STOCKCHASE

Rio Tinto (RIO-N) just acquired enough to give it 51% of the company. This means there will be no fight and no takeover premium. He has always been wary because of their geography. Mongolia is a long ways away and not much is known about the government. He'd rather have something with a mine in Chile or something with more familiarity and comfort.

2012-01-31

HOLD

19.540

This one has an up trend going during the latter part of 2011. Had a little break at around $18.75, which would indicate it is probably going to go back to visit something around $12. If so, this would be a double bottom when it could then take off. New lows are successively higher. Ride the trend up and if it goes higher. If it breaks that, the whole materials sector is probably not going to have the run.

2012-01-19

HOLD

18.310

People were holding this on the basis that Freedland would sell his remaining stake to Rio Tinto (RIO-N). There was a recent judgment that Rio Tinto can continue to January 18th to start taking and slowly creeping ahead above the 49.6% stake they have. Clearly they don't need much to get control. A Buy at the $14 level.

2011-12-23

DON'T BUY

16.700

Trying to develop a massive gold/copper project in Mongolia with Rio Tinto. Has stayed away from this because of Mongolia as well as the significant capital and execution risk.

2011-12-15

HOLD

16.570

Working with Rio Tinto on a block caving project in Mongolia. This will be of enormous importance in the world. The thing to watch out for is initial production start up difficulties which mining usually has. If copper prices are sustained reasonably well, the stock should go up again.

2011-12-13

HOLD

22.530

Fairly valued at this point. There is no doubt that Rio Tinto (RIO-N) would like to buy controlling interest. Presently owns 49%. There are several lawsuits floating around.

2011-11-15

Comment

21.490

Jim Huang

Copper is very sensitive to global economic growth. This will be slowing for the next 12 months but will continue to be positive. This company has one of the best undeveloped copper mines out there. Because it is in Mongolia, there is a lot of political risk.

2011-11-14

Comment

21.140

Keith Richards

Chart shows it is starting to pull up but has recently had a pullback. A longer-term down trend line appears to be broken. Doesn't look too bad for some short-term upside. Has resistance at around $26. A short-term trade to that area might work out, perhaps past that if there is enough volume.

2011-11-09

DON'T BUY

14.450

World’s third biggest copper mine. Concerned about political risks. Current pressure on the stock is because the Mongolian government owns 1/3. Expect that Rio Tinto (RIO-N), which owns about 49% of Ivanhoe, will take them over. There are rumours that Mongolia is looking to take a bigger piece.

2011-09-30

BUY on WEAKNESS

19.420

Incredible deposit in Mongolia and it looks like Mongolia will be pro-mining for a long time. Copper has just tipped over and looks like it might be in a freefall and you don't know where it's going to land. Not happy with the political risk. If he didn't own Hudbay (HBM-T) he would start to look at this one. Would like to see it in the $15 range. (See Top Picks.)

2011-09-19

DON'T BUY

19.820

Largest gold and copper deposit in the world, but questions is whether shareholder will get to benefit from it. Doesn’t know about Mongolia – stability of government, desire to nationalize mines, shareholder rights, etc.

2011-08-24

DON'T BUY

17.120

Jeff Parent B. Eng. FCSI

There are a lot of stocks that are coming down to their support levels that we saw in the 1st half of last year. He sees support at $16 and $12. Nothing looks good about this company right now.

2011-08-22

DON'T BUY

23.930

Looking for support at around $22 with the next level around $18. Has broken through the 125 day moving average. Has done this over a couple of weeks and the percentages go a bit beyond what he would like. Expect it will head a little bit lower.

2011-05-04

BUY

26.840

$28 level shows a pretty good breakout point. It touched the 125-day moving average and then up. It’s a sector you want to be in after this pullback. Add to it above $28.

2011-03-25

BUY on WEAKNESS

26.080

One of the biggest copper mines globally. (Mongolia.) Looks like they have the ability to put it into production. Copper looks like it might want to come off so not the perfect time for them..

2011-03-08

Comment

28.030

Copper/gold deposit asset in Mongolia. Rio Tinto (RIO-N) has about 49% and operates it. Well financed. There have been issues with Mongolia as to whether companies really own their claims. Massive CapX at about $6 billion and they are about half way through it. Prefers others.

2011-02-14

HOLD

28.520

It is range bound $23-$27. If you got more of a break out, and if you are a long-term investor, there is no reason to sell this. Stick with the winners. It is likely to come back to $25 and find some support but be fantastic on a long-term basis. It may correct in time, rather than price.

2011-02-08

BUY

28.310

It is probably a stock he should own. He is careful with metal stocks this time of year. But he is not seeing weakness in this one right now. There is lots of possibility around M&A – it gets bought by one of the big players.

2011-01-25

BUY

23.900

It is sorting out its corporate problems. It will be one of the world’s largest mines. It will have to get into cave blasting, which is something that only 2 or 3 companies can do.

2011-01-07

BUY

25.100

(Market Call Minute.) A little more speculative but HTML technology Looks like its promising.

2010-11-26

WAIT

26.600

Derek Webb, CFA

Up 1000% since bottom. It is an emerging copper company. It is a development company that is coming into a production company. Everything is volatile. It is right in the top of its trading range. Just wait for a pull back.

2010-11-04

BUY

24.240

Rick Rule

IVN and the new CEO have to raise the billion dollars needed for the project in Mongolia in such a way that it doesn’t give away the company to Rio Tinto. This plays into the new CEO’s strengths.

2010-10-18

DON'T BUY

24.240

A tremendously rich ore deposit in a very inconvenient place. What will Mongolia do with shareholder rights, royalties, etc. They don’t have the rule of law, as we know it. They could expropriate a mine.

2010-10-18

Comment

25.280

Joint partner, Rio Tinto (RIO-N) owns 38%. Massive, undeveloped copper/gold deposit in Mongolia. Some political risk and uncertainty. Expect they would like a suitor to buy them before Rio Tinto gets into control position. Expect 3-4 years before it is in service.

2010-10-14

BUY

25.000

Jeff Black

Surged because of a new discovery in Mongolia of a copper/gold deposit but it's a long way before they have a producing mine. Likes the longer-term growth profile.

2010-09-29

BUY on WEAKNESS

25.220

Copper/gold properties are attractive. Has behaved with very tight moves higher with significant buying pressure under it. Overseas assets so some political risks.

2010-09-28

BUY

24.220

Copper in Mongolia. Something has to be resolved and will either end up with Rio Tinto (RTP-N) owning it or someone else. Thinks it will continue to keep going up.

2010-09-24

BUY

15.030

Derek Webb, CFA

Been a lot of positive news. Their mine is approved. Big risk factors have gone away. This is where you want to buy it.

2010-05-04

Comment

17.320

Peter Hodson

Just above its 1997 IPO price. Expect it will be a takeover company in the next 18 months.

2010-03-30

BUY

13.420

(Market Call Minute.) Risky but attractive.

2009-11-09

DON'T BUY

13.910

Robert Lauzon

Has had a huge run. Tied to the winds of political uncertainty in Mongolia. He would prefer a lower risk jurisdiction.

2009-10-05

DON'T BUY

9.710

Ross Healy

Doesn't particularly like resource companies that are in basically political hostile environments. Price to Book Value is very high. Pure roll of the dice.

2009-08-13

Comment

8.440

Mike S. Newton, CIM FCSI

(Market Call Minute.) Going through a bit of a situation in Mongolia. If they can get their $7 billion to work with their partner it will go higher.

2009-08-11

WATCH

8.560

Greg A. Taylor, CFA, BBA

Huge project in Mongolia. In the process of negotiating a new investment agreement with the government and seemed to have been doing this for the last year. This is a bet on whether a deal gets made that is favourable.

2009-07-22

DON'T BUY

7.090

Copper/gold in Mongolia. Have to get the mining issues resolved with the government and Rio Tinto (RTP-N). Some assets in Australia. You can go other places where it will be faster.

2009-06-10

BUY

13.030

Robert Floyd

They are for sale. Probably a decent entry point. Expects it to go back and challenge the old high.

2007-11-14

BUY

13.070

A lot of press for their big discovery in the Gobi desert in Mongolia. Waiting for the Mongolian government to sign off on the agreement. Also have assets in Australia.

2007-10-30

WATCH

10.740

Had a top in April and another one recently at $12. Had a hard time making new highs. If you own, he would sell if it dropped below $10.

2007-01-08

Comment

12.000

Robert Floyd

Interesting exploration company. Production is limited right now. A lot of speculation.

2006-12-19

DON'T BUY

10.450

Unsure about the government of Mongolia and how it makes policy, enforces the rule of law, shareholders rights, or even property rights. Too much risk.

2006-11-21

DON'T BUY

12.550

David Cockfield

High-risk, Mongolian venture. Rio Tinto (RTP-N) is also in there. A lot of political risks there.

2006-10-26

BUY

10.150

Bill Belovay

Rio Tinto (RTP-N) is putting in $1.5 billion. This is quite a surprise as a Mongolian government is talking higher taxes, so all the development risks are going to Rio Tinto. A good deal. Long-term hold.

2006-10-24

Comment

7.550

The stock has held in quite nicely and looks like it is perking up. Selling at a big discount. Still have a lot of hurdles.

2006-09-18

DON'T BUY

7.150

Mongolia created a new tax ruling that greatly impacts their project when it goes into production. Expect that in the end, the company will be able to work something out. The worst is probably all over.

2006-06-26

DON'T BUY

9.470

Ross Healy

Lots of interesting stuff going on here. The problem is, what's going on and making any money out of it, are two different things. Has no fair market value that is of interest to him.

2006-02-06

BUY

8.700

A world class deposit. Right next to the major Chinese industrial centres and all they have to do is build a 212km railway.

2005-12-05

BUY

9.080

This is a stock that can move 50% up or down. He believes the base metal industry has a ways to go up because of the supply/demand picture.

2005-11-23

DON'T BUY

9.010

Fabulous assets in Mongolia. Quite a long distance away from getting started. There is a litttle bit of controversy for some in terms of the debt and the methadology of the mining operation that has to take place. There are probably other situations that are closer to fruition that you should prefer.

2005-11-10

DON'T BUY

8.860

If you are feeling wild and wooly this might be the one. It's in Mongolia. The mineral not only has to be mined, it has to be moved too. You also have to woory that the government won't do something nasty to foreign investors. Highly speculative.

2005-11-08

TOP PICK

9.340

Likes this for its reserves in Mongolia and its proximity to the Chinese market. Expects a deal to come through with a big mining house before next year. Has one of the best deposits you can find. There is more of a need for base metals.

2005-10-17

BUY

9.800

Has one of the most spectacular projects in the world. Most of the speculative takeover talk is out of it, so you are now paying for a slow and steady rise. It should only move forward. Cash flow numbers are strong. Should just work its way higher.

2005-09-30

WAIT

9.750

A phenominal project. Much of the takeover speculation has dissipated. A viable project, but will take a few more months before they get to develop it. On sustained weakness, weakness it would be a company he would want to own.

2005-07-11

WEAK BUY

9.150

Rick Rule

Owns a little personally and his play is on Robert Freidland, the greatest promoter in the mining business. Fully priced, but probably going higher. Interesting coal exploration play. Have an enormous copper/gold periphery. Have other assets that tend to get ignored. Very volatile sector.

2005-06-02

PAST TOP PICK

8.370

(Was a Top Pick Jan 13/05. Up 5%.) A great mining stock.

2005-04-18

DON'T BUY

10.700

Plus's are they are building a railway and have a huge remote mineral resource. Minus's are, he has concerns about geo-political items. (company being nationalized).

2005-03-08

DON'T BUY

10.500

Take over target, expensive.

2005-03-07

VAGUE

8.310

Can't develop their property on their own and will have to negotiate with a major player. Will probably see a deal at some stage, but that's not known yet.

2005-02-03

BUY on WEAKNESS

8.310

Veronika Hirsch

Probably an OK really long term hold, but they still have to sign a deal with someone who's going to develop the ore body they have. Should be able to get a few dollars by trading it.

2005-01-28

DON'T BUY

8.310

Great project, but getting harder and harder to find a buyer for it. Feels that base metals will slow down.

2005-01-28

DON'T BUY

8.260

Bill Carrigan

Thinks commodities are generally going to have a flat year. Long term is good, but in the short term, they need a break. Looking for a pullback. Ivanhoe had a breakout in o3, followed by a tremendous spike near the end of 03. A spike takes a very long time to recover. Had a 1, 2, 3 correction with a rally back and you may have one more up.

2005-01-26

BUY

8.650

Should hold up here and should go on some more if you get some kind of negotiations leading to an agreement with a China agency in order to go forward with some sort of mining. Hugely expensive project.

2005-01-19

BUY

8.650

Jim Huang

Not a low risk situation. China is right next door to their Mongolian holdings and they need the copper. Under proper conditions, they would probably be willing to provide capital for the project. The question is, on what terms. High risk/high reward. Expect a lot of volatility and be patient.

2005-01-19

DON'T BUY

8.460

Scott Morrison

Doesn't have a producing asset, so not interested. Mr. Friedland has done an excellent job from an investor/relation perspective. Feels there's a lot of hype and risk in the company.

2005-01-14

WEAK BUY

8.780

There is no question they have an enormous deposit and it's only getting bigger. A lot of ore/value. The downside is that the amount of potential buyers that were first thought that was going to approach Robert Friedland hasn't materialized.

2004-12-13

DON'T BUY

8.750

Has been underperforming recently. Has some concern about the metal stocks.

2004-12-10

BUY

8.460

Has massive copper deposits. Has just identified large amounts of coal. Stock is acting well.

2004-12-07

HOLD

8.300

Bill Carrigan

Had a long series of elevated bases from '00 to '03 which is a bullish sign. Then hit a spike, then 3 drops and trying to make a series of higher highs. Odds are against reaching that high of the spike again. Now trending higher, so it's OK.

2004-11-26

PAST TOP PICK

8.270

(A Top Pick Sept 22/04. Up 35%.) Huge copper asset.

2004-11-25

DON'T BUY

7.080

Veronika Hirsch

An interesting story. Attractive set of commodities in copper/gold in Mongolia. Problem is, they need a lot of infrastructure to put the mine in production and also need a deal with someone who knows about mining. Near term, not much is happening.

2004-11-04

DON'T BUY

7.160

John Embry

Have something substantial in Mongolia. A big potential ore body. Prefers others with more leverage to a pure gold play.

2004-11-01

WEAK BUY

7.350

Werner Muehelemann

Still not in production (Mongolia). Looking at a copper/gold project. Drill results have been outstanding. A little cocerned on their location.

2004-10-25

BUY on WEAKNESS

7.200

David Chapman

Has broken its downtrend lines. Could possibly go higher with the price of gold.

2004-10-22

DON'T BUY

7.050

Too much political risk involved in Mongolia. Buy something in Canada instead.

2004-10-04

DON'T BUY

7.100

Mongolia assets will be a pretty expensive operation to run. Needs a partner. Will take a while.

2004-09-30

TOP PICK

6.200

Enormous deposit.

2004-09-22

DON'T BUY

5.460

Would not invest in a mine in Mongolia.

2004-09-09

WEAK BUY

5.400

Jackee Pratt

Huge deposit in Mongolia. Company is looking for a new partner. Will find it because the company has a good relationship with China and Mongolia.

2004-09-03

DON'T BUY

5.550

Not a fan of Robert Friedland but this is starting to get down to a level where it could be looked at. Expects a little bit more downside. Will be tough to strongly rally higher.

2004-08-18

DON'T BUY

5.830

Ian Nakamoto

There is a question as to whether they are going to make a deal with a partner to raise $150 million. It depends on a buyer's view on base metals. Would prefer a company that is already producing. Speculative.

2004-07-27

DON'T BUY

6.750

Ron Meisels

Had a wonderful run, but then had a serious correction. Currently it's below its 200 day moving average.

2004-07-14

DON'T BUY

7.150

Andrew McCreath

Have recently raised $150 million. Not a fan of this company at these levels.

2004-07-08

DON'T BUY

7.040

Brian Acker, CA

Has no earnings. Their quant model shows a value of $1.66. Healthy balance sheet.

2004-07-06

DON'T BUY

7.250

Not a big fan of Robert Freidland, the promoter. A lot of problems in Mongolia.

2004-07-02

DON'T BUY

7.080

John Embry

Not a fan of the promoters. Has a real project, but the value of this project is questionable.

2004-06-29

TOP PICK

7.950

Very attractive assets. In an early phase.

2004-06-16

BUY

8.940

A play on a potential copper mine in Mongolia. A fantastic asset.

2004-06-04

WEAK BUY

8.750

There are a lot of unknowns. Far-off in Mongolia and one of the world's greatest promoters sitting on top of it. Hard to evaluate. Speculative.

2004-06-02

DON'T BUY

8.940

Andrew McCreath

Thinks it's pretty fully valued at this time.

2004-05-31

VAGUE

8.590

Ron Meisels

Stock had a wonderful run but is now in kind of a neutral range.

2004-05-21

BUY

8.750

Management has demonstrated his ability to sell his product so, expects it will be somewhat higher.

2004-05-20

VAGUE

8.250

Believes there is a search for partnership to help with their massive project. Will probably sit for a while.

2004-05-12

DON'T BUY

9.290

Benj Gallander

Can move up quite handily with a good few pronouncements. Not a fan of mining companies at this time.

2004-04-19

VAGUE

7.580

Robert Cohen B.A.Sc., MBA, CFA

Had a fabulous run last fall. Hard to know what the future is in real terms. Needs a move to production and the prices of metals to stay up. Also need takeout overtures.

2004-03-23

DON'T BUY

6.370

Ross Healy

While preparing for production, these stocks can have big selloffs. Once production starts, and if the commodity is moving up, then you can see an increase in the stock. This one has a long ways to go.

2004-03-16

BUY

7.010

Craig Porter

Might be a good time to buy. Have a large deposit of copper/gold in Mongolia. Had a very cheap level.

2004-03-11

VAGUE

7.530

Reg Ogden

Recently did a scoping study. Had good grade at .83.

2004-03-10

BUY

7.660

Price has dropped because of the recalculation of capital/operating costs estimates. Will probably produce free cash flow of over $300 million a year. Have to be patient because it is an undeveloped copper/gold mine.

2004-02-27

WEAK BUY

7.600

Bob Stodgell

Very interesting play and the proximity to China is attractive. There's a lot of time before they extract everything and people got a little too enthusiastic. Potentially, great upside but also some risks.

2004-02-26

DON'T BUY

8.500

Have a great resource in Mongolia which will cost a great deal to develop, so somewhat speculative. Will take a year to 18 months to make a decent profit.

2004-02-17

TOP PICK

10.190