Ivanhoe Mines Ltd (IVPAF)

[tootalljones]

i wish. It took me looking at dozens of stocks, buying many, selling quickly, throwing them back into the toy box, seeing they appeared somehow broken, and I wish I had not done so with one in particular but that is the way it goes...For Ivanhoe imho the path is forcefully higher, btw, ......I do not think the share price has in any way caught up with the significance of the original Kakula discovery, the first 90 days of drilling, the first 57 million gold equivalent dollars worth of the highest grade, massive copper discovery in perhaps......generations (our share: 27 billion dollars worth. (the second place contestant now being our own massive Kamoa discovery, voted #1 undeveloped deposit in the world, and an acknowledged Tier 1 mineral find. So too we will be also reporting the next 90 to 120 days of drilling at some point this quarter. RF could drop a bombshell almost any time he chooses. This would be ANOTHER 27 BILLION dollars worth of assets. Give or take.

In other words I think the market is still way behind events, which is uncommon but not rare in the stock world.

Our share price went up 10% friday. This means the shares appreciated under 200 million in value. (current cap sits at 2B).

Copper January 13,13:59
Bid/Ask 2.6667 - 2.6672
Change +0.0427 +1.63%
Low/High 2.6084 - 2.6704
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Given today's copper move and if we look at our Kakula asset alone, as of today we own some 50 billion dollars worth of the highest grade, most pure copper in the world, which we do I believe as of today, that asset went up 810 Million in value. (Of course Kamoa is 3x as large as Kakula, and the world's second highest grade copper deposit....so things get ridiculous when looked at this way). With Kamoa as our rich uncle, why did we not go up 1 billion in value? I do not get it and am delighted to be a little wacky, but try not to think with common prejudices.

And copper is real. All over american's cities (unlike the america of the last century), democrats are now engaged in "scrapping" in this new found industry of the poor, which is grabbing or stealing as much "abandoned" copper as they can, to then sell it to Da Man to receive dollars. (while their racist ranting urban rulers are living wonderful lives with their homes in fashionable suburbs, but this is another story....) Copper is not gold, but it is easily liquid and transferable.

We had great news with the approved purchase of another congo copper mine, an upgrade by TD to our shares. If we are lucky, we have hit the jack pot, which is the dawning of a base metals bull market arising while nobody is watching. Zinc is going bananas.

I love Ursusbramae (the shortcomings of the 8% discount he employs, all the while acknowledging its failings), but one thing his analysis does not discuss is what happens if the metals appreciate? (he is interested in current undervaluation, relying less on the speculative future). But what if Copper zooms to 3 bucks this year? I think it will. What if Zinc zooms to 1.50 by year end? I think it will. This will wake the sleeping bear which is the world itself, for these last depressing 8 deflationary years (coincident with our tranny loving pres....). We might see a huge surge, and the leverage of our portfolio is pretty ridiculous. Plus we are building our mines, not bull scheating about their potential, with many deep pocketed, limitless pocketed suitors.

It is the failing of the degenerate, modern West not to lock up these dwindling industrial metals for generations to come. China (and India) will rule us in 40 years. gotta tell the truth. Energy is all over the place, in various near unlimited forms, with new technologies all over the place. Uranium is a near limitless clean future, but the problem for Uranium is all the Gas that has now been defined by the companies. Gas is everywhere and dirt cheap, but then again, what about Oil, which is all over the place, esp. with new technology, and I believe coal is still the world's #2 fuel source, and then there are all the flunkie technologies trying to get a foothold. But there is no substitute for industrial metals. NONE. And we are squeezing the earth's mantle down to the smallest gradients. 45 years ago there was a ton of industrial and precious metals in fairly worthwhile increments, but now we get perhaps 1/5th of those increments. It is really getting bad. (in the 1930s the recoveries were 10X as rich as today). So now we are left with almost crumbs, and yet our industrial needs are far greater. The Canadians are great diggers, a country full of badgers, and they have scourged the globe for the past century, and pretty much have mined out most of the accessible earth.

Platreef is another ace in our hand the market is ignoring for now but it won't be as the mine takes shape and the numbers come into focus over the next couple years.

So scarcity should moonshoot the value of what we own over the next 5 or 10 years. I see the earth this century becoming increasingly a miniature Type 2 kardeschev civilization. How is that for getting carried away about Ivanhoe in the future? lol
https://futurism.com/the-kardashev-scale-type-i-ii-iii-iv-v-civilization/

America should step in and buy Ivanhoe right now, for reasons of national security, but the Let It All Hang Out Culture, the Look at ME I actually made a tackle, so Let me Run Around and Decorate Myself Culture, is too stupid to do so. Anyway, we are gonna do very well, as RF has said. Hope nobody buys us this year. As the share price ascends people will throw out the old valuation formulas, as the coming bull market takes shape. 8% discount will be discarded for the time of the bull. We sit on 200 Billion dollars worth of Ivanhoe metals probably right now.

I don't want to hear formulas or the goofy financial industry or government flunkies tell me our Market cap will be 2 billion dollars. No way. SAY IT LOUD. (and maybe my hangover will go away)