Ivanhoe Mines Gestione
Criteri Gestione verificati 3/4
Ivanhoe Mines Il CEO è Marna Cloete, nominato in Mar2020, e ha un mandato di 6.17 anni. la retribuzione annua totale è $ 4.63M, composta da 23.1% di stipendio e 76.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.037% delle azioni della società, per un valore di CA$ 6.01M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3 anni e 2.9 anni.
Informazioni chiave
Marna Cloete
Amministratore delegato
US$4.6m
Compenso totale
| Percentuale dello stipendio del CEO | 23.13% |
| Mandato del CEO | 6.2yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 3yrs |
| Durata media del Consiglio di amministrazione | 2.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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%).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$132m |
| Dec 31 2025 | US$5m | US$1m | US$262m |
| Sep 30 2025 | n/a | n/a | US$306m |
| Jun 30 2025 | n/a | n/a | US$391m |
| Mar 31 2025 | n/a | n/a | US$423m |
| Dec 31 2024 | US$4m | US$937k | US$228m |
| Sep 30 2024 | n/a | n/a | US$157m |
| Jun 30 2024 | n/a | n/a | US$151m |
| Mar 31 2024 | n/a | n/a | US$167m |
| Dec 31 2023 | US$4m | US$884k | US$319m |
| Sep 30 2023 | n/a | n/a | US$333m |
| Jun 30 2023 | n/a | n/a | US$247m |
| Mar 31 2023 | n/a | n/a | US$471m |
| Dec 31 2022 | US$4m | US$750k | US$411m |
| Sep 30 2022 | n/a | n/a | US$415m |
| Jun 30 2022 | n/a | n/a | US$478m |
| Mar 31 2022 | n/a | n/a | US$58m |
| Dec 31 2021 | US$7m | US$650k | US$55m |
| Sep 30 2021 | n/a | n/a | US$4m |
| Jun 30 2021 | n/a | n/a | -US$87m |
| Mar 31 2021 | n/a | n/a | US$13m |
| Dec 31 2020 | US$1m | US$452k | -US$20m |
| Sep 30 2020 | n/a | n/a | -US$8m |
| Jun 30 2020 | n/a | n/a | -US$4m |
| Mar 31 2020 | n/a | n/a | US$4m |
| Dec 31 2019 | US$2m | US$465k | US$19m |
Compensazione vs Mercato: La retribuzione totale di Marna ($USD 4.63M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 7.97M ).
Compensazione vs guadagni: La retribuzione di Marna è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Marna Cloete (48 yo)
6.2yrs
Mandato
US$4,634,687
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Executive Co-Chairman | 25.5yrs | US$4.82m | 11.46% CA$ 1.8b | |
| CEO & President | 6.2yrs | US$4.63m | 0.037% CA$ 6.0m | |
| Chief Financial Officer | 4.5yrs | US$1.96m | 0.0035% CA$ 559.3k | |
| Executive Vice President of China | 7.3yrs | US$1.75m | 0.035% CA$ 5.7m | |
| Chief Operating Officer | less than a year | Nessun dato | Nessun dato | |
| Executive Vice President of Corporate Development & Investor Relations | no data | Nessun dato | Nessun dato | |
| VP of Compliance & Corporate Secretary | no data | Nessun dato | 0.0072% CA$ 1.2m | |
| Executive Vice President of People | less than a year | US$1.43m | 0.0058% CA$ 939.6k | |
| Executive Vice President of DRC & Strategic Projects | 2.3yrs | US$1.97m | 0.0068% CA$ 1.1m | |
| Executive Vice President of Projects | 3.7yrs | Nessun dato | 0.0044% CA$ 704.3k | |
| Executive Vice President of Corporate Finance | less than a year | Nessun dato | 0.00023% CA$ 37.1k | |
| Executive Vice President of Technical Services | less than a year | Nessun dato | Nessun dato |
3.0yrs
Durata media
52.5yo
Età media
Gestione esperta: Il team dirigenziale di IVN è considerato esperto (durata media dell'incarico 3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Executive Co-Chairman | 25.5yrs | US$4.82m | 11.46% CA$ 1.8b | |
| Independent Director | 28yrs | US$252.83k | 0.059% CA$ 9.5m | |
| Strategic Advisor to the Board | less than a year | US$2.69m | 0% CA$ 0 | |
| Independent Non-Executive Director | 5.8yrs | US$285.00k | 0.0053% CA$ 852.6k | |
| Independent Director | less than a year | US$131.38k | Nessun dato | |
| Independent Director | 2.9yrs | US$255.00k | Nessun dato | |
| Non-Executive Co-Chairman | 2.8yrs | US$294.17k | Nessun dato | |
| Independent Director | 8.1yrs | US$239.35k | 0.0060% CA$ 959.0k | |
| Lead Independent Director | 7.7yrs | US$300.00k | 0.044% CA$ 7.1m | |
| Independent Director | 2.9yrs | US$260.00k | 0.00050% CA$ 80.6k | |
| Non-Independent Director | 1.2yrs | US$192.80k | Nessun dato | |
| Strategic Advisor to the Board | less than a year | Nessun dato | Nessun dato |
2.9yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di IVN non è considerato esperto (durata media del mandato 2.9 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 16:37 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ivanhoe Mines Ltd. è coperta da 28 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Paul Joseph Gait | Bernstein |
| Andrew Mikitchook | BMO Capital Markets Equity Research |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |