Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO)
Taseko Mines está liderado por Stuart McDonald, Presidente y CEO, quien ha sido fundamental en dirigir la compañía a través de adquisiciones estratégicas y desarrollos de proyectos. Bajo su liderazgo, Taseko ha enfatizado la eficiencia operativa, la gestión de deuda y el crecimiento en la producción de cobre. Las declaraciones públicas de McDonald resaltan un enfoque en aprovechar la propiedad total de la Mina Gibraltar y avanzar en el proyecto de Cobre Florence para posicionar a Taseko como un productor de cobre sostenible y de bajo costo. Entre los ejecutivos clave se encuentra Brian Bergot, Vicepresidente de Relaciones con Inversores, quien gestiona las comunicaciones con los accionistas, y un equipo técnico que supervisa las operaciones mineras y la ejecución de proyectos.
Propiedad Total de la Mina Gibraltar: En marzo de 2024, Taseko adquirió el 12.5% restante de la participación en la Mina Gibraltar, consolidando el 100% de la propiedad. Este movimiento mejoró el flujo de efectivo y el control operativo, con pagos diferidos distribuidos en un plazo de 10 años.
Resultados de Producción 2024: Gibraltar produjo 106 millones de libras de cobre y 1.4 millones de libras de molibdeno en 2024, con volúmenes de venta ligeramente superiores a la producción.
Enmienda al Contrato de Corriente de Plata: En diciembre de 2024, Taseko modificó su acuerdo de corriente de plata con Osisko Gold Royalties, aumentando su participación atribuible de plata al 100% y asegurando un pago adicional de $12.7 millones en efectivo.
Reestructuración Financiera: La compañía refinanció $500 millones en notas senior garantizadas (8.25% vencimiento en 2030), extendiendo la madurez de la deuda y mejorando la liquidez. Esto respaldó la construcción de Florence Copper y redujo la presión financiera a corto plazo.
En el segundo trimestre de 2024, hubo una huelga laboral de 18 días en Gibraltar y un tiempo de inactividad planificado para la reubicación de la trituradora, lo que impactó la producción. Sin embargo, la producción del molino se recuperó a 89,000 toneladas/día (5% por encima de la capacidad de diseño) en el cuarto trimestre.
El EBITDA ajustado fluctuó entre $48–71 millones por trimestre en 2024, ref
Join Kevin Dwyer, a seasoned stock trader, and Robynne Eaton, an entrepreneurial filmmaker, in 'The Mine$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.
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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!