RE:PLEEZE !!! Marna & Robert, release this ASAP1. ....not to get ahead of ourselves: the CIM definition stipulates that such Independent Mineral Resource Estimate (amongst others) needs to show that "there are reasonable prospects for eventual economic extraction" (not a very high standard). The best practice guidelines (2019) set the standards for physical data and geological knowledge (and we/IIvanhoe are using some very innovative tools that have proven to be successful but are not the market standard). This report is step one,........and way to go till WF becomes a reality/reflected in institutional assessments.
2. ....in terms of getting ahead of ourselves: there is really nothing new on WF, the recent interview was well received, but (i) no indication when there will be a report, (ii) we do not know the outcome and (iii) the spare price has gotten to an all time high. Which in all likelihood reflects the fact that some people have taken positions and others (buying in now) will be surprised when upon release of the report the share price (irrespective of what it says, .....drops ! We have watched this numerous times.
3......finally: the investor interview (2022; somebody put it on a couple of days ago) with a longtime investor made it very clear that the smart guys have partially cashed out (and - holding smaller positions - continue to trade), which clearly reflects investor assessment that the the time for making multiples on the Ivanhoe share price are over. Notwithstanding it is a great mid- to longterm investment (gotta be mindful of the political and strategic risks, though; that will always be reflected in the share price).
Looking forward: all looking good, but (i) if you got significant exposure, you might wanna cash out material part of your investment at this share price level, (ii) and for the rest of the portfolio, ...enjoy the ride; (iii) but increasing your exposure right now is risky bc the current information (and the trading positions taken) is already reflected in the share price (and if people got the inside track,....well/no comment on their strategy). Ivanhoe is a great company that will prosper (but with the caveats I mentioned in earlier mails).