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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

Comment by chintzyon Feb 11, 2021 8:25pm
451 Views
Post# 32548411

RE:RE:The news release

RE:RE:The news release
$10 SP is $12 billion market cap and I always keep my expectactions conservative so I've never thought that this could get to that valuation until into 2022 earliest but I'm now wondering if we can't get to it later this year. Look at this confluence of storylines that will be going on, most if not all by end of summer:

- mining and shipping Cu from Kakula.
- report of extensions of Bonanza Zone, Kiala and Makoko massive high-grade Cu discoveries.
- report of new discovery of massive high-grade Cu elsewhere on WFL.
- Cu at $4 or close.
- leftist populist govts. ascendant in Peru and Chile discouraging investment.
- indications that EVs and are going into the steep part of the S-curve of technology adoption.
- infrastructure spending kicking-in all over the world including lots of green energy.
- Cu supply shortage of a couple hundred thousand tonnes.
- Covid being close to under control.
- No stock market meltdown.
- On or ahead of schedule on expansion of Kakula/Kamoa to 7.6Mtpa.

There's a good chance most of these will hit, that would be quite a stew and should easily get us to $10 by Q4.
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