Added to YB: 2026-05-20
Pitch date: 2026-05-17
IE [neutral]
Ivanhoe Electric Inc.
-3.01%
current return
Author Info
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Company Info
Ivanhoe Electric Inc. engages in exploration and development of minerals in the United States, Canada, and China.
Market Cap
$2.0B
Pitch Price
$11.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
-15.65
P/E
-52.12
EV/Sales
525.91
Sector
Metals and Mining
Category
value
OB Bonkers Conkers to Conquer 16th May 2026 - Ivanhoe Electric Inc.
IE (update): Bought Robbins TBM for $65M, replacing roadheader/Railveyor systems; derisks permitting & construction in tough Arizona ground for <$20M net capex add. 3Q26 FS delivery, 4Q26/1Q27 FID w/ $825M Ex-Im loan + Ma'aden. 2Q29 first Cu cathode. $2.36B mkt cap vs $3.6B NPV8 at $14.5k/lb Cu; trades at $11.8k/lb implied price w/ zero value for Typhoon tech or JV discoveries (Ma'aden/BHP/SQM).
Read full article (2 min)