Ivanhoe Mines Ltd. T.IVN

$10.5 B US @ $4 copper.. Just for Kamoa-Kakula- 2nd phase

[alvarez2]

#DidYouKnow - According to an independent 43-101 dated 09/2020, the 7.6-Mtpa Kamoa-Kakula PFS model features a US$10.5B NPV8% and a 93% IRR at $4.00/lb. #copper. The Phase 2 mill expansion now is targeted for Q3 2022. Please visit www.ivanhoemines.com for disclosures.

[Drksideofmoon]

Exactly, and that’s in USD so the CND amount is even higher. Also, that is just K&K. 

[alvarez2]

In US dollars, only accounts for K&K......not WF or Platreef or Kipushi and copper is likely to head much higher before it plateaus. I'll bet we'll be fast tracking towards phases 3 & 4 as well. The pay back period for the initial development was 2.5 yrs at $3 copper . That time frame just got significantly shortened.

[Luxor63]

This post has been removed in accordance with Community Policy

[Luxor63]

This post has been removed in accordance with Community Policy

[MrBack40iii]

Well-timed social media post. Posters complaining about a C$10B market cap for IVN are out to lunch. You don't even need an 8% discount rate, phase 2 will be in production next year. And none of that NPV8% even considers the other amazing assets. Rock on.  

[PistolTuco]

So whats your share price target then for 2021-2022?

[up2005]

I am looking for $ 13.50 - $ 15.00

[45yessss]

I'm thinking they move this to a second and third stock exchange sometime this spring and we see about $20

[alvarez2]

I don't have a price target for 2021 -22. I wouldn't be surprised to see it $12 or more this year but reallly doesn't make much difference to me because it'll be much higher in 2023 and beyond. We're just at the start of the cycle and I'll be holding until Kamoa/Kakula are in full production reaping the benefits of record copper prices and Platreef and Kipushi are also

[Luxor63]

This post has been removed in accordance with Community Policy

[singsingasong]

Tippy is long gone.

[afewdB54]

yes but, be careful. You left out the market.  If the market has crashed or is in some other depressing funk, SP could be quite different.   Youre talking good market or market peaking.  Also for W Forelands, naturally some shares will go to the community and government.  Thanks for the postings.

[alvarez2]

The market tanks, so what. The thing about owning a great company like this......it will be one of the 1st to bounce back. Those that don't get it will foolishly sell into the panic and those that do get it, will take advantage of them........just like 2016. We are sitting in the sweet spot. We've got the best/biggest assets they're fully funded and have next to nil for debt .