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@flyinthruu Haven't hit 31 on RSI for awhile. http://stockcharts.com/h-sc/ui?s=IVN.TO
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@tumbleweed cannot fathom why anyone would sell this at these levels unless they were desperate
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@Mr.Smokey just added a bit...
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@Ihostlong Keep selling it
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anonymous Charging its way to 3.85
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@tcu head and shoulders top.... where will it stop ?!?! ouch
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anonymous 3.85
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@tcu I hope so. Riding freebies but it still stings
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SEDI_bot Ivanhoe Mines Ltd. $IVN just filed 9 reports. View full report: SEDI:IVN
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from #insiders,
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@tumbleweed one of the best mining projects in the world. keep selling your shares...
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@Ihostlong I wonder why its selling so hard though, any ideas?
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@Ihostlong Unsure where the bottom will be
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@Ihostlong but atm i aint buying
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@Ihostlong And indeed we have a head and shoulders top
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wannabeinvestor Sentiment in base and industrial metals continues to deteriorate, there is not much more to it in my view.
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wannabeinvestor investors taking profits. This was a penny stock mere 24 months ago.
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@Dunite Will be a great opportunity to invest in Base and industrial metals in a couple of months when the bottom for the sector occurs.....
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@wannabeinvestor @andrew, that's right, but seeing it a multi-billion cap in 2020ies... I don't know. $IVN is in that category now, but look what do they own...
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from #cdb,
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@Andrew @wannabeinvestor You should follow your instincts and invest in which company allows you to sleep at night. $CDB $IVN
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from #cdb,
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@wannabeinvestor $IVN at support here
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@Ihostlong This might be the bottom
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@tcu what a bounce, lets hope its not the big boys attracting buyers to sell more stock. a trick they use alot. but it did rally off support and bounce hard, also closed at days high. looking good
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@wannabeinvestor 3.75 area proved to be solid support. how it will trade near term depends purely on base metals sentiment. US bond yields are signalling continued macro weakness, so NOT a good omen.
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@FundamentalAnalysis @wannabeinvestor IMO base metals are in a neutral bear market, the supercycle is over.....still money to be made on base metals explorers like $ivn which can potentially buck the trend, but the good days in my opinion is over. With the caveat of inflation coming back BIG. Raoul pal did a good presentation on real vision about a year ago, and although downside in commodity price is reasonably limited maybe another 20%, there really isn't much upside (occasional whipsawing is expected however, like zinc currently). China have built out excess capacity....and the future markets look sluggish and deflationary. Just my opinion. India will be responsible possibly for the next run up.
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@wannabeinvestor @FundamentalAnalysis thanks for you comments. I have a different view. I expect a gradual increase in price driven by supply destruction. The 'electrify everything' business and fossil-to-renewable substitution will keep a bid under metals like copper, possibly cobalt (if Li-ion battery will be the winner eventually). Zn is a pretty well-known supply destruction story playing out right now (or should be). But there will be other industrial/ base metals that I suspect will not trade well unless demand improves a lot, e.g. iron ore, nickel, aluminium. So one needs to be picky about metals and stocks going forward. I am not a big believer in demand-pull inflation here, too many deflationary forces at work (deleveraging, technology/ automation).
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@FundamentalAnalysis @wannabeinvestor Good point about supply destruction, have always kept that idea at the back of my mind to justify why I have some exposure to certain metals as you say. Zinc is quite a small market, and it doesn't take much to tip the scales the other way hence why glencore are being strategic and holding back. I like zinc, but things can turn quickly. Copper the thing is, the mines in production are so large, that costs per lb are relatively low and most of the companies in the industry are muddling through. Although new mines can't come into production for the most part at these prices, current reserves seems large enough for now so supply destruction will take time to play out, and time is the enemy for ceo.ca users LOL. FX also helps certain countries in a big way, in $ terms copper prices are low but not in local currency terms so where supply comes from going forwards is another aspect. Platinum I really have issues with the market the focus is south africa, the depreciating currency helps them, the politics in south africa is bad, yet they have the ability to raise money (despite the Platinum companies losing money) as a result supply destruction is not being allowed to take place thus extending the neutral/bear market. We need to see bankruptcies here....also Platinum competes with the electrification of cars. The market demand for platinum also being small, the high recycling etc...makes it uninvestable on supply/demand basis IMO. So agree picture appears very mixed, but I also keep thinking about how metals in the big picture move together............over decades......so sometimes forced to think at this point is it going up in $ terms or is it neutral/bear long term.
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@barracuda Yup $IVN $NSU $AOI $DYL.AX and Ross Beatty's power company. don't remember that name but it would be easy to google.
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from @barracuda,
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@FundamentalAnalysis @HHorseman good link.....management teams are important in the sense that you can trust that they will somehow find a way of getting things done (no faffing about and making excuses on why things are delayed/over budget etc... they don't need constant monitoring (although its fun to keep up to date with what's happening). we all fret trying to decipher $ORG and all news releases etc someone who just buys a chunk now and just goes off and does something else for a few years will probably find the valuation of their stock substantially higher when they come back. I know I bought quite a bit of $IVN late 2015 and early 2016. I didn't follow it properly at all, apart from initial research, I just assumed robert friedland and team will find a way of extracting the value dispute being in terrible jurisdictions and make it all work. I didn't even realise they made the kakula discovery and how good it was until a month later. I've taken a similar approach with $AXY bought a lot on the dips...did all my initial research and now don't pay much attention to quarterly results etc...just a quick skim and I assume ross and team will find a way to add value and grow the company.
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from #org,
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@HHorseman @SoulMiner At face value, $ORG is absolutely top 2 of companies that I expect could appreciate the most. They are IMHO undervalued and has a lot of potential (and probable) to unlock further value. Their Sudan project is obviously discounted hard by the market, which is also the main reason for Orca to have such a large revalutation potential if the markets perception proves to be false. @FundamentalAnalysis I agree. And as you say $IVN is a PERFECT example. The market doubted, doubted and doubted some more... While it ended up being one of the absolute top performers in the whole complex later. I remember when Rick Rule touted how much he loved the project and the management, but also constantly reiterated that the market hated their jurisdictions (When $IVN was at cirka 0.60). But he thought Friedland would be able to pull it off, and oh boy has he done just that so far... And making the jurisdiction contrarian Rule (and every investor) a big chuck of money in the process. In essence, I would say that there are of course a lot of risks, but given the prospects I think Orca is undervalued based on risk/reward.
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from #org,
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@stateside If they can show that the copper exists a few kilometers south from their initial Mitu discovery along the ore-shale unit it should really capture the markets attention. The ore-shale goes for about 17 kilometers. They are chasing $IVN type distance of ore with good grades. Being in Zambia beats the DRC as Frazier shows the country better ranked than Mexico, Chile, Burkina Faso, Nova Scotia, Brazil, Colombia and many, many, others for mine friendliness.
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from #mma,
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@DJS Anyone know offhand the proportionate value of Platreef to $IVN? Would appreciate even just a reasonably accurate ballpark number. Sincere thanks to all who reply.
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@FundamentalAnalysis @Alan Awesome links, got me more interested in platinum once again. I was borderline giving up on that metal, apart from my stake in $IVN. The EMP idea re: Mining is seriously DEFLATIONARY should technology advance to such a stage and be utilised in mining. Also good points about tesla....
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from #mbgtrends,
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@Gonest JOGMEC bought 10 percent of the Platreef years ago for 200 or 300 millions (i dont remenber exactly). In that moment the deposit was smaller.
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@DJS @Gonest Thanks
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@Bonklonk Ivanhoe Capital welcomes support for a new era of cooperation with China's state-owned enterprises on 'green-development' initiatives in mining, energy storage and new-age strategic metals @Bonklonk http://www.marketwatch.com/story/ivanhoe-capital-welcomes-support-for-a-new-era-of-cooperation-with-chinas-state-owned-enterprises-on-green-development-initiatives-in-mining-energy-storage-and-new-age-strategic-metals-2017-06-12-0160411 #index
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@MiningBookGuy DRC Mining Week Expo & Conference, Lubumbashi, DRC, June 23-24 http://www.mining-journal.com/events/conferences/drc-mining-week-expo-conference-lubumbashi-drc-june-23-24/ #events #DRC #Congo ~AUfrica #index "Randgold’s Mark Bristow, Ivanhoe Mines’ Guy Nzuru and World Bank senior mining specialist Francisco Igualada are among the listed speakers." $RRS.L $IVN
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from ~aufrica,
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@Bonklonk [@Gonest] it was 300 millions btw.
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@tommy New videos: What Do Friedland, Lundin, McEwen & Garofalo Think of Gold?https://insider.kitco.com/category/northernminer/ $IVN $LUG $MUX $G
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from #index,
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anonymous It's already corrected substantially. Amy additional weakness might be a buy opp
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@0Kib Like Zijin at $IVN @clawbongo. Someone who is a producer not just capital provider. Stop jumping hoops without giving adequate thought and take that emotional hat off your head. It doesn't help in the investment process.
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from #cdb,
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@drezinho Definitely a historic low in pessimism. Good contrarian entry point. The asset itself hasn't changed one bit. Thinking bigger picture, how many Friedland development plays have fizzled? Don't get me wrong, I'm a shareholder with a higher entry point, aka a bag-holder. However, I made out quite well with $IVN. I'm not a $CDB seller today since it will be over-sold and most likely will hold my nose and my shares. I'm betting this is more of a setback than a failure.
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from #cdb,
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wannabeinvestor Damn it's ugly in metals
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wannabeinvestor Anyone think $IVN fell victim to the s*** RF cooked with $CDB?
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@racker "South Africa Revises Black Ownership Rules to 30%: South Africa plans to revise its black ownership requirements for mines to 30% (from 26%) to ensure more proceeds from natural resources flow back to the back majority. Importantly, mining companies will also be required to “top up” on projects below the required 30% ownership even in instances where partial ownership was divested by the Black Economic Empowerment (BEE) entity. The proposed charter would also require companies to pay 1% of annual revenue to communities and new prospecting rights will require black control. Companies within our coverage universe that could see weakness today is Ivanhoe Mines (IVN)." - Paradigm $IVN
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from #index,
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@RocketRed 2017-06-16 06:03 $IVN In the News Globe says new mining code may hit Ivanhoe Mines
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from #index,
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@investorGator @HHorseman (i believe it was), brought up a great point recently regarding how the market "doubted and doubted" $IVN, until it didn't. I'm new to this platform, but will try to attach a "2-year Psych chart" showing IVN with Orca $ORG overlay (wud up @Newton !). http://cdn.ceo.ca/1ck8056-ORG%20--%20vs%20IVN.jpg+
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from #org,
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@mineralised http://www.asx.com.au/asxpdf/20170620/pdf/43k1czdskfwglr.pdf Extensive drilling and exploration underway at multiple targets, including at a target with potential for Kakula type mineralisation, 5km south of Kakula license. In parallel to this feasibility due in August/September followed by financing/construction for the high grade Kalongwe deposit (13MT 2.7%cu/0.3%co). $10m+ in cash, under $40M mc, seems to be very good value on the core deposit Kalongwe alone. #copper #cobalt $IVN $MOD.ax
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from #nzc.ax,
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@Ty $IVN It looks like the idealized head and shoulders top pattern is shaping up to script. Be careful here in the event the neckline breaks on a daily close with higher volume. http://cdn.ceo.ca/1cklig6-Screen%20shot%202017-06-21%20at%209.28.49%20PM.png+
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from @ty,
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@Ty Interesting look to the 1 hr chart for $IVN too. The right shoulder on previous chart looks like a little head and shoulders setup.. http://cdn.ceo.ca/1ckljjg-Screen%20shot%202017-06-21%20at%209.51.59%20PM.png+
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from @ty,
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@tcu we are due for news !!!!!! said by end of Q2, hopefully that puts some wind in our sails. im also bullish on gold and bearish on USD. think we see a big reversal in gold and most other commodities leading us into July. some increased accumulation in some of the mining stocks lately as GDXJ and GLD consolidate and look to break out
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