Taseko Mines

$Taseko Mines(TGB)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001079973-25-001712  Size: 7 KB 网页链接

$Taseko Mines(TGB)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001079973-25-001710  Act: 34  Size: 8 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001171843-25-007269  Act: 34  Size: 304 KB 网页链接

$Taseko Mines(TGB)$ 塔世科 Q3 2025 MD&A 核心结论 | Taseko Q3 2025 MD&A Takeaways
你贴的是 Taseko Mines（TGB）2025 年三季报 MD&A 原文，我按我们约定的“材料驱动金铜杠杆 SOP”给你做一轮：先摘要，再投决，顺带风控与认知更新。
1. 文件摘要 & 关键数据（从运营...

你的长期多头逻辑（核对版）
需求端长期扩张
人均物质需求攀升 + 住房/汽车/电气化程度提高。
电气化加速 ：AI/数据中心=“用电×配网”，新能源把集中式发电改成“集中+分布式”并存 → 更多变压器/电缆/铜排 。
老旧基础设施更新 （欧美/日本）+ 新兴市场城镇化 → 刚性增量...

$Taseko Mines(TGB)$ 铜价还没怎么涨 这个矿今年已经翻倍了

$Taseko Mines(TGB)$ 最大的利好就是有个新繁荣的矿区停止了官司诉讼，那个地区据说是世界上最大的铜金矿区之一，跟踪一下后续的情况，还有一个叫佛罗伦萨的矿新增产能比较多，而且成本较低。

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001171843-25-006442  Act: 34  Size: 27 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001062993-25-016124  Act: 34  Size: 6 MB 网页链接

$Taseko Mines(TGB)$ SUPPL Voluntary Supplemental Material by Foreign Issuers [Section 11(a)] Accession Number: 0001062993-25-016196  Act: NE  Size: 760 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001171843-25-007138  Act: 34  Size: 15 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001062993-25-016109  Act: 34  Size: 31 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001171843-25-006581  Act: 34  Size: 26 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001062993-25-016213  Act: 34  Size: 301 KB 网页链接

$Taseko Mines(TGB)$ FWP Filing under Securities Act Rules 163/433 of free writing prospectuses Accession Number: 0001062993-25-016111  Act: 34  Size: 19 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001062993-25-016105  Act: 34  Size: 14 KB 网页链接

$Taseko Mines(TGB)$ SUPPL Voluntary Supplemental Material by Foreign Issuers [Section 11(a)] Accession Number: 0001062993-25-016100  Act: NE  Size: 760 KB 网页链接

$Taseko Mines(TGB)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001079973-25-001847  Act: 34  Size: 8 KB 网页链接

$Taseko Mines(TGB)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001062993-25-016692  Act: 34  Size: 1 MB 网页链接