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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 chintzyon Feb 27, 2020 5:15pm
100 Views
Post# 30743748

Pd

PdPd just chugs higher, doesn't seem concerned about a pandemic.
Stockhouse is showing it up 85 to 2872.
Kitco shows it up 83 to 2754.
Anyone know why the descrepancy? Could be just that Kitco has a lag.

The 219,000 oz. of forecast annual Pd production brings in a whopping $657 M USD (860 M CAD!) to the topline at 3,000/oz. Meanwhile Rd also keeps ticking up and the 14,000 oz. of forecast annual production at 11,200/oz. brings in 157 M USD (205 CAD) to the topline. Cashflow of $1 B USD after the $351 cash cost is in sight at production of 477,000 oz. 3PGM+Au. Great numbers but important to note only %64 of those revenues go to IVN and then there are taxes.

Pt, Cu and Ni are laggard but plenty of time until production for those to move up. It is reasonable to forecast that Platreef could contribute $500 million CAD cash to the bottomline when it is producing. That is a SP of over $6 just for Platreef. 3X that is conservative for 12Mtpa production.
Bullboard Posts