RE:RE:RE:RE:Ivanhoe at top of RBCs TSX takeover listTop Advisor,
These are not my numbers. They are from Table 24-16 of the most recent June 2017 study. If you don't like it, don't complain to me. Call the company and tell them the engineers and geos got it wrong. Furthermore, this is absolutely the MOST IDEAL scenario. An 18 Mtpa mine, and your favorite UNDISCOUNTED cash flows, because I know the pumpers here don't believe in the time value of money and stow all your spare cash in a mattress.
I would take the RBC analysis most seriously. Many stock market analysts have a personal vested interest in the outcome, either in the form of stock, options, or even as brokers in a future financing. In my experience very few live up to the integrity of a Lawrence Roulston. That's why I refer exclusively to company studies when performing due diligence, as opposed to analyst shills. A buyout is always a possibility. Yet, I don't believe RF would take any offer. I believe he will wait for higher sustained metals prices before trying to cash out. That would maximize his negotiating position. In any case, this recent solemn pronouncements from analysts tells us the new resource estimate and mine plan for Kakula must be imminent. I'm sure whatever numbers they come up with, Top Advisor, you'll express outrage if I try to quote them.