Ivanhoe Mines Ltd T.IVN

6 Topics I am hoping for discussion of in Q2 Earnings Call

[waiting73]

My list, not in order of importance. These are all pretty obvious - any thoughts welcome!
 
1. Western Forelands exploration progress - demonstration of continuity between Makoko and Kitoko (?) and implications for development. Indications of trend extension into NE Angola?. The latter is really worth a separate entry.

2. Update on Mokopane Feeder exploration results.

3. Commercial production at Kipushi and future impact.

4. Commercial production at Kamoa Phase 3 and future impact.

5. Path planned for growth and development of Ivanhoe Mines into the world's next major diversified mining company.

6. Risks to world copper mining production and copper price from improved copper recycling technologies.

Just kidding on # 6.

[AlwaysLong683]

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

[AlwaysLong683]

Might as well add a third question: 3) How confident are you that the political risk of operating in the Democratic Republic of Congo will not become a significant problem over the next 10 years given the country remains one of the poorest nations in the world with the majority of its population still living in extreme poverty?

[twogood101]

This Always short is infesting the board with negative narratves. He obviously missed the boat with IVN. When things are good, all miners goes up. When market sentiments are negative, all miners goes down. Nothing to do with Ivanhoe Mines. Year to date : IVN         > up ~ 30% TECK     > up ~ 20% Newmont > up ~ 20% Agnico Eagle  > up