Ivanhoe Mines Ltd T.IVN

value

[twogood101]

1) Newmont Corp. has offered to buy Australia’s Newcrest Mining Ltd. in a $17 billion deal that would strengthen the US mining powerhouse’s position in copper and gold.

2) Newcrest Mining : at 30 June 2022, Group Measured and Indicated Mineral Resources 2 were estimated to contain approximately 120 million ounces of gold, 25 million tonnes of copper, 100 million ounces of silver and 0.17 million tonnes of molybdenum.

3) Ivanhoe Mines : Platreef’s Indicated Mineral Resources contain an estimated 18.9 million ounces of palladium, 18.7 million ounces of platinum, 3.1 million ounces of gold, and 1.2 million ounces of rhodium (a combined 41.9 million ounces PGMs plus gold), plus 2.4 billion pounds of nickel and 1.2 billion pounds of copper, at a 2.0 g/t 3PE+Au cut-off. Platreef’s Inferred Mineral Resources contain an additional 23.8 million ounces of palladium, 23.2 million ounces of platinum, 4.3 million ounces of gold, and 1.6 million ounces of rhodium (a combined 52.8 million ounces PGMs plus gold), plus 3.4 billion pounds of nickel and 1.78 billion pounds of copper, also at a 2.0 g/t 3PE+Au cut-off

IVN Platreef has similar amount of ore to Newcrest.

IF adding K&K,  Western Foreland, and Kipushi.

Waht is the fair market value of IVN at present ?

[kisedig]

This post has been removed in accordance with Community Policy

[Jacksprat3]

How do I translate that into IVN valoe?

[Muffybell1]

Good one twogood, so based on just that, IVN'S Platreef is worth around 14 DOLLARS and we already know that based on what RF alluded to is that he feels we are GREATLY UNDERVALUED ON K&K. So like I said even recently we are just on K&K and Platreef worth WAYYYY OVER 30 DOLLARS, and than you have to add some value for Kipushi, WF AND THE NEW FEEDER ZONE. So, to make it rather SIMPLE for

[cashtango00]

Thought at some point IVN would spin off Platreef to peel out the value.  I want the exposure as it's a monster, but I feel the value gets lost in the giant that is K&K.  Perhaps when it comes into production with some cashflow attached.  

[BobbyBoy]

Yet it plummets by 4% today... C'mon Toppy!! WAKE-UP!!!!!