Ivanhoe Mines Ltd.

TSX:IVN Lagerbericht

Marktkapitalisierung: CA$16.1b

Ivanhoe Mines Management

Management Kriterienprüfungen 3/4

Ivanhoe Mines CEO ist Marna Cloete , ernannt in Mar 2020, hat eine Amtszeit von 6.17 Jahren. Die jährliche Gesamtvergütung beträgt $4.63M , bestehend aus 23.1% Gehalt und 76.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.037% der Aktien des Unternehmens, im Wert von CA$6.01M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3 Jahre bzw. 2.9 Jahre.

Wichtige Informationen

Marna Cloete

Geschäftsführender

US$4.6m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts23.13%
Amtszeit als Geschäftsführer6.2yrs
Eigentum des Geschäftsführers0.04%
Durchschnittliche Amtszeit des Managements3yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2.9yrs

Jüngste Management Updates

Recent updates

Analyseartikel May 13

Ivanhoe Mines' (TSE:IVN) Weak Earnings May Only Reveal A Part Of The Whole Picture

Despite Ivanhoe Mines Ltd.'s ( TSE:IVN ) recent earnings report having lackluster headline numbers, the market...
Narrativ-Update May 04

IVN: Future Copper Output Will Improve As Key Mine Plan Resets

Ivanhoe Mines' updated analyst price target has shifted lower by roughly CA$3.80, as analysts incorporate higher discount rates and more measured assumptions for fair value, revenue growth, profit margins and future P/E into their models following a mix of price target cuts, downgrades and one recent upward revision. Analyst Commentary Recent research on Ivanhoe Mines has been active, with multiple price target changes and rating adjustments clustered over a short period.
Narrativ-Update Apr 20

IVN: Long Life Copper Projects Will Support Future Cash Flow Expansion

The Street’s average fair value estimate for Ivanhoe Mines has edged down by CA$0.36 as analysts trim price targets in response to higher life of mine cost assumptions and slightly lower projected revenue growth, even as modeled profit margins and future P/E inputs remain supportive in their frameworks. Analyst Commentary Street research on Ivanhoe Mines in recent months has leaned toward more cautious price targets and several downgrades, primarily tied to higher life of mine cost and capex assumptions at key projects.
Narrativ-Update Apr 05

IVN: Long Life Copper Assets Will Support Future Cash Flow Expansion

The analyst fair value estimate for Ivanhoe Mines has moved from CA$23.89 to CA$19.04. This reflects a series of lower Street price targets and downgrades as analysts factor in higher life of mine operating costs, increased capex at Kamoa Kakula, and updated assumptions for growth, margins and future P/E.
Narrativ-Update Mar 21

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

Ivanhoe Mines' updated analyst price target has been trimmed slightly to CA$23.89 from CA$23.91, as analysts factor in higher life of mine operating costs and capex at Kamoa Kakula, alongside a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Ivanhoe Mines presents a mixed picture, with some firms pulling back on targets and ratings, while others continue to see upside potential tied to project execution and long term growth prospects at Kamoa Kakula.
Neues Narrativ Mar 20

A case for Ivanhoe Mines Ltd hitting C$55 by 2031. If the S&P doesn't crash we could be seeing twice that figure!

Ivanhoe Mines Ltd. (TSX:IVN) Stock Analysis – March 2026 (as of latest 2025 AFS and Q4 updates) Ivanhoe is a Tier-1 copper/PGM/zinc developer-producer with world-class assets: Kamoa-Kakula (world’s highest-grade large-scale copper complex, DRC; Ivanhoe effective 39.6% via Zijin JV), Platreef (one of the world’s largest/lowest-cost PGM-Ni-Cu-Au-Rh mines, South Africa; Ivanhoe 64%), and Kipushi (ultra-high-grade zinc-copper-germanium, DRC; Ivanhoe ~62-68%).
Narrativ-Update Mar 07

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

The updated analyst price target for Ivanhoe Mines now sits at about CA$23.91, reflecting a small reduction of roughly CA$0.08 as analysts factor in higher discount rates, more conservative profit margins, and revised long term P/E expectations, even as they incorporate higher projected revenue growth into their models. Analyst Commentary Recent Street research on Ivanhoe Mines shows a mix of caution and optimism, with some firms trimming price targets and others lifting theirs.
Narrativ-Update Feb 21

IVN: Rising Metals Assumptions Will Support Long Term Copper Output Expansion

Ivanhoe Mines' updated analyst price target edges higher to CA$23.99 from CA$23.80. This reflects analysts' mixed adjustments to revenue growth, margins, future P/E assumptions and recent research that includes both higher cost expectations and refreshed price targets across the Street.
Narrativ-Update Feb 06

IVN: Higher Metals Price Assumptions Will Support Multi Year Copper Production Ramp

Narrative Update The analyst price target for Ivanhoe Mines has been lifted by about $0.94, with analysts pointing to refreshed sector price forecasts, an updated fair value of $23.80, a slightly higher discount rate of 7.48% and a modestly higher future P/E of 35.06x as key drivers of the change. Analyst Commentary Recent Street research on Ivanhoe Mines has leaned positive, with several bullish analysts lifting their price targets and pointing to refreshed sector assumptions to support higher valuation levels.
Narrativ-Update Jan 23

IVN: Higher Metals Price Assumptions Will Support Major Copper Production Ramp

Analysts have lifted their price targets on Ivanhoe Mines by roughly C$3 to reflect updated fair value estimates of about $22.86 versus $20.66 previously, citing refreshed metals price forecasts and a mixed macro backdrop, with softer Chinese demand but potential offset from recovering demand in the U.S. and Europe. Analyst Commentary Bullish analysts are framing the recent price target moves as a reset of fair value that better reflects updated metals price assumptions and Ivanhoe Mines' project portfolio.
Narrativ-Update Jan 08

IVN: Future Copper Output Will Strengthen As Kamoa Kakula Expansion Advances

Narrative Update The analyst price target for Ivanhoe Mines has moved modestly higher to $18.03 from $17.95, as analysts factor in refreshed sector price forecasts, a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and updated P/E expectations against a mixed global demand backdrop. Analyst Commentary Recent Street research on Ivanhoe Mines points to a generally constructive tone, with price targets refreshed and some macro risks still front of mind for investors.
Analyseartikel Dec 24

After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar

Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders would be excited to see that the share price has had a great month, posting...
Narrativ-Update Dec 15

IVN: Future Copper Output Will Accelerate As High-Grade Kamoa-Kakula Ramps Up

Analysts modestly trim our fair value estimate for Ivanhoe Mines to $17.95 from $18.55 even as Street price targets move higher, reflecting slightly higher discount rates and narrower long term margin assumptions, alongside optimism about improved copper pricing and production growth. Analyst Commentary Recent Street research has been broadly constructive on Ivanhoe Mines, with multiple bullish analysts lifting price targets in both U.S. dollar and Canadian dollar terms while reiterating positive ratings.
Narrativ-Update Dec 01

IVN: Copper Output Will Accelerate Following Ramp-Up At High-Grade Kamoa-Kakula

Ivanhoe Mines’ analyst price target has recently inched higher, with the fair value estimate rising from $18.40 to $18.55. Analysts cite improved copper output expectations and higher commodity price forecasts as reasons for the increase.
Narrativ-Update Nov 17

IVN: Copper Price Surge And Operational Recovery Will Support 2027 Output Expansion

Ivanhoe Mines' analyst price target has seen an upward revision. The consensus has moved higher by several Canadian dollars as analysts cite improving copper price forecasts and increased comfort with the operational outlook following recent site visits.
Analyseartikel Nov 02

Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
Narrativ-Update Nov 01

IVN: Higher Copper Production Will Drive Earnings And Performance In 2025

The analyst price target for Ivanhoe Mines has increased from C$18.05 to C$18.43. Analysts cite improved confidence in operational resilience and stronger profit margins as key drivers of this upward revision.
Narrativ-Update Oct 18

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The consensus analyst price target for Ivanhoe Mines has increased from C$16.73 to C$18.05. This change reflects improved outlooks for copper prices and operational performance according to recent analyst updates.
Narrativ-Update Oct 04

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The average analyst price target for Ivanhoe Mines has been raised from approximately C$15.57 to C$16.73. This change reflects increased optimism from analysts following recent site visits and improved confidence in the company's operational outlook.
Narrativ-Update Sep 19

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Ivanhoe Mines' consensus price target was modestly raised to CA$15.57, reflecting improved outlooks for gold and copper prices, heightened confidence in asset execution, and strengthened sentiment for commodity-linked equities. Analyst Commentary Bullish analysts cite gold's relative upside potential, forecasting a tactical gold price of $3,800/oz within 6–12 months, which is expected to benefit gold equities like Ivanhoe Mines.
Narrativ-Update Sep 04

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Despite ongoing bullishness from analysts on gold equities, higher commodity price assumptions, and robust copper demand projections, Ivanhoe Mines’ consensus analyst price target saw only a marginal reduction from CA$15.45 to CA$15.33. Analyst Commentary Bullish analysts cite strong upside for gold equities, with the view that gold stocks could significantly outperform gold itself and the broader S&P 500 within the next 6-12 months.
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Neues Narrativ Jun 15

Kamoa-Kakula And Platreef Ramp-Ups Will Secure Future Copper Supply

Substantial copper production growth, margin expansion, and revenue gains are expected from operational improvements, stable power, and major project ramp-ups at key mining sites.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Marna Cloete im Vergleich zu den Einnahmen von Ivanhoe Mines verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$132m

Dec 31 2025US$5mUS$1m

US$262m

Sep 30 2025n/an/a

US$306m

Jun 30 2025n/an/a

US$391m

Mar 31 2025n/an/a

US$423m

Dec 31 2024US$4mUS$937k

US$228m

Sep 30 2024n/an/a

US$157m

Jun 30 2024n/an/a

US$151m

Mar 31 2024n/an/a

US$167m

Dec 31 2023US$4mUS$884k

US$319m

Sep 30 2023n/an/a

US$333m

Jun 30 2023n/an/a

US$247m

Mar 31 2023n/an/a

US$471m

Dec 31 2022US$4mUS$750k

US$411m

Sep 30 2022n/an/a

US$415m

Jun 30 2022n/an/a

US$478m

Mar 31 2022n/an/a

US$58m

Dec 31 2021US$7mUS$650k

US$55m

Sep 30 2021n/an/a

US$4m

Jun 30 2021n/an/a

-US$87m

Mar 31 2021n/an/a

US$13m

Dec 31 2020US$1mUS$452k

-US$20m

Sep 30 2020n/an/a

-US$8m

Jun 30 2020n/an/a

-US$4m

Mar 31 2020n/an/a

US$4m

Dec 31 2019US$2mUS$465k

US$19m

Vergütung im Vergleich zum Markt: MarnaDie Gesamtvergütung ($USD4.63M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Canadian ($USD7.97M).

Entschädigung vs. Einkommen: MarnaDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Marna Cloete (48 yo)

6.2yrs
Amtszeit
US$4,634,687
Vergütung

Ms. Martie Cloete, also known as Marna, serves as President at Ivanhoe Mines Limited and serves as its Chief Executive Officer since February 24, 2025 and served as its Chief Financial Officer since Decemb...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Robert Martin Friedland
Founder & Executive Co-Chairman25.5yrsUS$4.82m11.46%
CA$ 1.8b
Martie Cloete
CEO & President6.2yrsUS$4.63m0.037%
CA$ 6.0m
David van Heerden
Chief Financial Officer4.5yrsUS$1.96m0.0035%
CA$ 559.3k
Peter Zhou
Executive Vice President of China7.3yrsUS$1.75m0.035%
CA$ 5.7m
Tom van den Berg
Chief Operating Officerless than a yearkeine Datenkeine Daten
Alex Pickard
Executive Vice President of Corporate Development & Investor Relationsno datakeine Datenkeine Daten
Mary Vincelli
VP of Compliance & Corporate Secretaryno datakeine Daten0.0072%
CA$ 1.2m
Setha Makhesha
Executive Vice President of Peopleless than a yearUS$1.43m0.0058%
CA$ 939.6k
Olivier Binyingo
Executive Vice President of DRC & Strategic Projects2.3yrsUS$1.97m0.0068%
CA$ 1.1m
Steve Amos
Executive Vice President of Projects3.7yrskeine Daten0.0044%
CA$ 704.3k
Mark Sumner
Executive Vice President of Corporate Financeless than a yearkeine Daten0.00023%
CA$ 37.1k
Simon Bottoms
Executive Vice President of Technical Servicesless than a yearkeine Datenkeine Daten
3.0yrs
Durchschnittliche Betriebszugehörigkeit
52.5yo
Durchschnittliches Alter

Erfahrenes Management: IVNDas Führungsteam des Unternehmens gilt als erfahren (3 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Robert Martin Friedland
Founder & Executive Co-Chairman25.5yrsUS$4.82m11.46%
CA$ 1.8b
Peter Meredith
Independent Director28yrsUS$252.83k0.059%
CA$ 9.5m
Mark Farren
Strategic Advisor to the Boardless than a yearUS$2.69m0%
CA$ 0
Martie Jacoba Van Rensburg
Independent Non-Executive Director5.8yrsUS$285.00k0.0053%
CA$ 852.6k
Iman Naguib
Independent Directorless than a yearUS$131.38kkeine Daten
Phumzile Mlambo-Ngcuka
Independent Director2.9yrsUS$255.00kkeine Daten
Weibao Hao
Non-Executive Co-Chairman2.8yrsUS$294.17kkeine Daten
Kgalema Motlanthe
Independent Director8.1yrsUS$239.35k0.0060%
CA$ 959.0k
Tadeu Carneiro
Lead Independent Director7.7yrsUS$300.00k0.044%
CA$ 7.1m
Delphine Maidou
Independent Director2.9yrsUS$260.00k0.00050%
CA$ 80.6k
Chun Wang
Non-Independent Director1.2yrsUS$192.80kkeine Daten
Nickola Popovic
Strategic Advisor to the Boardless than a yearkeine Datenkeine Daten
2.9yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter

Erfahrener Vorstand: IVNDie Vorstandsmitglieder gelten nicht als erfahren ( 2.9 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 18:21
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Ivanhoe Mines Ltd. wird von 28 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Paul Joseph GaitBernstein
Andrew MikitchookBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research