TSE:TKO

Taseko Mines Ltd. (TKO.TO)

11.66
+0.08 (0.69%)
as of Aug 7, 2026, 5:02:44 pm Market Open.
38 watching
0
Investor Insights
star iconAug 7, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Taseko Mines Ltd. operates a copper mine in British Columbia and is developing another project in Arizona. Experts acknowledge the potential for TKO to improve its performance as it reduces debt and as copper prices are expected to rise, particularly in the context of increased demand for copper driven by technological advancements like AI and fiber optic cables. However, caution is advised in the near term due to the company's classification as a second-tier copper producer. While the company's management is considered high-quality, there are concerns regarding its return on capital compared to lower-cost producers. Overall, TKO presents an opportunity, but the investment sentiment is mixed due to current price levels and future market conditions.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
FCX
BUY ON WEAKNESS
Copper and molybdenum exposure. A little overbought but on a pullback of 10%-15% he would start accumulating.
HOLD
Mining based in BC with 2 main assets, Gibraltar (copper-molybdenum) and Prosperity (gold-copper). Market started looking at it more when a Japanese commodity house paid $180 million for 25% of Gibraltar. Production at Gibraltar should be over 90 million pounds a year this year. Real upside remains in Prosperity assets. Good management.
TOP PICK
Good exploration story. Has more time to run, probably up to $5 range. Use $3.80 as an exit point.
BUY
Just announced a 70% increase in their mineral reserves. 7.7 million ounces of gold and 3.6 billion of copper. Extended the Prosperity mine life from 20 years to 33 years. It will be the largest gold/copper reserve project in Canada. Expect they will get a partner.
BUY
Copper producer. Their new Prosperity mine has the ability to add significantly to the production total.
BUY ON WEAKNESS
Expanding production, lowering costs with opportunity for growth. Any pullback is a worthwhile speculation.
COMMENT
Popped above the resistance level and the 50-day moving average. MACD has started to cross and move above the zero line. Resistance level at $3.20. It broke through that, the next resistance would be around $4.80.
COMMENT
Owner/operator of Gibraltar copper mine in BC. Also have a gold/copper play, Prosperity. You need a very long-term view that we will come out of the bear market in the metals.
WEAK BUY
Copper/molybdenum play. Molybdenum currently is hot, mainly because certain hedge funds have been trying to corner the market. Highly speculative as hedge funds can move the market and currently are in trouble. If they have to bail out it could drop the price. This is a reasonable company to own.
COMMENT
Very special Copper Company. Making a bid to take out bcMetals (C-X). Should also have their financing completed soon for their Prosperity mine. This has probably seen its worse. We'll be one of the first ones of the box when he becomes bullish on copper again.
DON'T BUY
A pure copper play and he is bearish on copper. Probably one of the better plays. Took a lot of hits on their balance sheet in recent quarters, which is not going to benefit them in future quarters. If he is correct and copper goes back to $2.40/$2.50, this would be the first company he would want to own.
WAIT
Equipment problems because of tire shortage. Also have labour shortage issues. Hostile environment. Has had a nice pullback. If you use technical charts you can use a 50-day moving average. Another 10/15% lower would make it quite attractive.
WEAK BUY
Have brought back the Gibralter mine and has had some difficulties in getting it up and running to its full extent. Not a big fan of copper anymore, thinks on a valuation basis in the $1.20 range, it has some long term appeal. Doesn't think it will outperform some gold plays.
BUY
Probably one of the better copper plays. Has gone into production with the potential to earn as much as $0.30 this year depending on prices. Still attractive at this value.
Showing 16 to 29 of 29 entries