Q: I would appreciate your opinion on Ivanhoe's recent earnings report. To this layperson, they appear very strong. If a person is a long-term copper bull, would you be comfortable stepping in here, market uncertainty notwithstanding?
Thank you as always for your expertise.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is Ivanhoe mines a buy, hold or sell.
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Q: I have owned IVN for many, many years....back when it was below $1. I have sold bits as it has moved up over the years. I was always told not to fall in love with a stock and feel I might be with IVN.
Can you give me a best case senerio on what the top end of this company could be. I always had in my mind it was worth $12-14, but is it possible this is a $20 stock or maybe a $30 stock someday?
If everything fall in place as planned, no political issues, metal prices keep increasing, etc, what do you see this company being worth in the next 4-5 or even 10 years?
Will not hold you to it, just looking for your opinion.
Thanks.
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Franco-Nevada Corporation (FNV)
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Ivanhoe Mines Ltd. (IVN)
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A-Mark Precious Metals Inc. (AMRK)
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Sibanye Stillwater Limited - ADR (SBSW)
Q: Hello. Can you let us know what you think are the best stocks to play if one is anticipating strength in platinum? Same question for palladium? Thank you and Happy New Year.
Read AnswerQ: I remember that Peter has not always spoken fondly of Robert Friedland, while one of his former associates at Sprott, Rick Rule, has stated that Friedland is "serially successful." There is no doubt that Ivanhoe's DRC assets are first-class, but a recent article in the G & M has cast doubt on Ivanhoe's corporate practices in the DRC. The share price has dropped significantly as a result. Do you believe this is a buying opportunity, if not tomorrow then when the share price stabilizes? I am a long-term copper bull.
Read AnswerQ: Have you read IVN rebuttal? What do you think?
Read AnswerQ: What to do with IVN? I have a large capital gain and am reluctant to sell now, but I am worried about the reports of the investigations underway. Your guidance would be much appreciated.
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First Quantum Minerals Ltd. (FM)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Ivanhoe Mines Ltd. (IVN)
Q: Could you suggest a couple of Canadian companies leveraged to copper, noting key strengths? Then a couple of additional ones based on downside protection if commodity cycle rolls over?
Thanks in advance.
Q: Can you comment who is best positioned as a copper producer and has the most ability to grow production…Looking for best capitalized names
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Lundin Mining Corporation (LUN)
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Capstone Copper Corp. (CS)
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Ivanhoe Mines Ltd. (IVN)
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Copper Mountain Mining Corporation (CMMC)
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Ero Copper Corp. (ERO)
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Horizons Copper Producers Index ETF (COPP)
Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.
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Q: I have held IVN since about $3. Closed today at $11.56. Given the size of their recently producing copper mine. Robert Friedland, Co-chair. Their rhodium, palladium. gold, platinum and nickel reserves I hope to hold this for a long time in spite of being situated in DRC. I should add I hold teck.b and Freeport as well for copper. I am happy with Ivanho as smaller copper producer. But am thinking of future for their other materials as listed.
What risks do you see in IVN?
Thank you, Mike
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Air Products and Chemicals Inc. (APD)
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Ivanhoe Mines Ltd. (IVN)
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Wallbridge Mining Company Limited (WM)
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Linde plc (LIN)
Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
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First Quantum Minerals Ltd. (FM)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Ivanhoe Mines Ltd. (IVN)
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Copper Mountain Mining Corporation (CMMC)
Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks
Q: I am thinking of selling the above and replacing it with AEM or another copper mining closer to home.Your comments please. Jim
Read AnswerQ: I have noticed that when asked for recommendations for mining stocks, you rarely include IVN. Is this due to geographic risk or do you also have other reservations?
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Freeport-McMoRan Inc. (FCX)
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Ivanhoe Mines Ltd. (IVN)
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Copper Mountain Mining Corporation (CMMC)
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SPDR Semiconductors ETF (XSD)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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Aura Minerals Inc. (ORA)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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VanEck Vectors Semiconductor ETF (SMH)
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Global X Copper Miners ETF (COPX)
Q: Good afternoon,
Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.
Thank you,
Brad
thank you.
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Lundin Mining Corporation (LUN)
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Ivanhoe Mines Ltd. (IVN)
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Champion Iron Limited Ordinary Shares (CIA)
Q: Good morning, looking for your input on the mining sector and in particular the companies listed above, any cause for concern with the recent stock price retreat?
Read AnswerQ: Copper production@Kamoa mine to start shortly 1st phase @ 200000tonnes a year and next phase will double production. Your comments please.Jim
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Q: Hi Guys
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord
Q: Can you please explain why the issuance of convertible senior notes has resulted in such a large drop in share price. Thanks
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