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Ben Davis

Research Analyst at Panmure Liberum

Ben Davis is a Research Analyst at Panmure Liberum specializing in mining and metals sector coverage, with a particular focus on African gold and companies such as Gemfields Group and Ariana Resources. Over his tenure from 2012 to 2024 at Panmure Liberum, and previously at UBS Ltd. during 2011-2012, Davis has established himself as an influential analyst, contributing to notable coverage and investment recommendations in the mining industry. His research reports have been cited by industry leaders and have supported both buy-side and sell-side investment decisions, though specific performance metrics such as success rates and returns are not publicly available. Davis holds robust sector expertise and has maintained a consistent track record of providing actionable insights to institutional clients within the metals and mining space.

Ben Davis's questions to TASEKO MINES (TGB) leadership

Question · Q2 2024

Ben Davis asked about the scope of the new union wage agreement, future inventory level plans, and the primary driver for restarting the SX/EW plant.

Answer

President and CEO Stuart McDonald clarified that the new 3-year contract covers the 550 unionized employees and that finished goods inventory levels are expected to remain stable. COO Richard Tremblay confirmed the SX/EW restart is driven by the economic viability of processing the significant new oxide ore now available from the connector pit.

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