Ivanhoe Mines Ltd T.IVN

Also the phase 4 concentrator is likely to be

[Muffybell1]

placed right next to phase 3 as we did with 1 and 2. Will be interesting what they say about the construction start for the 4th one and it's size. It is now obvious that they will start the construction of 4 before 3 is completed. Damn this company is good. Now since Makoko also has some very good past drill results along with decent size, I again expect that once we have all 4 concentrators and smelter running, that will probably be the next mine since we have all the infrastructure in place and we will need something to continue spending our huge proffits on. It's better than paying taxes. Also, you never know, there could be a future deal betwen IVN and Ivanhoe Electric since we have the cash and they have some good properties in the US and we have the same Brilliant leader in RF. I personally see many possibilities with this stock. And don't rule out Saudies either.

[crow27]

there could be a future deal betwen IVN and Ivanhoe Electric since we have the cash and they have some good properties in the US. Agreed, I believe this will happen. 

[Contrarian58]

i agree. That's their logical path to the NYSE and a stock price that reflects the true value of the company.

[cashtango00]

I don't want that at all.  IVN's bottleneck is 1. human resources  2. capital    NOT PROPERTIES Neither of these is a large issue as you can see from the rapid expansion that is occurring, but why would anyone want to dilute their position in the most prospective properties in the world to do a deal in the US?  IVN has basically an endless stable of prospective

[Muffybell1]

Cash, WHAT are you talking about ??? If we make a deal with IE, it would be for a percentage of THEIR assets, (NOT OURS), in return we would spend money to drill it and if feasable (I am sure it would be) build the mine and put it into production. IE gains by having a GIANT like IVN with its HUGE FUTURE CASH FLOW, while still owning the deposits with IVN. IVN gains by having another country in

[cashtango00]

If the deal was done that way, we are using our capital to drill projects that are 100 miles from generating cash flows.  Spend the money on more prospective land.  They can drill till the cows come home at Platreef, WF, or K&K.  IVN can get a NYSE listing if they want it now, its certainly not dependent on doing some green field drilling in the US.

[Muffybell1]

Don't forget, we discovered KAKULA in 2016, drilled it out and built a mine and put it into production in 2021. That's 5 years from the FIRST HOLE to making money. There isn't another company in the world that has DONE THAT. Anyways, we could argue about this until the cows come home and there is no sense since it might NEVER happen. Time will tell what RF's thinking is. We, have

[cashtango00]

Agree, and my last comment is, yes,  the build-out of K&K has been nothing short of remarkable in terms of speed,  but if that project was in the US or Canada, they would be heading into their 6th year of permitting and negotiations with green parties and first nations tribes.  I trust in the IVN crew to do what's best here.

[gisellekronk]

" heading into their 6th year " , and that would just be to figure out the dimensions of the table the negotiations would take place around . oh canaduh