$IVN 4 online
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@flyinthruu Thanks all for your input.
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@tumbleweed copper down 2.5% and $IVN up 4% looking real nice
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@Ihostlong its getting hyped
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@Ihostlong :)
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@0Kib Zijin owns ~10% of $IVN besides their stake at the Kakula-Kamoa project level and their presence reminds me of Teck's 10% stake in Voisey's bay before its eventual sale to Inco at a crazy valuation. Here were the arguments made by the Teck founder's son to #RobertFriedland then to convince him to allow that stake - probably also true today. "..."Teck would be interested in taking a share position of between 5 and 10% in Diamond fields, and in providing any engineering assistance you would like at no cost during the exploration and pre-feasibility study stages. I would see this as having no strings attached such as any right of first refusal, so that it would not inhibit future third party offers. In fact, it may well serve to make such offers more competitive, given the fact of Teck's shareholding and our own competitive reputation." Keevil wedged his foot in the door by offering Friedland the three things he most wanted - Money, technical support, and additional leverage"
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@flyinthruu Just FYI, I put in a request to IB's risk group to see if they can lower the maintenance requirement. I have been told if they get multiple requests, they definitely look at it harder...I'd love to free up more capital...
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@0Kib #copper is simply responding to recent progress at Grasberg (most recently operating at 40% utilization) and end of strike at Escondida. Doesn't change LT fundamentals which remain super bullish $IVN
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from @lukejackson,
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@0Kib @flyinthruu Yeah 50% requirement is high for a multi billion market cap
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@flyinthruu I'm puzzled because the rep on IB last week said it 60%? I thought it was 50% too.
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@flyinthruu With all the news coming out this Spring, it should only help.
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@k3 as i understand it, margin requirements are not universal; iiroc sets minima, but individual brokers may set higher ones
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@flyinthruu Yeah, the rep said it's staying put for now.
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@flyinthruu Hey, no complaints though. It's been a wonderful 2017 so far as far as IVN is concerned.
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@NickZed $RIO.L nice link on that talk. Friedland hit pay dirt with that Mongolian mine and he's up to it again with $IVN. Interestingly, the chief digital officer at my current job was heavily involved in setting up the mine automation at Rio in a previous life. In open vut mines, when they are boring holes to place explosives they monitor the bore real time to ascertain the minerals contained in the bore hole...then when they go kaboom they know from the bore samples which material not to process and which to process through the mill...
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from @miningbookguy,
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anonymous call me stupid but still accumulating on dips. Robert Friedland is the guy to follow, his next pick is Cordoba Minerals $CDB, waiting for a dip
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@engineer @green I wanted to buy more $CDB. I temporarily sold part of my $IVN position to trade in for a few days - I got 10% in a few hours and took my profits, re-bought IVN and got free CDB shares. I like MOZ but I like my other positions more.
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from #moz,
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@Pete Friedland on the state of copper In a keynote address at Mines and Money Asia in Hong Kong yesterday, Friedland said while global warming remained a contentious debate, air pollution was a crisis that needed an immediate solution. “It’s going to have a wicked effect on some raw materials,” he said. He spoke of a “mushrooming mindset” in Europe and North America regarding the movement to electric vehicles. “The transformation of the auto industry in the next 20 years will be the most significant transformation of our time,” Friedland said. “But it’s in China where we’re going to have the biggest disruption.” Friedland said anyone who didn’t believe the Chinese government’s pledge to return to blue skys was an “idiot”. “The era of electric vehicles is dawning,” he said. “This change is coming at you so fast – the only reason you don’t know about it is that the mining industry is populated by stupid people like me.” Friedland said if one in 10 Chinese cars switched to hydrogen fuel cell cars, global platinum production would need to double to meet demand. “But there’s only one commodity that benefits from the evolution of technology,” he said. “Copper.” Friedland believes copper demand will soar due to its widespread use in new technology and the lack of discoveries. “Don’t worry about the copper price today,” he said. “You’re really going to feel it bite you on the derriere by 2021. “You’re going to need a telescope to see the copper price in 2021!” Friedland said to meet demand, copper production would need to double and it “ain’t gonna happen”. And declining grades and reserves are only going to exacerbate the problem. “Most copper mines today are like little old ladies waiting in bed to die,” Friedland said. Even if no new technology was adopted, Friedland said there still wouldn’t be enough copper. “This is a nightmare coming soon to a theatre near you,” he said. “New technology is wildly copper intensive. Copper will be the most valuable of all metals.” #copper $IVN $ARS $ARS.L $SOLG.L $CGP $REG
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from #index,
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@engineer @Pete does there happen to be a video available online?
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@Pete Friedland on video? Its like finding a cute girl in a bar at 5AM.. aint gonna happen
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@engineer Haha thought so...
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@Bonklonk Best recent "video" of RF was from the African Mining Indaba 2017 conference. It was streamed through a held phone and was up/posted briefly through Periscope - https://en.m.wikipedia.org/wiki/Periscope_(app) If anyone saved this can they provide a copy. I did watch at the time but didn't realise it only appears on Periscope for a very limited time.
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@Pete @luctenhave has some 'recent' video footage i believe
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@poolman @Pete What? at 5am they're all cute until you wake up at 11...
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@engineer https://www.youtube.com/watch?v=YGdG_aDWBns+ starts at 1h10m. From a year ago. Appreciate any links others have :) thx.
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@DJS Thanks @engineer. I just love listening to and reading Robert Friedland any chance I can get, both for the amusement and profit factor.
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@Ihostlong Any reason for this dive?
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@Wannabeinvestor base metals getting slammed, base metals miners selling off big today
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@DrunkenSpeculator Robert's interview with Rick Rule from last year is still up on Soundcloud: https://soundcloud.com/sprott-us-media/rick-robert-final $ivn $ivpaf
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@flyinthruu Boy, almost every time the stock falls back to the 50 moving average, within a short period of time, it climbs back up pretty quickly. http://stockcharts.com/h-sc/ui?s=IVN.TO
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@flyinthruu Maybe it briefly hits the $4.50s before the next trend up?
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@0Kib I hope you are right @flyinthruu
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@flyinthruu Yeah, I'd love to jump back in and buy more. It just seems there's been a pattern over the past five months.
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@FundamentalAnalysis @flyinthruu interesting chart.......
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@FundamentalAnalysis @MiningBookGuy Hahaha absolutely. Managed to catch a good few multibaggers over the last couples of years. Only because even the developers/producers were trading from such a ridiculous level hence my thesis at the time was "I don't even need to take the exploration risk to multi-bag"....but I think good 10baggers from todays prices unless gold/metals go parabolic, they will only be found in explorers as you said and for the most part I'm not into too many explorers bar a few exceptions I still have a holding like $IVN, $GQC, $TK, $SSP etc.... which for the most part have now become developer/explorers...
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from #mbgtrends,
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@0Kib @DrunkenSpeculator Thanks for the link. Great listen.
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@FundamentalAnalysis @JamesKwantes Yup held all the way....started selling more recently re: $IVN
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from #erd,
SEDI_bot Ivanhoe Mines Ltd. $IVN just filed 5 reports. View full report: SEDI:IVN
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from #insiders,
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@tcu Govind Friendland is one of the many anyone is invested in $GXU. His father took $IVN from 50 cents to over 5 dollars in a matter of 1.5 years in a DEPRESSED copper environment. So again, spot doesn't always have ultimate limitation on opportunity. And we are ALL speculators. Weither you are investing in gold, copper, uranium, silver, commodities, or fortune 500 companies!!! Every trade/stoke is a bet. So it's all relative and I couldn't disagree more with what @amicus is saying. Agree to disagree but I think you my friend are very shortsighted in your views. Your thesis is broken and I could drive a mac truck through your due diligence, if you want to call it that. You said yourself we are all just speculators, but you are "speculating oil and uranium" is going down. Guaranteed right. So then who's the fool
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from #gxu,
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@0Kib Excellent article on Robert Friedland @racker thanks.
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@MiningBookGuy Robert Friedland goes to Hollywood http://www.northernminer.com/news/robert-friedland-goes-hollywood/1003785719/ #RobertFriedland #Friedland #Hollywood #IvanhoePictures $IVN #RedRush #copper #NorthernMiner It's 'Robert Friedland week' at the Northern Miner! I like all of Robert's ideas for putting mining in the positive light that it deserves. Other interesting #IvanhoePictures projects listed as well.
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from #index,
@marketwired Ivanhoe Mines Appoints Three Leading Financial Institutions to Arrange Project Financing for the Development of the Platreef Platinum-Group Metals, Nickel, Copper and Gold Mine in South Africa @marketwired/ivanhoe-mines-appoints-three-leading-financial-institutions $IVN $IVPAF #news/mining
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from #newsroom,
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@Bonklonk Ivanhoe Mines April Presentation.... https://www.ivanhoemines.com/site/assets/files/2705/2017-04-25-cp.pdf
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@Iwantmymoneyback I sold $IVN at .70 ( :( ) Which long term investor expects a 5-ten bagger @ $CDB ? Is a >1 year time frame too much to ask? TIA
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from #cdb,
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@flyinthruu Just a reminder, IVN has moved quite well after touching or slightly going below its 50 moving-day-average. http://stockcharts.com/h-sc/ui?s=IVN.TO
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@flyinthruu We shall see!
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