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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 Feb 24, 2018 3:20am
132 Views
Post# 27613706

RE:RE:K-K Worth Approximately $6.27 CAD Share

RE:RE:K-K Worth Approximately $6.27 CAD ShareBroomer,

It's a discount rate. The Company provides various discounts to arrive at their Net Present Value. The undiscounted cash flow is discounted to present time at a given rate. That's because a dollar in 30 years is worth less than a dollar in your hand today. There is a time value of money. The higher the discount,  the lower the share valuation. All values come from the most recent Company Economic Analysis for a 12 Mtpa mine from November 2017.Then I tacked on an additional 25% to account for expansion of the resource. Had I used the standard base case scenario of 8% provided by the Company, it would have been far less value per share. 

The base case scenario from the Company is $7.179 B for the 44 year life of mine.
According to the Company, at $3 copper, using an 8% discount rate for NPV:

($7.179 B x 39.6%) / 790 million shares out = $3.60 share.

By decreasing the discount to 6% and adding 25% expansion to the resource, it nearly doubles the value. Most financial analysts would consider that generous. Once again, this is from the Company's own recent study. You may refer to other reports by various analysts, but I prefer to rely exclusively on the Economic Analysis from the Company itself compiled by Independent Qualified Professionals after years of work. If you consider that foolish, then I suppose you're entitled to your opinion.




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