文章核心观点 - 公司的Trail Operations的Electrolytic Zinc Plant的其中一个部分因火灾而被关闭 [1] - 火灾没有造成人员伤亡,也没有预期会对环境造成影响 [1] - 公司正在调查事故原因,并将在获得更多信息后提供进一步信息 [1] 公司概况 - 公司是一家领先的加拿大资源公司,专注于负责任地提供对经济发展和能源转型至关重要的金属 [2] - 公司在北美和南美拥有一个世界级的铜和锌业务组合,并拥有行业领先的铜增长管线 [2] - 公司致力于通过推进负责任的增长和确保建立在利益相关方信任基础之上的韧性来创造价值 [2] - 公司总部位于加拿大温哥华,其股票在多伦多证券交易所和纽约证券交易所上市 [2]

VANCOUVER, British Columbia, Aug. 30, 2024 (GLOBE NEWSWIRE) -- Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (“Teck”) today announced a new business structure to support its shift to a pure-play energy transition metals company focused on growth. “This new structure will ensure Teck is optimally positioned to operate safely, efficiently and responsibly while capitalizing on profitable growth opportunities and enhancing value for our shareholders and all stakeholders,” said Jonathan Price, Pres ...

Teck Resources (TECK) reported second-quarter 2024 adjusted earnings per share (EPS) of 58 cents, which surpassed the Zacks Consensus Estimate of 47 cents by a margin of 23%. The bottom line marked a 37% plunge from earnings of 91 cents per share reported in the year-ago quarter. Gains from increased copper sales from QB, elevated copper prices and higher steelmaking coal sales volumes were offset by lower steelmaking coal prices. Finance and depreciation and amortization expenses increased year over year, ...

财务数据和关键指标变化 - 公司在第二季度创造了17亿加元的经调整EBITDA,同比增长13%,主要得益于铜产量创纪录以及铜价上涨 [12][33] - 公司在第二季度的铜毛利润增加了118%,反映了铜价大幅上涨和销量大幅增加,部分被QB运营成本上升所抵消 [35] - 公司在第二季度的锌业务毛利润下降了53%,主要是由于Trail精炼金属销量下降和锌溢价下降,以及Red Dog锌销量下降 [40][41][42] - 公司在第二季度的炼焦煤业务毛利润为11亿加元,反映了销量增加但价格下降以及运营成本上升 [44][45][46] 各条业务线数据和关键指标变化 - 铜业务: - 铜产量同比增长71%,主要得益于QB的产能爬升 [37] - 除QB外,公司的铜净现金单位成本同比下降10美分,主要由于美元成本下降和冶炼费用下降 [38] - 公司调整了2024年QB铜产量和钼产量指引,分别为20-23.5万吨和4.3-5.5万吨,以及单位成本指引为2.25-2.55美元/磅 [39] - 锌业务: - Red Dog锌和铅产量均有所增加,反映了品位和回收率的提高 [40] - Trail精炼锌产量受到计划外维修的影响,精炼铅和副产品产量大幅下降 [41] - 公司2024年锌和精炼金属产量指引保持不变 [43] - 炼焦煤业务: - 销量达到640万吨,位于指引区间上端 [44] - 单位现金成本上升,主要由于劳工、承包商和柴油成本上升 [45] 各个市场数据和关键指标变化 - 公司看好长期铜市场前景,认为铜需求将受益于城市化和电气化的持续推动 [10] - 公司认为锌市场目前处于供给短缺状态,预计2024年下半年和2025年上半年仍将保持供给短缺 [144][145] 公司战略和发展方向及行业竞争 - 公司完成了对炼焦煤业务的出售,标志着公司转型为纯电动金属公司 [57][58][59][62] - 公司拥有行业领先的铜增长项目组合,包括QB、Highland Valley延寿、Zafranal和San Nicolás等,有望将公司打造成为全球前10大铜生产商 [65][66][67] - 公司将继续专注于提升运营卓越性,确保从优质基础金属组合中获得最大价值 [63] - 公司将在保持增长的同时平衡对股东的现金回报 [49][50][51][52][53] 管理层对经营环境和未来前景的评论 - 公司看好长期铜市场前景,认为铜需求将受益于城市化和电气化的持续推动 [10] - 公司认为锌市场目前处于供给短缺状态,预计2024年下半年和2025年上半年仍将保持供给短缺 [144][145] - 公司对QB的前景保持信心,预计到年底能够达到满产水平 [18][19][20][21][22][23][24] 其他重要信息 - 公司完成了对炼焦煤业务的出售,获得73亿加元现金,这标志着公司转型为纯电动金属公司 [9][47][48] - 公司宣布了有史以来最大规模的对股东的现金回报,包括最多27.5亿加元的股票回购和2.5亿加元的特别股息 [50][51] - 公司将使用部分出售所得偿还最多20亿美元的债务,并将剩余资金用于近期铜增长项目 [52][53] - 公司的独立项目评估确定了一些改进领域,包括加强地质勘探、更保守的劳动生产率假设和加强业主方监管等,公司正在采取措施应对这些问题 [109][110][111][112][113][114] 问答环节重要的提问和回答 问题1 **Orest Wowkodaw 提问** 询问QB2的地质问题对2024年下半年铜产量的影响 [76][77][78][79][80][81][82][83][84][85] **Shehzad Bharmal 回答** 解释了地质问题的影响,预计将导致2024年下半年铜产量略有下降,但对2025-2026年的影响较小 [78][79][80][81][82][83][84] 问题2 **Lucas Pipes 提问** 询问公司未来几年的资本支出情况 [87][88][89][90][91][92][93] **Jonathan Price 回答** 解释了公司正在并行推进各个铜增长项目,并根据项目的风险收益特征进行优先排序,同时也考虑了对Highland Valley的延寿需求 [88][89][90][91][92] 问题3 **Jackie Przybylowski 提问** 询问公司股票回购计划的具体安排 [100][101][102][103] **Crystal Prystai 回答** 解释了公司将在3季度完成之前的5亿加元回购计划,并在4季度开始执行新的27.5亿加元回购计划,具体时间取决于市场估值 [101][102][103]

Change photo SECOND QUARTER 2024 CONFERENCE CALL July 24, 2024 CAUTION REGARDING FORWARD-LOOKING STATEMENTS Both these slides and the accompanying oral presentation contain certain forward-looking information and forward-looking statements as defined in applicable securities laws (collectively referred to as forward-looking statements). These statements relate to future events or our future performance. All statements other than statements of historical fact are forward-looking statements. The use of any of ...

Teck Resources Ltd (TECK) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 23.40%. A quarter ago, it was expected that this company would post earnings of $0.72 per share when it actually produced earnings of $0.56, delivering a surprise of -22.22%.Over the last four quarters, the comp ...

VANCOUVER, British Columbia, July 24, 2024 (GLOBE NEWSWIRE) -- Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (Teck) today announced its unaudited second quarter results for 2024. "We generated $1.7 billion of Adjusted EBITDA1 in the second quarter driven by record copper production with QB ramp-up continuing, as well as strong copper market fundamentals with copper prices reaching all-time highs," said Jonathan Price, President and CEO. "In early July, we completed the sale of our steelmaking ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Teck Resources Ltd (TECK) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 24. ...

VANCOUVER, British Columbia, July 15, 2024 (GLOBE NEWSWIRE) -- Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (“Teck”) today announced (i) the results of its previously announced six separate offers (the “Offers”) to purchase for cash the outstanding notes of the series listed in the table below (collectively, the “Notes”) and (ii) that it has amended the Offers by increasing the Maximum Purchase Amount from US$1.25 billion to approximately US$1.384 billion, an amount sufficient to accept all N ...

VANCOUVER, British Columbia, July 15, 2024 (GLOBE NEWSWIRE) -- Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (“Teck”) today announced the pricing terms of its previously announced six separate offers (the “Offers”) to purchase for cash up to US$1,250,000,000 aggregate principal amount of its outstanding notes of the series listed in the table below (collectively, the “Notes”). The Offers are made upon the terms and subject to the conditions set forth in the Offer to Purchase dated July 4, 2024 ...