TSE:IVN
Ivanhoe Mines Ltd (IVN.TO)
Financials 
Technical Analysis 
Jul 5, 2026, 12:00 amThis summary was created by AI, based on 2 opinions in the last 12 months.
Ivanhoe Mines Ltd (IVN-T) is facing a challenging period due to an unfortunate flooding incident that has suspended operations at one of its key mines in the Democratic Republic of the Congo (DRC). While ongoing assessments are being conducted regarding the infrastructure damage, it is projected that the mine may not resume operations until late 2026, potentially delaying any inflection in free cash flow. However, the company has reported record copper production and operates the highest-grade zinc mine globally. Recent developments include the activation of a palladium, platinum, and nickel mine in South Africa, demonstrating its growth potential. The backing from the Qatar Investment Authority serves as a vote of confidence, though the company currently faces political and operational risks that investors should consider.
(Top Pick Mar 5/13, Down 34.16%) Still likes it. He has the courage of his convictions. It is selling at a substantial discount to one of his deposits. An absolute conviction buy. Three world class deposits in one company. Hold it for 2-3 years. Likes the outlook for platinum and palladium. The best discovery in that field for 80 years. Really likes management.
Rick RuleThe platinum commodity is his top pick on an ongoing forward basis. This company has discovered what is probably the best platinum deposit found in the last 100 years. Also, has an enormous copper discovery located in the Congo, a bad country. Also, has one of the highest grade zinc/copper deposits globally.
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(Market Call Minute) Concerns about mines in South Africa.