Ivanhoe Mines Ltd T.IVN

Awfully Quiet

[crow27]

I believe there is something cooking ..................awfully quiet from the top guns. RF will spill the beans soon enough. IVN is making a lot of money @ $4.65 copper. Lowest C1 costs out there with the highest grade out there ............................yup, somethings cooking.

[crow27]

Something is cooking on high heat folks $$$$

[waiting73]

Interesting times. The article in Mining.com about Zijin was very interesting. Since Zijin CEO stated he regretted not being able to buy Ivanhoe way back when, maybe they have an eye on the WF discoveries as another opportunity? Imagine if they put their hand up with a good offer?

[cashtango00]

Although there are tons of catalysts here, I think the biggest push behind the stock is the settling of copper at higher prices.  IVN is an absolute cashflow machine at 4.50 + Cu, mix in the rapid expansion of milling capacity at K&K and you get a equity valuation adjustment.   

[Dragonflyinvest]

" the biggest push behind the stock is the settling of copper at higher prices."   I wonder if shareholders can appreciate the likely increase in copper prices when mine disruption passes 10%?  Climate change will certainly cause economic damage, while at the same time copper prices will likely rise spectacularly as the global supply is reduced.

[egregious1]

Dragonfly hitting the climate change Koolaid hard!

[Dragonflyinvest]

"Dragonfly hitting the climate change Koolaid hard!"   Ridicule is not rebuttal.  Grow up! Floods and landslides leave 19 dead in Bosnia   7 hours ago “Flash floods and landslides in central Bosnia-Herzegovina have left at least 19 people dead, with towns and villages cut off and reports in some places of homes being almost

[sdakota]

remember the good old days before climate change when there was no hurricanes, typhoons, rain, droughts, floods, forest fires, snowmageddon. God, I long for the days when we were covered in ice.

[RamaMark]

This post has been removed in accordance with Community Policy

[Dragonflyinvest]

It's not like these MAGA minions aren't told the truth.  They just ignore it.. "Helene, a Category 4 hurricane, brought unprecedented rainfall, storm surges and coastal flooding to vulnerable regions along the Atlantic coast. Cities in states from Florida to North Carolina are grappling with floodwaters that have swallowed entire neighborhoods. Thirty inches of rainfall hit

[sdakota]

"in recorded history" are the key words. the econutters cherry pick the years that are CONvenient to them.     NPR reporting 15" of rain, while referrencing hurricane Florence dropping 30" back in 2018. In fact a lot of news outlets are reporting 15" in the Ashville area.     So the bs is record highs.

[Dragonflyinvest]

Typical MAGA nonsense! You post many accusations yet hardly ever provide a source of that information.  Which is “CONvenient” as you misstate or post misleading information on a regular basis.   When you do post the source, it can be fact-checked and thus expose your dishonesty.  You claim that "NPR reporting 15" of rain, …. In fact a lot of news outlets are

[sdakota]

I remember way back in 2019 when: gas was $1.19 a gallon, inflation was well under 1% no new wars, world was safer, no country stepped out of line under Trump US was energy independant, in fact was exporting oil record employment border was secure, no criminals, rapists, murderers coming in,  drugs entering US record low AFGHANISTAN. greatest military defeat and humiliation when Biden/Harris

[Dragonflyinvest]

".A surrunder (sic) to a bunch of goat herders"   Arranged, scheduled, and agreed to by the Trump Administration with the Taliban, but without participation by our ally, the sitting Afghan government in Kabul.   What could possibly go wrong?

[sdakota]

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[stoops]

factcheck.org "The Trump administration in February 2020 negotiated a withdrawal agreement with the Taliban that excluded the Afghan government, freed 5,000 imprisoned Taliban soldiers and set a date certain of May 1, 2021, for the final withdrawal." If you're looking for someone to blame it's probably safe to say lots of people can take credit.

[sdakota]

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[sdakota]

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[JuniorMiner2014]

I thought this was a discussion board about Ivanhoe.  There are plenty of other places on-line to discuss politics.  As for Ivanhoe it has been one of my top performers over the past several years. RF is playing chess while the others play checkers.  Truly impressive set of achievements with plenty more to come.   Best, JM. 

[stoops]

Valid point except for the fact the mines are in an unstable part of Africa....have Chinese part owners.....America is looking at copper more strategically.....politics could jump up at any time and bite us to some degree. Probably shouldn't ignore it completely. Personally I don't mind a little outside discourse, it's a good way to determine whether a poster is liable to offer

[cashtango00]

The mines are not in an unstable part of Africa at all.  Not sure where you got that.

[Dragonflyinvest]

"The mines are not in an unstable part of Africa at all.  Not sure where you got that." Africa: More than 35 Armed Conflicts   Africa comes second in the number of armed conflicts per region with more than 35 non-international armed conflicts (NIACs) taking place in Burkina Faso, Cameroon, the Central African Republic (CAR), the Democratic Republic of the Congo, Ethiopia, Mali

[sdakota]

This post has been removed in accordance with Community Policy

[Dragonflyinvest]

Lies,lies,and more lies!

[chintzy]

A good clip from the recent chat on Kitco https://www.youtube.com/shorts/8Wfv5BxEz2w?feature=share Cu is defying the forecasts of a move lower.  Grid spending will be quasi-defence spending if AI becomes the next geo-political battleground says Hamilton. This seems like Cu becoming a strategic metal, if making sure an adversary doesn't get the AI advantage on you triggers a societal

[Drksideofmoon]

No one expected North Carolina would need to rebuild huge areas that support Spruce Run and Asheville.  over a hundred substations were destroyed.  Spruce Run is so important to the semiconductor industry as it's the sole supplier of the pure quartz needed for the crucible's and Asheville is slated for lithium production.  The roads were destroyed from the storm, along

[Drksideofmoon]

Spruce Pine - correction 

[chintzy]

Excerpt from a Sprott Insights report. If there's already a supply deficit without including demand from AI data centres, Cu could spike up at anytime and it's not an IF but a WHEN question Copper: The Grounding Force of Data Centers As data centers’ AI capabilities grow, so does the need for copper-intensive electrical equipment to efficiently handle increased power densities and