RE:6 Topics I am hoping for discussion of in Q2 Earnings Call Questions I would ask:
1) Given IVN only owns a portion of each of their three active assets (40% of Kamoa-Kakula mine, 62% of Kipushi project, 64% of Platreef project), with Western Forelands a question mark re. eventual ownership % given it's an exploration-stage asset that will need to be funded up to production, do you believe IVN, at a current market cap of 22.6B, is fully valued with company-forecasted good news perhaps already baked into the current share price and thus will likely mimic the average share price performance of other copper/metals producers for the foreseeable future?
2) Do you believe the forecasts for copper demand over the next decade are overestimated given the slower than expected transition to EVs in both North America and Europe and the abundance of inexpensive and reliable oil and natural gas in North America and Russia (exports to China) along with Middle East oil as sources of power, particularly if current monetary incentives / regulations for switching to more environmentally-friendly power options are changed / discontinued?