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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 Aug 21, 2021 11:20pm
329 Views
Post# 33745697

RE:Now here is the interesting part.

RE:Now here is the interesting part. Right the tax breaks that we will benefit from initially are pretty huge actually. My estimate of $1 billion CAD free cash at Phase 2 is after %35 tax, but that is not the case initially. I copied a few clips on taxation from the 2019 IDP Section 22 and 24. Development costs, tax losses from previous years and even exploration costs are recouped before the corp. income tax is applied and yeah don't forget the %20 DRC share of development costs that we have been carrying. So cash flows potentialy $1.75 billion C at $5 Cu for Phase 2, if no tax, on a full-year of steady-state basis for 2023. Those tax credits will get wiped out pretty quickly at that rate.

It seems like a benefit being realized for all that financing raised from equity instead of debt. The tax-exempt profits fill up our coffers instead of going to loan re-payments. Even though our cut of the profits is less because we sold off so much equity, the cash flows are still huge.

1-2 $billion can pile up pretty rapidly in this scenario giving RF plenty of scope to put it to work. It seems like our share of Phase 3 and the smelter can easily be paid from profits and those costs will also be tax deductible - maybe the recently arranged credit facilities won’t be needed or only minimally, more like contingency.



24.2.1.2 Taxation In the DRC, companies that are holders of mining rights are subject to 30% taxation on net income. The economic model applies this taxation rate after accounting for operating costs and depreciation on capital investments.

24.2.1.3 Royalties The royalty is due upon the sale of the product and is calculated at 3.5% of the gross commercial value of non-ferrous metals.

Tax Losses
Tax losses from a financial year may be deducted from profits earned in subsequent years up to the fifth year following the loss-making period. The aggregate exploration expenditure may be claimed.

Research and Development Costs
Research and development costs capitalised during the exploration and construction phases may be amortised over a period of two years from first production, with losses resulting from such an amortisation allowed to be carried forwards. These costs include exploration, owners’ costs, certain underground development costs, and interest paid on shareholders loans.

Depreciation
Specific mining assets dedicated to mining operations, with useful lives between 4–20 years are depreciated on a straight line basis. Non-mining assets are depreciated in accordance with the common law. The common low provides different depreciation rates for various assets, e.g. 10-years for plant and equipment.


topadvisor1 wrote: From our EARNINGS, we will than be subtracting our deductions like:
EXPANSION COSTS, PAYBACK AND INTEREST ON ANY LOANS, SUBTRACTING THE COST OF CARYING THE DRC'S GOVERNMENT 15% OWNERSHIP DEVELOPMENT COSTS WHICH WE ARE NOW PAYING ON THEIR BEHALF so we will show NONE OR LITTLE PROFITS so our taxes will BE SMALL OR NONE for a few years. 


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