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TSE:IVN

Ivanhoe Mines Ltd (IVN.TO)

12.45
+0.67 (5.69%)
as of Jun 15, 2026, 3:17:34 pm Market Open.
95 watching
0
Investor Insights
star iconJun 15, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Ivanhoe Mines Ltd (IVN-T) has demonstrated a strong position in the mining sector, showcasing significant copper production and operating the highest-grade zinc mine globally. However, the company faces considerable challenges due to structural stability issues in its Congo mine, causing a temporary suspension of operations. These operational setbacks, alongside unfortunate flooding at one of its key mines, raise concerns about potential delays in revenue generation. Despite these challenges, long-term prospects appear promising with projects like the world's largest platinum and palladium mine nearing production. Investment from significant stakeholders, such as the Qatar Investment Authority, highlights confidence in the company's future, although political and operational risks remain a concern for potential investors.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
RGLD, RGLD
TOP PICK

Fantastic chart, ready to break out to new all-time highs. Part of his thesis this year of recommending copper stocks. Likes the setup till end of the year. Very bullish. No dividend.

(Analysts’ price target is $15.99)
HOLD

Has taken profits recently given recent share performance.
Remains substantial shareholders.
Expecting increased production going forward - lots of growth left.
Political risk in Africa.
Excellent management team with Robert Friedland.

DON'T BUY

Political risk given assets located in Africa.
Demand for copper not slowing down.
Better names to own in sector.
Good time to buy - bottom on market. 

DON'T BUY

Often considered a takeout candidate to enhance copper exposure for upcoming energy transition. Building in DRC, the 4th largest copper complex in the world. The location has always been an issue for him. Geopolitical risk seen in discount to peers. 

BUY ON WEAKNESS
Company generating large amounts of cash. Operate largest copper mine in the world. Bringing on highest grade Zinc mine soon. Investor appetite for risk is low given operations in Africa. Currently owns shares in the company. Very strong management and board.
TRADE
Has three world class deposits. With a 14 billion market cap it is not considered an undiscovered stock. Has started production in the Congo - second most important discovery of copper in the world. Copper deposit grades are in the 6% range which is very high. The average world grade is 1/2 of 1%. Also has a zinc deposit moving into production and the largest platinum deposit in the world. There are political risks. Has taken profits but still holds.
BUY ON WEAKNESS
It's too pricey and the stock will struggle to hold amazing summer gains. Buy at $8-9. It's a decent company, though. Too much optimism in this name now. The easy money has been made in copper.
PAST TOP PICK
(A Top Pick Mar 05/19, Down 11%) He's recommended this many times. He's VERY long Ivanhoe. They mine copper, zinc, platinum and palladium. But a slowdown won't be kind. It's well-funded by Chinese and Japanese investors. They have three world-class mines. You should continue to hold this.
PAST TOP PICK
(A Top Pick Nov 06/18, Up 39%) He's picked this many times. They have a high-quality platinum palladium deposit in South Africa and the highest-grade zinc in the Congo; and likely the best copper discovery. Yes, there's a lot of political risk in the Congo and South Africa, so that's a warning.
DON'T BUY
Has a $6.50 target, but doesn't like the locale of its mines in Africa--the geopolitical risk is too high. A spec. buy at his firm, but he himself wouldn't buy it.
DON'T BUY
Why is a major shareholding liquidating? The issue is the trade wars and the impact on commodities -- particularly copper. They had found a great copper project and they have found another good one lately. Investors are interested in the exploratory phase, but do not want to hold it for the development issues that can stall and delay projects. There is no M&A opportunity here.
COMMENT
Used to own it, a past pick and he took good profits. Geologically, the potential of this area is ridiculous, but the geopolitic risks are worrysome--the DRC (Congo). Brent Cook: This is the best undeveloped copper deposit in the world.
PAST TOP PICK
(A Top Pick Mar 05/18, Up 14%) You have to be OK with the political risk of South Africa and Congo. The best accumulator of assets in a junior that he has seen in his 40 years career.
TOP PICK
You have to be able to tolerate political risk. Congo is really bruised. The best consolidation of assets in a junior. A recent discovery of copper in Congo is the best in 100 years. The CEO is the most successful mining financier of his epoch. His partners are the Government of China and of Japan. Cheap. What is holding it back? political risk. It has a $2 billion market cap. It could go to $17 billion. (Analysts’ price target is $6.50)
BUY ON WEAKNESS
He is positive on copper. We had a decent pull back and formed a decent base and then broke out. He sees $4 on this name. We could get a consolidation over the next week or two.
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