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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
Post by bloomfield18on Apr 13, 2018 3:07am
276 Views
Post# 27877700

Adjustment for Increased Royalties

Adjustment for Increased RoyaltiesThe additional 1.5% of royalties at Kipushi amounts to an additional $147.75 million charge to the Company. Doing the conversion from undiscounted to discounted: For $1.10 zinc, NPV8 is reduced to $612,7 million from $683 million. At $1.00 zinc, Macquarie's five year target price, NPV8 is reduced to $441.5 million from $508 million. Remember, Gecamines gets 32% of that. 

A 12 Mtpa mine at Platreef would clear at least $624 million a YEAR AFTER TAX based on feasibility price assumptions. I say at least, because costs are reduced substantially by economies of scale, moving up from 4 to 12 Mtpa. That's based on profit of $52 a tonne. This is AISC, includes Capex, sustaining capital, operational and transactional costs, applicable royalties, taxes, the works. And the best part is the SA government will appreciate the business. That would be nice for a change.


Bullboard Posts