Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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 26, 2018 7:33pm
158 Views
Post# 27624801

RE:RE:Game Changer

RE:RE:Game ChangerGoing Deeper,

This Company doesn't release drill data. And there is simply no way to extrapolate a resource without that data. I no longer believe this is neglect on the part of management. Evidently, since April 2016 the joint venture has drilled 181 km of core. Tabulating 2 to 3 km of core every week for a news release would be a lot of extra unnecessary work.

You are correct that experienced analysts, many qualified professionals in their own right, could come up with their own rough price target based on years of experience. These are all over the place. From $4.50 at CIBC to $8 or $9 at BMO. Yet that's just a price target and not necessarily based on firm resource expansion values. For example, on Oct 30, 2017 BMO didn't reference any particular value for resource expansion anywhere in their report. You don't know if they expect a 25% increase, or 50%. And if two qualified pros like them are not completely sure, then neither would the so-called Big Players know either. 

The last two K-K news events events have been outstanding. The revised 12 Mtpa PEA for K-K in November saw undiscounted cash flow increase 86%. This means Recovered Metal increased proportionately. Now the high grade resource at Kakula has increased by 50%. That means undiscounted cash flow and recovered metal for a HIGH GRADE mine has more than doubled since last summer, when share price traded between $4 and $5. And the expansion continues unabated. By any reasonable measure that could be described as seriously big news. The trouble is shareholders have been so beaten up, they now expect any news to be greeted with apathy in the market.


Bullboard Posts