$IVN 2 online
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@flyinthruu *hasn't*
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@Rulingmining Got to thank @Ty and @HighROI for the heads up on $IVN. Got out before losing on this decline to sub $4.20's.
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@0Kib But it is good to have the Chinese in a difficult jurisdiction like #DRC - a small insurance policy a-la $IVN.... I think eventually this will be a 5m+ oz #gold property (adjacent to a 20m oz operating mine) $ANL.AX
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from @0kib,
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@Excelsior @YoDaddy - My favorite PGM miner at present is $JUP.L $JUBPF because they have revenues being generated at 2 tailings processing centers for #Platinum and #Chrome, and a few larger #development stage projects they are working on with those proceeds. The assets that $PTM $PLG holds are still very attractive, but this is an example where the management has made a string of terrible decisions destroying value for any longer term shareholders. Hopefully it is hitting bottom, as I've started nibbling at it again. The development project that $POM $PLM has is one I like, and they have the built #mill and processing center adjacent to their deposit as a kicker (which will reduce the capital needed to get into production). Recently I've added back in $WG $WGPLF back into the portfolio as it has been crushed in value due to people dogging their deposit through the lens of hindsight and old interpretations, instead of all the work they've done to further develop and reinterpret the geology and economics. In addition some have doubts on their metallurgy, but they published their results and can produce both kinds of concentrates, and just need to do more work, so the market has over-reacted to the downside (as skittish investors so often do). I've even got a wild hair recently and got a small $NRN $NSHRF fishing pole in the water, and want to give them another chance at 2017 drilling. Previously, I had a nice stake in $IVN $IVPAF for some time but took profits. Their project in the northern limb is close to the $PTM Waterberg JV and Extension, so that area looks quite prolific. * Other companies that I'm watching with some PGM exposure are $SLP.L $PDL $PAN.AX $WM $NOT $PGE and $ATL Do you have any other PGM miners that you think are worth a look. I'm open to ideas in this space as it is not widely followed a bit more opaque than other PM miners.
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from @excelsior,
@marketwired Ivanhoe Mines Issues Financial Results and Review of Operations for the First Quarter of 2017 @marketwired/ivanhoe-mines-issues-financial-results-and-review-of $IVN $IVPAF #news/mining
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from #newsroom,
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@wannabeinvestor @lukejackson, better check $IVN's chart after Zijin' investment was announced. Traded at a deep discount for months and months.
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from #cnl,
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@PamplonaTrader Re $NSU and Bisha. There was some really good discussion and sharp insights from @HRA-Coffin, @90bigpicture and @ocotilloredux some time ago. Same issue with $IVN, only out is the Chinese. Does $LUN want that baggage?
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from #tk,
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@wannabeinvestor @PamplonaTrader, pretty sure $LUN will not be bidding for any DRC assets for some time, no way.
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@PamplonaTrader @wannabeinvestor the discussion was with in re: $LUN potential takeover of $NSU.
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@PamplonaTrader It seems the only out for $NSU (Bisha) and $IVN (Kamoa-Kakula) are the Chinese.
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@CautiousNow 129 in regular contest and 3rd in both bonus pick and safest contests. In the regular contest, I'm heavily into $NRN and still believe in the team and the possibility of success in the area. $GMV is still interesting, so I'm hoping for a turnaround and would consider adding if I had cash looking for a home. $ME has been a huge disappointment, mostly because of the total disregard for shareholder communications. Who knows how the big program is coming along? For the bonus pick, I went with $ADZ, and was surprisingly the only person to do so. I assume most know the story on that one. Added a lot this year, most recently at 16.5, and might add further at that level if it dropped again in the face of warrant exercises. I like that the program will target some of the lower risk targets first, as this mitigates the swing for the fences sell off risk and allows for an orderly scale back of my position. In the safest contest, I went with $IVN, $REG and $TRIL (note symbol change on TSX, where the U.S. amounts are being shown. $IVN has wonderful discoveries in less than ideal jurisdictions and the Friedland factor. Still upside, but, on a relative value basis, I hope to be out by fall. $REG is my biggest position by value. I'd been commenting on that one since I joined last June and added most recently at about $1.70. Still lots of legs on that one for the value players, but can be thinly traded. $TRIL is my sleeper and is a biotech in the cancer area with a small float and a strong cash position. Very thinly traded, so subject to swings. Fingers crossed.
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from #stockpickingcontest,
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@flyinthruu Will we get a cross with the 50-day and 200-day? Maybe get some news too? http://stockcharts.com/h-sc/ui?s=IVN.TO
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@engineer Been a while since any drill announcements, would expect something in the next few weeks, reminder that they have 14 rigs in this area expanding resources. From May 11 news release "Nine of the 14 rigs on site were dedicated to resource expansion at Kakula. Coinciding with this expansion drilling, exploration activities were increased on untested parts of the KamoaKakula licence. The Kakula West discovery was a result of the expanded grass roots program with three rigs currently dedicated to this area. "
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@marketwired Ivanhoe Mines announces that Kakula now contains Indicated Resources of 116 million tonnes at 6.09 copper, plus Inferred Resources of 12 million tonnes at 4.45% copper, at a 3% cut-off @marketwired/ivanhoe-mines-announces-that-kakula-now-contains-indicated $IVN $IVPAF #news/mining
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from #newsroom,
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@0Kib Typical #RobertFriedland "The potential exists to find another Kakula. Or perhaps something even better," $IVN
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@0Kib Typical #RobertFriedland "The potential exists to find another Kakula. Or perhaps something even better," $IVN
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from #ivn,
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@Rulingmining Wow! Kakula's indicated resource increased 75% adding an additional 50M t at over 6% Cu and 3% cutoff. 12 rigs turning. New Kakula West target is being explored. Massive. $IVN
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@FundamentalAnalysis Very well promoted talking about 1bn tonnes already which would take it towards Oyu Tolgoi.....given his track record it keeps speculators interested.
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@Rulingmining People critize the promotion for some reason, but Leigh promotes NXE, and I do not think owners of IVN have anything to complain about. I believe I heard Rick Rule say this is his largest personal holding of anything ever.
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@FundamentalAnalysis @Rulingmining Not a criticism....it helps prop the stock up...promotion is part of the mining game, I much prefer companies I own which have a good resource to be promoting smartly without pissing away $$$...I call this smart promotion...
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@0Kib This will be a 100+ Bn lbs #Copper resource eventually. So he's not even doing a stretch promotion yet - not by a long shot and not even close to his own lofty promotion standards.
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@0Kib For context, that will be upwards of US$300-400bn insitu resource at mid cycle Copper prices just from Kamoa/Kakula. And it's all high grade. It's #YUGE
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@wannabeinvestor $IVN: The average true thickness of the selective mineralized zone (SMZ) at a 1% cut-off is 12.0 metres in the Indicated Mineral Resources area and 6.4 metres in the Inferred Mineral Resources area. At a higher 3% cut-off, the average true thickness of the SMZ is 5.3 metres in the Indicated Mineral Resources area and 3.9 metres in the Inferred Mineral Resources area.
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from #index,
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@0Kib Global copper grades are already averaging sub 1% in aggregate. So this resource remains miles ahead of peers on that count. Headline CuEq grades are atleast 3-4x that of Cascabel
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@wannabeinvestor yeah, and this is just one of four assets they own...
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@tcu the other assets seem to fly under the radar and truly get discounted when talking about Market Cap. With impending news on those fronts, im sure that will change soon
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@0Kib It's good to see both @DrunkenSpeculator and @ConservativeSpeculator in the room right now. #RobertFriendland must be doing something right with $IVN
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@FundamentalAnalysis @Alan I think some of the newsletter writers are probably the best ways people promote a company. An ethical newsletter writer doesn't receive options/warrants/fees, they like a company, research it, buy some for themselves (Using their own money) and sell their newsletters to retail investors for ideas. Also a junior company paying a tremendous amount of money for promotion is a little worrying...results are more important, promotion to some extent then takes care of itself.....
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from #mbgtrends,
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@Brendan $ivn was pretty textbook. also, the guys at $atc aren't quite as smooth as Friedland, but the small amount of promo work they have done has been good. They also are great "market timers" in that they always seem to raise just the right amount of money on spikes in their shares and then retrench to their conservative, shareholder friendly ways.
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from #mbgtrends,
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@wannabeinvestor Funny how no-one even mentions $IVN as a play on cobalt.
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from #kat,
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@wannabeinvestor UBS research into EVs https://neo.ubs.com/shared/d1ZTxnvF2k/ if their outlook for EV penetration were to realise, demand for Co should go absolutely bananas over the next 5 - 10 years $KAT $IVN $ARL.AX
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from #kat,
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@Rulingmining @wannabeinvestor $IVN I agree. I think a lot of people get put off by Friedland promottion. I do not know the history of that. RR swears by him. I bought in the $1's at first and haven't had cause to complain. Should have bought more! 2 Tier 1 Copper projects, and still growing. 1 Tier 1 Platinum. They don't even talk much about the base metals they have in addition.
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@marketwired Ivanhoe Mines receives fifth and final US$41.2 million installment payment from Zijin Mining Group as part of Zijin's US$412 million investment in the Kamoa-Kakula Copper Project in D.R. Congo @marketwired/ivanhoe-mines-receives-fifth-and-final-us412-million $IVN $IVPAF #news/mining
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from #newsroom,
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@Rulingmining $IVN In addition to the 2 Tier 1 Copper projects and the Tier 1 Platinum project, IVN has the Kipushi project with an amazing #Zinc resource. Best hole in the world? 340 m at 44.8% Zinc!
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@wannabeinvestor @Rulingmining, yes, no doubt $IVN has some of THEE best assets on the planet. Kipushi's Zn is deep, though, but luckily it's an old mine with shafts in place. If my memory serves the challenge with Kipushi is the lack of a smelter nearby. although with grades that high you almost need no smelter...
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from #zinc,
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@Rulingmining Yes, did read that @ConservativeSpeculator Is that different than what the Canadian government does? A week or so I was looking at Saskatchewan uranium 'royalties'.
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@0Kib Here's an example of a high grade, shallow, top quartile ASIC copper resource - Kalongwe owned by $NZC.AX. It has ~1.3bn Lbs of 2.7% CuEq grades or grades nearly 3x (!) that of $CDB. Owns 85% of project economics and trades at just 2.3c/lb because it's #DRC. It is 18-24 months away from first production. Arguably the cheapest high quality copper resource out there. Interestingly, Kalongwe used to be owned by #RobertFriedland and is just 13 Kms from $IVN's Kamoa-Kakula.
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from #cdb,
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@Excelsior China’s Zijin pays off stake in $IVN Ivanhoe’s #Congo #Copper project Cecilia Jamasmie | about 15 hours ago http://www.mining.com/chinas-zijin-pays-off-stake-ivanhoes-congo-copper-project/ Low #Copper prices force Codelco to revise underground expansion of Chuquicamata Cecilia Jamasmie | about 17 hours ago http://www.mining.com/low-copper-prices-force-codelco-revise-underground-expansion-chuquicamata/ Blow to #Iron ore price as #Chinese steelmakers opt for scrap Frik Els | about 14 hours ago http://www.mining.com/blow-iron-ore-price-chinese-steelmakers-opt-scrap/
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from #index,
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@ConservativeSpeculator Does anyone know how much money $IVN got for its additional 15% stake sold to the DRC?
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@0Kib Nothing as far as I remember. It was sort of an insurance premium paid to ensure greater alignment of interests with the govt
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@DK Any interesting TA on Ivanhoe? I cashed out not long ago, but the chart looks tempting.
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@Alexbear what is going on with the SP this week, downward spiral, pretty soon I wont be breaking even
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anonymous @DK Need @ylr
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@ylr Who summed me ?
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@barracuda 'From the land beyond beyond , beyond all hope and fear, I bid you genie now appear'
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@ylr If you want an unbiased point of view on IVN contact me directly.
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