Trekor Metals Ltd (FRA:UDM0)

Q2 2025 Taseko Mines Ltd Earnings Call Transcript

Aug 7, 2025 / 03:00 PM GMT

Release Date Price: €2.55 (-2.11%)

Transcript

Key Points

Positve

Taseko Mines Ltd (TGB) achieved a significant increase in mining tonnages at Gibraltar, with a 31% rise compared to Q1, marking the best mining quarter in the last four years.
The Florence project is advancing smoothly, with over 90% completion and key systems like the electrical substation already completed.
The company reported positive ore reconciliations in the connector pit, indicating more oxide ore than expected, potentially extending the SXEW plant's operation for at least 15 years.
Taseko Mines Ltd (TGB) received a $75 million cash payment from BC as part of the new prosperity agreement, enhancing financial stability.
The Yellowhead project shows significantly improved economics with an NPV of CAD 2 billion and an after-tax IRR of 21% at $4.25 copper, positioning it well against other North American copper projects.

Negative

The Gibraltar SXEW plant experienced a transformer issue, resulting in an expected 6 to 8 weeks of downtime, impacting production by less than 1 million pounds.
Adjusted earnings showed a net loss of $13 million or $0.04 loss per share, indicating financial challenges.
Total cash costs or C1 were reported at $3.14 per pound in the second quarter, higher than the previous quarter due to lower capitalized stripping and lower molybdenum production.
The company is facing volatility in the copper market due to recent copper tariff news, affecting the Comex copper price.
Florence's construction costs are tracking towards the higher end of the revised estimate, with total construction costs expected to reach around $265 million.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TKO.TO - Taseko Mines Ltd
Q2 2025 Taseko Mines Ltd Earnings Call
Aug 07, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by and welcome to the Minds 2025 2nd quarter earnings conference call. At this time, all participants are in a listen-only mode. We will conduct a question and answer session later, and instructions will be given at that time. As a reminder, this call is being recorded. With that, I will turn the call over to Mr. Brian Berko. Sir, you may begin.

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Unidentified_2 [2]
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Thank you, Janine. Welcome everyone and thank you for joining Tiko's second quarter 2025 conference call.

The news release and regulatory filing

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