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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. The Company is focused on the mining, development and exploration of minerals and precious metals from its property interests located primarily in Africa. Its projects include The Kamoa-Kakula Copper Complex, The Kipushi Project, The Platreef Project., and The Western Foreland Exploration Project. The Kamoa-Kakula Copper Complex project stratiform copper deposit with adjacent prospective exploration areas within the Central African Copperbelt, approximately 25 kilometers (km) west of the town of Kolwezi and about 270 km west of the provincial capital of Lubumbashi. The Kipushi mine is adjacent to the town of Kipushi in the Democratic Republic of the Congo (DRC) approximately 30 km southwest of the provincial capital of Lubumbashi. The 21 licenses in the Western Foreland cover a combined area of 1,808 square kilometers to the north, south and west of the Kamoa-Kakula Copper Complex.


TSX:IVN - Post by User

Bullboard Posts
Comment by bloomfield18on Jan 29, 2018 7:00pm
306 Views
Post# 27458657

RE:Game is up

RE:Game is upMetals markets are certainly not in corrective mode. Zinc is up another 4 cents today to $1.63. I can no longer calculate NPV because tables in the recent PFS for Kipushi only go to $1.40. Copper is flat at $3.19. The recent 100,000 tonne increase for on warrant LME stocks has not had any noticeable impact on price. The copper market is still expecting a deficit going forward. Platinum and palladium have topped out for now. The good news is SA needs increased tax receipts, and is considering a more hospitable regulatory environment to attract investment.

I prefer a break in the seemingly endless optimism from the broader market. It's not a full retreat as you're making out, Venture Trader. I was worried that if the current trajectory continued unabated, we would have been looking at a sudden 2000 to 3000 point drop in the Dow somewhere down the line. They can't just keep climbing a thousand points every couple of weeks. That would be undesirable and dangerous.

The best news is that the US and wider global economy have finally moved beyond second gear and into drive. The USA is looking at the best economic outlook since the early 70's, very low unemployment, combined with genuine long term business investment, which has been lacking until recently. The only dark spot is the EU. Despite massive QE, super low interest rates of -0.4% (Yes, that's a minus. Believe it or not, they'll pay you to borrow money), and very heavy deficit spending, they can't seem to gain more than short term traction. 

Aside from Europe, which really doesn't concern IVN, I don't see where you're coming up with $2.50 share. Based on what? Do you have any detailed technical analysis to demonstrate why this is the likely outcome?





Bullboard Posts