. However, if the Mine$tockers themselves clinch the top spot on the scoreboard at season's end, the entire prize pot will be donated to charity. It's not just about watching investments unfold - it's about testing your own trading mettle in this high-stakes, real-time challenge.
With over 20 years of experience in the film industry as both a producer and actor, Robynne Eaton brings her keen eye and storytelling expertise to Mine$tockers. She'll investigate the history surrounding ESG (Environmental, Social, and Governance) practices and help tell the story of the mining world through her unique perspective.
Robynne's passion for uncovering the truth shines as she delves into the intricacies of mining operations. Her professional film production background and engaging personality allow her to present an unbiased and captivating view of the industry.
Former Bay Street trader, Kevin Dwyer, has transitioned from his role as an over-the-counter stock trader in the resource sector to a private investor and adventurer. He now visits mining properties to gain firsthand insights.
The Mine$tockers believe in making informed investment decisions in the mining industry. They carefully evaluate established and up-and-coming mining stocks, interact with local communities and base their trades on their findings.
With a wealth of experience in the great outdoors, Kevin has traveled to diverse destinations, from the northern wilderness to the southern deserts. He is an avid sportsman, hiker, and adventurer.
MineStocker Bali loves to get details of lunch firsthand.
Bali will examine the local food highlights while checking out local canine!
Who are the people on-site, in the mine office as well as in town? Meet them with Bali, see them from her eyes.
Bali has traveled to many fantastic and exciting places for lunch and will lead the way!