Ivanhoe Mines Ltd T.IVN

copper prices far above guidance...

[cashtango00]

I know IVN was using 3.90 Cu as their base case for 2024 in their models and then 4.00 for 2025.  I wasn't able to find a sensitivity analysis to determine what these rising Cu prices is doing to their cashflows, but it should be a two pronged effect.  Aside from standard cashflow, they also receive higher net cashflow from their partners that are repaying their loans back.  

Interesting to see where the stock settles/consolidates.  Been a crazy run the last 4 months.

[crow27]

The run has just begun, so much good news coming at us this year. Drill results, starting up of mines and a pile more we do not know yet ???

[nextime]

FWIW Complication to sensitivity analysis... 2018 rewrite of DRC mining code The New Mining Code has further implemented a super profit tax at a rate of 50 per cent. The super profit tax is due when the commodity prices rise by 25 per cent in comparison to those referred to in the feasibility study. The revenues subject to the super profit tax are then exempted from the profit tax (i.e

[cashtango00]

Its funny because I remember when that was going on back in 2018.   I looked up an article and it talks about IVN trading at 3.50.   Yes outside that tax, they also moved up the royalities from 2% to 3.5% on Cu.  The scope and size of the properties is vastly grown in 6 years.  In fact, people were talking more about cobalt in the DRC than copper given such a large