财务数据和关键指标变化 - 公司在第二季度实现了CAD71百万的经调整EBITDA和CAD77百万的矿山经营收益,表现良好 [8][20] - 销量达到23百万磅,超过了产量,公司通过消耗库存来满足销售 [20] - 铜价实现了强劲的上涨,公司实现的平均铜价接近CAD4.50/磅,较上一季度增加60%,较去年同期增加20% [20][21] - 公司获得了CAD26百万的保险赔付,这对财务表现有积极影响 [21] - 总运营成本为CAD91百万,较上一季度下降CAD20百万,主要是由于6月的18天罢工期间成本大幅降低 [22][23] - 单位成本为2.99美元/磅,主要受到产量下降的影响,未来有望随着产量回升而下降 [24] 各条业务线数据和关键指标变化 - 吉布罗陀矿山第二季度铜产量为2000万磅,较计划下降约25%,主要受到计划停机和6月罢工的影响 [6][7] - 铜品位为0.23%,基本符合预期,但回收率为78%,略低于计划,受到不稳定的磨机运行和处理部分氧化矿的影响 [7] - 公司正在从新的连接矿坑开始开采硫化矿,未来几个月将完全退出吉布罗陀矿坑 [7] - 公司计划在2025年第二季度重启吉布罗陀SX/EW厂,预计每年可增加400-500万磅产量 [10][11] 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向及行业竞争 - 佛罗伦斯项目建设正在按计划推进,二季度建设资本支出为3700万美元,目前已有200多名承包商在现场施工 [12][13] - 佛罗伦斯项目正在积极招聘运营团队,已经聘用了约70个职位,未来将有170名全职员工 [13] - 公司正在准备启动黄头项目的环评程序,并将进行一些勘探工作,该项目年产铜180百万磅,是北美最大的铜矿之一 [17] - 公司认为中长期铜价基本面非常强劲,未来5年内很少有新的铜供应可以上线,预计未来将出现供给缺口 [14][15] - 公司已经建立了铜价保护机制,2024年全年和2025年下半年均有铜价下限保护 [16] 管理层对经营环境和未来前景的评论 - 公司对吉布罗陀矿山和佛罗伦斯项目的未来前景表示乐观 [14] - 管理层认为中长期铜价基本面非常强劲,未来5年内很少有新的铜供应可以上线,预计未来将出现供给缺口 [14][15] 其他重要信息 - 公司在6月完成了5亿加元的债券再融资,将债务到期日推迟至2030年 [26] - 公司正在申请美国能源部的关键矿产加工设施税收抵免,如果获批可以进一步支持佛罗伦斯项目的建设 [25] 问答环节重要的提问和回答 问题1 **Craig Hutchison 提问** 询问吉布罗陀矿山回收率的未来走势 [29][30][31] **Richard Tremblay 回答** 回收率将随着从过渡性矿石向更好品位矿石的过渡而逐步改善 [30][31] 问题2 **Craig Hutchison 提问** 询问吉布罗陀矿山下半年的产量指引 [32][33] **Richard Tremblay 回答** 预计下半年吉布罗陀矿山的吞吐量可以超过85,000吨/天,品位将保持相对稳定 [33] 问题3 **Craig Hutchison 提问** 询问重启SX/EW厂的现金成本 [34][35] **Richard Tremblay 回答** 预计现金成本在2美元/磅左右 [35] 问题4 **Ben Davis 提问** 询问重启SX/EW厂的考虑因素 [43][44][45][46] **Richard Tremblay 回答** 主要是由于连接矿坑释放了大量氧化矿,已经补充了浸出场的库存,使得重启SX/EW厂变得经济 [46]

This release should be read with the Company's Financial Statements and Management Discussion & Analysis ("MD&A"), available at www.tasekomines.com and filed on www.sedarplus.com. Except where otherwise noted, all currency amounts are stated in Canadian dollars. In March 2024 Taseko acquired the remaining 12.5% interest and now owns 100% of the Gibraltar Mine, located north of the City of Williams Lake in south-central British Columbia. Production and sales volumes stated in this release are on a 100% ba ...

VANCOUVER, BC, July 15, 2024 /PRNewswire/ - Taseko Mines Limited (TSX: TKO) (NYSE MKT: TGB) (LSE: TKO) ("Taseko" or the "Company") announces second quarter production results of 20 million pounds of copper and 185,000 pounds of molybdenum. Metal production in the second quarter was impacted by mill downtime for the relocation of the in-pit crusher and concurrent maintenance activities in concentrator #1, as well as a strike by the mine's unionized workforce in June. The in-pit crusher move was completed in ...

VANCOUVER, BC, June 25, 2024 /PRNewswire/ - Taseko Mines Limited (TSX: TKO) (NYSE MKT: TGB) (LSE: TKO) ("Taseko" or the "Company") has published its annual Sustainability Report, titled H20 + ESG. The report focuses on the Company's operational and sustainability achievements at the Gibraltar Mine in 2023, and also highlights social and economic contributions from the Florence Copper project in Arizona, which will soon become the Company's second operating asset. Taseko's 2023 Sustainability Report also hig ...

VANCOUVER, BC, June 19, 2024 /PRNewswire/ - Taseko Mines Limited (TSX: TKO) (NYSE MKT: TGB) (LSE: TKO) ("Taseko" or the "Company") announced today that the union representing workers at its Gibraltar Mine has now ratified the previously announced tentative agreement. The new agreement will be in place until May 31, 2027. Gibraltar workers have been recalled and mining operations and milling in concentrator #2 are restarting today. Concentrator #1 will remain idle while the crusher relocation project and oth ...

VANCOUVER, BC, June 16, 2024 /PRNewswire/ - Taseko Mines Limited (TSX: TKO) (NYSE MKT: TGB) (LSE: TKO) ("Taseko" or the "Company") announced today that a tentative agreement has been reached with the unionized workforce at its Gibraltar Mine. The agreement is subject to ratification by union members and voting is expected to occur on Monday and Tuesday this week. If the agreement is ratified, the Company expects to resume operations on Wednesday. Stuart McDonald President and CEO No regulatory authority has ...

VANCOUVER, BC, June 13, 2024 /PRNewswire/ - Taseko Mines Limited (TSX: TKO) (NYSE American: TGB) (LSE: TKO) ("Taseko" or the "Company") announces the voting results from its 2024 Annual General Meeting held Thursday, June 13, 2024 in Vancouver, British Columbia. A total of 153,248,875 common shares were voted at the meeting, representing 52.6% of the votes attached to all outstanding common shares. Shareholders voted in favour of all items of business before the meeting, including the Amendment and Continua ...

VANCOUVER, BC, June 1, 2024 /PRNewswire/ - Taseko Mines Limited (TSX: TKO) (NYSE MKT: TGB) (LSE: TKO) ("Taseko" or the "Company") announced today that operations at the Company's Gibraltar Mine have been suspended. Collective bargaining with Gibraltar's union representatives has been ongoing in recent weeks, and ended late yesterday without an agreement being reached. Gibraltar's unionized workforce informed the Company that they intended to take strike action as of midnight, May 31, 2024. The Company elect ...

财务数据和关键指标变化 - 公司在第一季度实现了30百万磅的铜产量和250,000磅的钼产量,铜品位为0.24% [10] - 公司第一季度的C1现金成本为2.46美元/磅,实现了3.89美元/磅的平均售价,从而产生了5,000万加元的调整后EBITDA和6,000万加元的经营现金流 [13] - 公司在第一季度完成了对剩余12.5%的吉布罗陀矿权的收购,这使得公司在第二季度将拥有100%的吉布罗陀矿权,并获得了之前由合资伙伴持有的30%的精矿销售权 [16][17] - 公司在第一季度花费了1,800万美元用于佛罗伦萨商业生产设施的建设,另外还有1,500万美元的其他资本支出 [20][21] 各条业务线数据和关键指标变化 - 吉布罗陀矿山在第一季度的生产和运营保持平稳,铜产量和钼产量均符合预期 [10][11][12] - 佛罗伦萨项目的建设进展顺利,已经完成了10口新井的钻探,并进行了首次混凝土浇筑 [20][21] 各个市场数据和关键指标变化 - 公司在第二半年通过负TC的方式销售了额外的精矿,相比之前的基准合同,可以节省约1,000万加元的成本 [17][18] - 公司还为2025年和2026年销售了大量额外的精矿,同样以负TC的方式进行 [19] - 公司已经为2025年全年铜价设置了4美元/磅的最低价格保护 [39] 公司战略和发展方向及行业竞争 - 公司正在推进吉布罗陀矿山的过渡,将从主要依赖吉布罗陀矿区转向依赖康纳矿区 [14][15] - 公司认为佛罗伦萨项目已经完全获得资金支持,未来18个月内将进入全面建设阶段 [22] - 公司最近完成了5亿加元的债券再融资,将有利于为佛罗伦萨项目提供更加灵活的资金支持 [23][24][25][26][27][28] 管理层对经营环境和未来前景的评论 - 管理层认为当前铜精矿供应短缺的局面短期内难以缓解,这为公司带来了良好的销售价格优势 [17][18][19] - 管理层对公司在吉布罗陀和佛罗伦萨两个项目的发展前景表示乐观,认为这将大幅改善公司的信用状况和偿债能力 [28][40] 其他重要信息 - 公司在第一季度完成了对剩余12.5%吉布罗陀矿权的收购,并与合资伙伴达成了灵活的付款安排 [29][30][31][32] - 公司在第一季度的财务报表中确认了1,500万加元的收购收益,其中1,330万加元实际上是在3月底前实现的经营利润 [32][33][34] 问答环节重要的提问和回答 问题1 **Craig Hutchison 提问** 询问公司2024年、2025年和2026年的铜精矿销售合同覆盖比例 [43][44][45] **Stuart McDonald 回答** 公司已经销售了2024年全年的精矿产量,并在2025年和2026年分别销售了160,000吨和220,000吨的精矿,占到了当年产量的75%-80% [44][45] 问题2 **Craig Hutchison 提问** 询问公司运输成本大幅上升的原因,以及未来是否会持续 [46][47][48][49] **Richard Tremblay 回答** 公司近年来一直需要依赖卡车运输将精矿从吉布罗陀运至海岸,这是导致运输成本上升的主要原因。公司正在努力恢复铁路运输,但短期内仍需依赖卡车作为补充 [47][48][49] 问题3 **Craig Hutchison 提问** 询问公司是否考虑重启吉布罗陀氧化物SX/EW厂,以及产能规模 [50][51] **Richard Tremblay 回答** 公司正在评估重启吉布罗陀氧化物SX/EW厂的可行性,主要取决于是否有足够的氧化矿堆存,预计2026年有可能实现重启。公司也在评估是否可以提前实施 [51][52]

Condensed Consolidated Interim Financial Statements March 31, 2024 (Unaudited) TASEKO MINES LIMITED Condensed Consolidated Interim Balance Sheets (Cdn$ in thousands) (Unaudited) March 31, December 31, Note 2024 2023 ASSETS Current assets Cash and equivalents 157,661 96,477 Accounts receivable 13,296 16,514 Inventories 9 140,604 122,942 Prepaids 6,284 8,465 Other financial assets 10 4,643 5,057 322,488 249,455 Property, plant and equipment 11 1,475,021 1,286,001 Inventories 9 31,195 17,554 Other financial as ...