Added to YB: 2026-01-05
Pitch date: 2025-12-31
IE [bullish]
Ivanhoe Electric Inc.
+2.15%
current return
Author Info
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Company Info
Ivanhoe Electric Inc., a mineral exploration company, focuses on developing mines from mineral deposits primarily in the United States.
Market Cap
$2.3B
Pitch Price
$15.83
Price Target
28.50 (+74%)
Dividend
N/A
EV/EBITDA
-22.89
P/E
-37.26
EV/Sales
633.35
Sector
Metals and Mining
Category
growth
#25 IVANHOE ELECTRIC
IE: Mining exploration co w/ proprietary Typhoon tech (100% hit rate detecting sulphides) & Santa Cruz copper project in AZ. $1.4bn NPV at $4.25 copper ($2.4bn at current $5.25), 34% IRR, 15yr mine life, ~72kt annual production at $1.36/lb costs. Well-funded w/ $150M raise + $200M credit facility + potential $825M EXIM support. Catalysts: 2026 DFS, construction start. Risks: pre-revenue, execution delays, copper volatility. Analyst PT $28.50 vs current $16.85.
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