Ivanhoe Mines Ltd (IVPAF)

[tootalljones]

"...The essence of the case is that population growth, urbanisation and renewable energy will require much more copper production per annum, and the increase needed from now till 2030 is met only one-third by known projects. Even if significant new discoveries are made, they will not close the gap because they take too long to develop. And meanwhile, grades are declining and costs escalating everywhere as existing copper mines deplete..." -Ursusbramae summarizing our current 10 dollar target from the Bernstein physicist.

"You're gonna need a bigger boat." - Quint