RE:I think the new money is going to AZ and IVNI hold a lot of both MIN and IVN. I think the near-term upside might actually be better with MIN, as there is a lot of value in abeyance waiting on permits. If that seems to go well (and there are many indications to gauge this in advance of the permits being given) then the upside here is very good, perhaps $1 is not implausible and even higher would not be out of the question.
IVN is worth a lot more and I expect will double again eventually, but I don't see a catalyst for doubling in the next six months. Doubling MIN requires about $55M market cap, easily possible given NPV here. IVN needs $1.8B to double market cap, which is possible if things go well, but a lot more value to bake in. Maybe they will monetize Kapushi, but that won't double IVN. A big deal with a major on Kamoa or more Platreef partnership would be a huge boost. So I see IVN as a medium ot long hold with lots of volatility along the way. MIN is a much more straightforward proposition and by all indications is moving along nicely.
AZ is a good company (with great management in my view) but anything that is 10-bagger in a year won't keep moving like that for long. I took profits last week and was strangely lucky to get IVN under $2 and some more MIN as well. AZ and NCA/CCY have been amazing rides this past year- no complaints or negatives in my view, just a bit richly priced in my view.