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    Does Taseko Mines (TSX:TKO) Joining the S&P/TSX Index Reshape Its Institutional Appeal?

    Simply Wall St·12/25/2025 18:14:43
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    • On 13 December 2025, Taseko Mines Limited (TSX:TKO) was added to the S&P/TSX Capped Composite Index, broadening its presence in the Canadian equity market.
    • This index inclusion can attract benchmark-tracking funds and increase liquidity, potentially making Taseko more accessible to a wider base of institutional investors.
    • With Taseko’s recent inclusion in the S&P/TSX Capped Composite Index, we’ll now assess how this affects its evolving investment narrative.

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    Taseko Mines Investment Narrative Recap

    To own Taseko Mines, you really need to believe in copper as a long-term story and in the company’s ability to turn Florence and Gibraltar into consistent cash generators, despite recent losses. The S&P/TSX Capped Composite inclusion may help near term by improving liquidity and visibility, but it does not change the core catalyst around Florence coming online or the key risk that high capital and operating costs could pressure margins if copper prices soften.

    The index additions in early December land just weeks after Taseko reported Q3 2025 results showing higher sales but a net loss of CA$27.84 million, underlining that the investment case still hinges on future operational improvement rather than current profitability. Against that backdrop, the recent CA$150.255 million equity raise in October looks most relevant, as it supports project funding but also adds to the dilution investors now need to weigh against the upside from coming catalysts.

    Yet behind the index inclusion and growth plans, investors should be aware of the heavy dependence on a small number of assets and what happens if Florence or Gibraltar run into...

    Read the full narrative on Taseko Mines (it's free!)

    Taseko Mines' narrative projects CA$1.2 billion revenue and CA$257.2 million earnings by 2028.

    Uncover how Taseko Mines' forecasts yield a CA$7.08 fair value, a 8% downside to its current price.

    Exploring Other Perspectives

    TSX:TKO 1-Year Stock Price Chart
    TSX:TKO 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community span roughly CA$4.57 to CA$27.28 per share, showing how far apart private investors can be on Taseko’s prospects. Set against this wide range is the same core issue you need to think about: whether the Florence Copper project and Gibraltar improvements can offset permitting, cost, and concentration risks over time, which is why it pays to weigh several different viewpoints before making up your mind.

    Explore 4 other fair value estimates on Taseko Mines - why the stock might be worth over 3x more than the current price!

    Build Your Own Taseko Mines Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.