Bullboard - Stock Discussion Forum Ivanhoe Mines Ltd T.IVN

Alternate Symbol(s): IVPAF

Metals & Mining Industrial Metals & Minerals

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... see more

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Ivanhoe Mines Ltd > Copper

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Post by idleweiss on Dec 21, 2023 3:00pm

Copper

This guy doesn't think that copper is going to be in deficit next year. He's quite a good analyst. Covers Franco Nevada so he knows all about Cobre Panama:

https://www.youtube.com/watch?v=KuH0CZbaQ8E

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Comment by Cobalt on Dec 21, 2023 3:09pm

Panama mine shutdown threatens copper’s surplus - MINING.COM

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Comment by idleweiss on Dec 21, 2023 3:39pm

Not according to him.

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Comment by Cobalt on Dec 21, 2023 3:44pm

According to him its all about China nothing about EV's taking 4x the copper and the green movement i also did a fast search and his numbers that china uses 8x? the copper the US does is BS from what i found.

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Comment by idleweiss on Dec 21, 2023 4:02pm

His numbers are ased on housing in both countries which is where most of the copper is going now. Especially after 2007 and 2008. Why do you think these numbers are BS? I am not sure anyone knows yet how the EV numbers will play out. Maybe you should do a "slow" search because your "fast" searches are not getting you the results.

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