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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 May 16, 2018 4:53am
158 Views
Post# 28037225

RE:This is why PGMs have a Strong Outlook

RE:This is why PGMs have a Strong Outlook
From the studies I read comparing EVs and ICEs, total cost of ownership is about 1-2k/ann higher for EVs, but battery cost has fallen 75% in 5 years, so this gap may close soon.  Economies of scale and infrastructure are part of this cost disparity, which favours EVs which have adoption momentum.  Total emissions, life of vehicle, including materials and manufacturing, are 25% less for EVs.  As the grid goes increasingly away from fossil fuels to renewables, this advantage should widen.  EVs have higher water and human contact toxicity due to heavy metals and mining.  It is not clear which way this will go, but handling, recycling and disposal practices will be critical.  The lesser emissions are also shifted from cities to lower-density rural areas with power generation and manufacturing.  Although air pollution migrates, cities should have considerably cleaner air.  City folk rule the world, and want clean air.  At 2 million vehicles globally, it seems pretty clear that the S-curve of EV adoption is accelerating upwards.  As far as fuel cell vehicles, they have applications for warehouse and specialised vehicles, with growth potential for large vehicles such as buses.  For small passenger vehicles, it looks for now they are DOA.  PGMs will benefit from ICE catalyst growth, offset by EV market share gains.  Fuel cells are a sideshow.
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