| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 125 | $8.45 | $1,056 | 0.04% | $3.97 | $560 | +112.8% | — |
In short: Named as one of the "very small tracking positions" alongside the concentrated ALDE/SURG core — "inconsequential size for now," i.e. owned and on the bench rather than a sized bet. Same copper thesis; illiquid, no market orders.
Taseko is an actual copper producer in central British Columbia — it mines and sells metal today, so it's a step less speculative than the pure explorers.
Here it's explicitly a tracking position: a deliberately tiny holding, "inconsequential size for now." Investors use these as a way to stay honest — once you own even a sliver of something you follow it properly, and you have a foothold to build on if the thesis starts confirming. So read this as "on the bench, part of the same copper basket," not as a sized bet like Aldebaran or Surge.
In short: The April Pulse Premium pick — mid-tier Canadian producer; Gibraltar (BC) funds the growth, Florence (AZ) just poured first U.S. cathode (first greenfield U.S. copper since 2008) at a ~$1.11/lb C1 cost; tariff-free domestic cathode + locked-in acid. Buy up to $8.50 (~25% upside to the Feb high; ~5x forward EV/EBITDA on 2027 estimates).
Taseko is the April pick. It runs two copper mines — one in British Columbia (Gibraltar) that throws off cash, and a brand-new one in Arizona (Florence) that just started making finished copper on U.S. soil for the first time since 2008. The Arizona mine uses a chemical process (pumping acid underground to dissolve copper, then plating it out) instead of digging a giant pit, and it can make a pound of copper for about $1.11 while copper sells for over $6 — a roughly $5 profit per pound.
The key edge is tariffs: imported copper now faces big and rising U.S. tariffs, but Taseko's Arizona copper never crosses a border, so American buyers can take it tariff-free. Taseko also locked in its acid supply at a fixed price before China's export ban sent acid prices soaring, so the shortage squeezing rivals doesn't hurt it this year. Prins says buy up to $8.50, with the main risk being how quickly the new Arizona mine ramps up to full production.
In short: Reaffirmed as a current copper-basket name (with ALDE/SURG) as majors begin bidding for copper juniors.
In short: The second named "sizable position" — a BC-based copper producer/developer, his other preferred junior expression of the copper-breakout thesis ("there are several others on a short list that have my interest").
Taseko is a British Columbia copper miner/developer — the second of the two "sizable positions" Paulo names as his preferred way to play the copper breakout. Same logic as Aldebaran: rather than trade copper futures, own producers/developers geared to a rising copper price, positioned to be consolidated as majors chase growth in the coming M&A wave.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.