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@barracuda Rick Rule visiting $ivn in SA and Congo
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@Dunite Well, that will be interesting for IVN and CDB and will cause a share jump. Must be planning on investing even more heavily in Ivanhoe and sister companies holdings...
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@Vaughan @Dunite, why would a site visit to $ivn by rick rule have an impact on cdb? And he might not be looking to invest more heavily, as he has already stated that $ivn is his biggest personal investment ever (based on his cost base thst is).
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@Dunite It may not if by SA @barracuda meant South Africa and Platreef. If by SA @barracuda meant South America and Rick Rule visits there, then the Ivanhoe Industries, HPX/Cordoba, RF connection comes into play. Hey, I hold holdings in both companies. So I am happy if both go through the stratosphere.
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@Vaughan Haha ok i see, i assumed south africa as ivn has a project there. Cheers @Dunite.
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@oljenks @PamplonaTrader really appreciate all your input. Just wondering if you have put any research or have any thoughts on $IVN
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from @pamplonatrader,
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@CautiousNow I've ridden this one with a nice position at about $1.10 without selling any to date. Despite the obvious upside over the longer term, I'm looking at starting to reduce my position with a view to a potential exit. Ultimately, this just reflects the relative value proposition that it's soon at the point at which a further double from those levels does not seem as likely as some other opportunities that are likely to emerge if the market starts to get legs. Curious about how other holders are looking at this one.
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@Wannabeinvestor I've been in since 70ies and have unloaded ca 40%. Once at 3 and once at 4.10. Planning to hold the rest until news from the strategic alternatives review. I expect it to be split into two if nothing else, base metals and Platreef
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@DJS I bought a large position around $1.10 and have already taken out half at a decent profit. Given its strong growth over the past 6 months, it's still in my top 5 or so holdings in terms of value. This is a very special deposit and I believe that $IVN still has at least a double in it. Rightly or wrongly, I'm holding the rest until $IVN is taken out or has some other form of liquidity event.
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@Powderhound1 Holding all till Review, haven't sold any, bought down to 65c
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@Geoffgm3 Do we know when the review is $IVN
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@CautiousNow Really surprised $REG doesn't get more love on CEO.CA or SH. With the track record of management, the quality of the asset and the cash in hand, it looks like relatively low hanging fruit. I'll probably start shifting some money out of $IVN shortly, and this seems like a nice play for some of those proceeds to add to my existing position if it doesn't run away on me first.
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from #reg,
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@nicholaslepan $IVN Ivanhoe Mines is having a very active day; 2,980,000 million shares traded, the stock is down 1 cent to $4.67.
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from #index,
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@ggallant @cautiousNow I like $reg also, IKN/OTTO is a fan... I'm holding, it'll have it's day!
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@bullionaire $IVn has done well too.. DRC.
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from #index,
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@ggallant $ivn done well is an understatement! I got in at $1.52, should have loaded up below a dollar
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@PamplonaTrader @bullionaire $KAT next door to Mutanda and $IVN. $KAT next? $NZC.AX also emerging #copper #cobalt play.
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from #index,
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anonymous Look at $IVN - $3.7bn market cap and they own 40% of Kamoa-Kak and 2 other assets that I would argue are getting little value. That equates to nearly a $10bn value for Kamoa-Kak on 100% basis...Arrow more strategic asset in that it will likely produce 25% of mined supply in a commodity. Anyone that thinks $NXE is topping should get their head checked.
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from #nxe,
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@ggallant @nobshere I look forward to it, hehe, 20 years have prepared me for this and I'm not gonna repeat buying at the top of a bull market as a 22 yr old... Happy to say that Friedland was front page delivered to my FP every day with DFR has... 20 yrs later, included me in his winnings with $IVN and his son in $gxu amazes me how much the big P - People has so so much to do with your success in who you follow.
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from #index,
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@nicholaslepan FT Consensus Recommendation for $IVN mines: As of Feb 15, 2017, the consensus forecast amongst 7 polled investment analysts covering Ivanhoe Mines Ltd advises that the company will outperform the market. This has been the consensus forecast since the sentiment of investment analysts improved on Nov 08, 2016. The previous consensus forecast advised investors to hold their position in Ivanhoe Mines Ltd. The 7 analysts offering 12 month price targets for Ivanhoe Mines Ltd have a median target of 5.25, with a high estimate of 10.00 and a low estimate of 2.75. The median estimate represents a 8.02% increase from the last price of 4.86. $IVN is currently trading down 7 cents to $4.79 on 6.2 million shares.
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from #index,
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@PamplonaTrader Re-posting from anonymous: "Look at $IVN - $3.7bn market cap and they own 40% of Kamoa-Kak and 2 other assets that I would argue are getting little value. That equates to nearly a $10bn value for Kamoa-Kak on 100% basis...Arrow more strategic asset in that it will likely produce 25% of mined supply in a commodity. Anyone that thinks $NXE is topping should get their head checked." https://ceo.ca/nxe?f8ef9ce375c3
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from #nxe,
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@lukejackson Ivanhoe Mines quietly surpassed the $4.75 mark - their 2012 IPO price. Placees are finally in the money! $IVN
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from #index,
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@barracuda @Goldfinger Good news for $IVN as it means money is available for Congo projects. And for my dead in the water $KGL
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from #copper,
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@tumbleweed not seeing live bid/ask and other #pros data for $IVN #feedback
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@londonkiwi 5 bucks - congrats longs. Feeling sick I sold half my position back in the mid 2s
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@PamplonaTrader A week ago an anonymous poster wrote this: "Look at $IVN - $3.7bn market cap and they own 40% of Kamoa-Kak and 2 other assets that I would argue are getting little value. That equates to nearly a $10bn value for Kamoa-Kak on 100% basis...Arrow more strategic asset in that it will likely produce 25% of mined supply in a commodity. Anyone that thinks $NXE is topping should get their head checked." https://ceo.ca/nxe?f8ef9ce375c3 Given that annual mining output is over 160Mlbs, he/she is suggesting Arrow will be producing over 40Mlbs a year. I don't know who this anonymous poster is, but if he/she is correct the PFS at the end of the year will need to show over 350Mlbs indicated to come close to supporting that kind of a production rate (40Mlbs per year / min 8 years of mine life). Here @bernardshaw shares his calculation of the resource to date, wherein he estimates 360Mlbs indicated and 600Mlbs total: http://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1c9rq7o-A2HG%20assessment%20Feb17.pdf Another PTCharts member @cole119, who has a very good handle on the situation, has been suggesting a takeout price closer to $10/sh. The math only works if @anonymous and @bernardshaw is right. Connect the dots how you will... in my mind, I think there is a good chance the updated RE will surprise to the upside and far exceed my modest estimate of 400Mlbs. Maiden Resource grade shell (201Mlbs) vs current grade shell: http://imgur.com/ikzXaZM+
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from #nxe,
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@nicholaslepan Overbought stocks of last week, stocks with a high RSI (relative strength index) $IVN RSI: 83.1, $NG RSI: 78, $ABX RSI: 76, $ASR RSI: 71
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from #index,
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@TheNextBigRush Loving all the momentum on $IVN, but my goodness does that chart look scary on the last 3 months.
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wannabeinvestor Yes, this could have a BIG reversal shortly.
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@Finanzr My hands got shaky. Today I sold out my $IVN position at 5.0 CAD (give or take, as I trade in €). Selling it somehow does not feel right. It actually feels quite bad - but I made ALOT of money with this and my brain told me to book the profits and take it elsewhere. Good luck to all who have tighter hands on this one! And special thanks to @jayfire who brought this stock to my attention in early 2016.
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@Vaughan You guys trying to shake me out?
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@Finanzr @Vaughan Not at all - there probably is an endgame for Friedland and the SH at a much higher price. And if you look back the last 12 months, selling was always a bad idea as one could have only bought back in at higher prices (except maybe the bump in Dec 16). That is why I feel bad about selling it... But I have made good money and thought it is always good to sell after a significant leg up. Also, if you look at my selling of $KAT today: I peeled some shares at .51, only to see it run up another .10 shortly after. Boy does that feel schtupid :)
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@Vaughan I should have put a ;) behind my comment.
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@Finanzr Stay strong ;)
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@Vaughan Im in sub a dollar as well @Finanzr, and congrats on the investment. I sold my cost at $3, half my holding at $5.00, and the other half will ride forever..... or to $10, whichever comes first ;)
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@CautiousNow This is moving to the point at which I'm starting to look at it through the lens of relative value. I like the projects, and believe that the long-term price will be two to three times current levels. That being said, what is the likelihood of another 50% gain from, say, $5.50-6.00 over the next three months relative to some of the other quality opportunities available in the marketplace that haven't had a comparable run yet?
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@Jayfire @Vaughan @Finanzr @TheNextBigRush Congrats on the big wins guys! I got out of $IVN at exactly $4 and now feel like a total idiot... So you guys did a lot better than me! ;)
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@Jayfire Definitely, it felt WRONG to sell, oh well that's how it goes sometimes... #goodproblemtohave
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@TheNextBigRush @Jayfire thanks, Jay!
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@Vaughan Still thinking of moving you $ivn funds to $reg @CautiousNow? To be honest its one name im thinking about....
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@CautiousNow @Vaughan Shhhhh. It's a secret....It would meet the relative value proposition if you could get a fill without moving the needle on the price.
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@NordicDrill @MiningBookGuy I wonder if the fall mentioned by #ResourceMaven already started, as within the last few days my ownings that have been on steady rise for the entire beginning of this year have taken quite a hit, for example $IVN was over 5 CAD, now it's down to 4.82 same for $SAND, $AZX, $ORG, $IMG... It's been a big overall fall everywhere
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from #mbgtrends,
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@Finanzr Rolled some of my $IVN proceeds into $ORG at .40 I am not at a full position yet, so could load up a bit more if it continues to drop.
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from #org,
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@nicholaslepan $IVN Ivanhoe mines is down 7 cents to $4.70 on 2.359 million shares. On Monday, a South African Judge overturned a court order that halted the removal and relocation of ancestral graves at Platreef. The Judge cited the benefits that the project will bring to the living, and the court order was delaying construction.
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from #index,
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@PamplonaTrader Wonder if some in $IVN are rotating to $KAT to buy the dip. #copper #cobalt
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from #index,
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@ggallant trade my $ivn for $kat @PamplonaTrader, no thanks...
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from #kat,
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@CautiousNow I wonder if $IVN will try to make a splash at PDAC.
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@Vaughan I agree with you @nobshere in so far as it is best to not make tax planning your main priority. However, all of the thought you put into holding on to winners, or not knowing if something is a winner or not, is Too thought out. As an example, i sold a good portion of my $ivn just the other day when i hit $5/sh. I paid under $1/sh, making $ivn a 4bagger for me. Thâts a pretty decent return for sure, but at the end on 2016 was also a good return. So had i wanted to sell my $ivn in december, i would have had to think about the tax implications and most likely would have sold my shares at the beginning of the new year instead. This would allow me to hold on to the entirety of the proceeds of sale until april 2018, therefore giving me the opportunity to use the taxmans money throughout 2017.
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from #index,
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@Fried Robert Friedlands' Ivanhoe Industries bought 2,000,000 $CDB Shares! Transaction that was announced on the 23 February. See Link:.https://m.canadianinsider.com/company?menu_tickersearch=CDB%20%7C%20Cordoba%20Minerals More importantly, the 2,000,000 warrants that they purchased have an exercise price of $1.50 !!! $COPPER $IVN
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