| 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 | Dennis Dasilva | 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 | David Burrows | 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 | David Baskin | 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 | Bill Harris | 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 | Peter Grandich | 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 Healey | 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 | Gavin Graham | 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 | Pierre Bernard | 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 | Michael Smedley | 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 | David Baskin | 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 | Pierre Bernard | 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 | Peter Grandich | 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 | Peter Grandich | 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 | Pierre Bernard | (Was a Top Pick Jan 13/05. Up 5%.) A great mining stock. | 2005-04-18 | |
| DON'T BUY | 10.700 | David Baskin | 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 | Peter Grandich | Take over target, expensive. | 2005-03-07 | |
| VAGUE | 8.310 | Gavin Graham | 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 | Peter Grandich | 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 | Michael Smedley | 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 | Peter Grandich | 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 | David Burrows | Has been underperforming recently. Has some concern about the metal stocks. | 2004-12-10 | |
| BUY | 8.460 | Michael Smedley | 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 | Michael Smedley | (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 | David Baskin | Too much political risk involved in Mongolia. Buy something in Canada instead. | 2004-10-04 | |
| DON'T BUY | 7.100 | Gavin Graham | Mongolia assets will be a pretty expensive operation to run. Needs a partner. Will take a while. | 2004-09-30 | |
| TOP PICK | 6.200 | Michael Smedley | Enormous deposit. | 2004-09-22 | |
| DON'T BUY | 5.460 | David Baskin | 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 | Peter Grandich | 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 | Peter Grandich | 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 | Pierre Bernard | Very attractive assets. In an early phase. | 2004-06-16 | |
| BUY | 8.940 | Bill Harris | A play on a potential copper mine in Mongolia. A fantastic asset. | 2004-06-04 | |
| WEAK BUY | 8.750 | David Baskin | 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 | Gavin Graham | Management has demonstrated his ability to sell his product so, expects it will be somewhat higher. | 2004-05-20 | |
| VAGUE | 8.250 | Michael Smedley | 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 | Michael Smedley | 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 Healey | 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 | Robert Cohen B.A.Sc., MBA, CFA | Price has dropped because of the recalculation of capital/operating costs estimates. Will probably produce free cash flow of over $300 million a year. Have to be patient because it is an undeveloped copper/gold mine. | 2004-02-27 | |
| WEAK BUY | 7.600 | Bob Stodgell | Very interesting play and the proximity to China is attractive. There's a lot of time before they extract everything and people got a little too enthusiastic. Potentially, great upside but also some risks. | 2004-02-26 | |
| DON'T BUY | 8.500 | Gavin Graham | Have a great resource in Mongolia which will cost a great deal to develop, so somewhat speculative. Will take a year to 18 months to make a decent profit. | 2004-02-17 | |
| TOP PICK | 10.190 | Pierre Bernard | A good company if you are strong believer in the future of China. Also consider buying warrants. | 2004-01-13 | |
| DON'T BUY | 10.150 | John Zechner | Has a bit of a checkered past. Not sure how viable the mine is. | 2004-01-12 | |
| DON'T BUY | 10.500 | Benj Gallander | Doesn't sound like a very good investment given the US$. Raising a lot more money. It depends on the head honcho. Too expensive for his taste. | 2004-01-09 | |
| DON'T BUY | 10.920 | Gavin Graham | Has gone up quite fast. Would wait to see if there is actually gold. | 2004-01-06 | |
| BUY | 10.900 | Michael Smedley | Has dropped to a good level and expects it to go back up to its high. Has very important assets in the ground. | 2004-01-05 | |
| WEAK BUY | 10.170 | David Chapman | Could be following symmetrical triangle pattern. Buy when the triangle dips, and sell high. Possible corrective period | 2004-01-02 | |
| BUY | 10.200 | Bill Harris | Company has started solving energy, transportation, water problems, the peices are coming together. Quite attractive. COuld rise 50% | 2004-01-02 | |
| BUY | 10.000 | Michael Smedley | Appears to have extremely rich deposits in Mongolia. Getting close to production and may need assistance from a large firm. Well-managed. | 2003-12-18 | |
| VAGUE | 9.310 | Gavin Graham | Volatile. The problem is how to get the copper to market of Mongolia. Seems to be a world-class deposit. If you made a profit, take some off the table. | 2003-12-10 | |
| HOLD | 11.300 | Michael Smedley | Seems to be a very substantial asset. | 2003-12-02 | |
| BUY on WEAKNESS | 11.710 | Brendan Kyne | Has done very well. Key assets in Mongolia. Wait for a pull back. | 2003-11-19 | |
| BUY | 11.960 | Michael Smedley | Seems to be a tremendous asset in Mongolia. | 2003-11-17 | |
| BUY | 11.750 | Gavin Graham | Still has some upside on it. Good assets in Mongolia. Getting out of Myanar because of political unrest. China will have a lot of demand for metals. They have a short-term pause or pullback, which would be a good time to buy. | 2003-11-06 | |
| BUY | 15.150 | David Burrows | Small-cap and midsize gold companies should continue to remain firm. There can be volatility, so keep a stop in place. | 2003-11-03 | |
| DON'T BUY | 11.400 | John Embry | The good ore lies 1200 m down so it won't be an open pit. Not a big fan. | 2003-10-21 | |
| BUY | 10.400 | Michael Smedley | There's a buying spree on for golds which will probably continue. This could be a great mine. | 2003-10-09 | |
| DON'T BUY | 7.700 | John Embry | Have a major ore body but probably not as large as they are claiming. A total green field so may take quite a while to exploit. Doesn't expect it to be in production until the next decade. | 2003-09-30 | |
| DON'T BUY | 7.140 | Gavin Graham | Seems to be a good ore body in Mongolia. Management has no intention of selling, but want to manage the mine. Easy money has probably already been made. | 2003-09-18 | |
| BUY | 6.620 | David Taylor, MBA, CFA | Other managers with his company really like the stock at this price. He takes this is a good endorsement. | 2003-09-12 | |
| DON'T BUY | 7.030 | Peter Hodson | Not a fan of the owner. Too much promotion on this stock. | 2003-09-09 | |
| DON'T BUY | 3.150 | Bill Harris | Good properties. Price is high and has other preferences at a lower market cap. | 2003-06-06 | |
| DON'T BUY | 3.020 | John Embry | An intersteing play in Mongolia, but doesn't see any upward leverage. | 2003-01-29 | |
| DON'T BUY | 2.750 | Robert Lyon | Will take a long time for theor mongolian assets to come to fruition. | 2002-07-23 | |
| DON'T BUY | 3.230 | John Embry | Not positive on their assets. | 2002-04-17 | |
Experts that have talked about Ivanhoe Mines
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