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Ivanhoe Mines Ltd. T.IVN

Alternate Symbol(s):  IVPAF

Ivanhoe Mines Ltd. is a Canada-based mining, development, and exploration company. It is focused on the mining, development and exploration of minerals and precious metals from its property interests located primarily in Africa. Its projects include Kamoa-Kakula Complex, Western Foreland, Kipushi and Platreef. The Kamoa-Kakula Complex project is a stratiform copper deposit with adjacent prospective exploration areas within the Central African Copperbelt, approximately 25 kilometers (kms) west of the town of Kolwezi and approximately 270 kms west of the provincial capital of Lubumbashi. The 17 licenses in the Western Foreland cover a combined area of 2,407 square kilometers to the north, south and west of the Kamoa-Kakula Copper Complex. The Kipushi Project lies adjacent to the town of Kipushi and 30 kms southwest of the provincial capital of Lubumbashi. Its Platreef project is situated approximately eight km from Mokopane and 280 km northeast of Johannesburg, South Africa.


TSX:IVN - Post by User

Bullboard Posts
Comment by ursusbrumaeon Dec 30, 2014 1:58am
287 Views
Post# 23271177

RE:what might happen....

RE:what might happen....I understand the concept of the pure play premium vs the conglomerate discount.  However, I am leery of investment bankers pushing for costly corporate activity which does not provide economic value.  Having the diversification in addition to quality is reassuring for the moment and I don't see the hurry to cash out.  Strategic partners can bring deep pockets but retaining a maximal economic interest and remaining the operator on each project allows for the company to participate maximally in the value creation.  Outside of such JVs, which would make sense, what is the benefit of spinning out assets other than to create pureplays to serve as more bite-sized trading sardines?  And then one may wonder about the administrative synergies lost.  And what of the other exploration assets?  Maybe if it remains a convoluted mess it will go to 30 cents in 2017 and if you've got a few quarters left you can pick up more shares in the aftermath the great economic collapse.
Bullboard Posts