RE:RE:RE:RE:RE:RE:RE:Brand New Presentation (TD Conference 27-Jan)1 although copper will be the first product, this is not just a copper company.
2 this on the verge of becoming a growth company.
3 the copper is premium copper.
It has extremely low arsenic levels and other producers will need Ivanhoe copper to blend with theirs to dilute their arsenic levels.
“Green” copper production will shortly also be a premium product.
The K&K deposit has some of the highest grades by far and will produce in the lowest cost tier.
Check and compare the K&K IRR to the competitors
4 credit to the other poster, extremely low debt.
5 Western Forelands, Ivanhoe has no partners on that huge prospect and already has discovered high grade ore zones.
Could be partnered but doesn’t need to because K&K will quickly pay its own startup and expansion costs and will generate cash to pay for other projects and development, even based on 3.00 copper.
6 take a good look and analyze Platreef.
Gold, Rhodium, Palladium, Platinum, Nickel, Copper
Tier 1 mine
Highert tier in grades and bottom of the cost curve
Extensive amount of land to still be drilled
7 Kipushi (as if it even matters because were really seeing no value for that tier 1 mine at the current stock price)