Ivanhoe Mines Förvaltning
Förvaltning kriterier kontrolleras 3/4
Ivanhoe Mines VD är Marna Cloete, utsedd i Mar 2020, har en mandatperiod på 6.17 år. totala årliga ersättningen är $ 4.20M, bestående av 22.3% lön 77.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.037% av företagets aktier, värda CA$ 5.85M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3 år respektive 2.9 år.
Viktig information
Marna Cloete
Verkställande direktör
US$4.2m
Total ersättning
| VD-lön i procent | 22.30% |
| Anställning som VD | 6.2yrs |
| Ägande av VD | 0.04% |
| Ledningens genomsnittliga anställningstid | 3yrs |
| Styrelsens genomsnittliga mandatperiod | 2.9yrs |
Senaste uppdateringar av ledningen
Recent updates
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.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.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.
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%).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.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.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.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.
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.After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar
Dec 24
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.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.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.Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Nov 02IVN: 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.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.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.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.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.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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | 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$19m |
Ersättning vs marknad: Marna s total kompensation ($USD 4.20M ) är under genomsnittet för företag av liknande storlek på Canadian marknaden ($USD 7.51M ).
Ersättning vs inkomst: Ersättningen från Marna har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Marna Cloete (48 yo)
6.2yrs
Anställning
US$4,201,409
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Founder & Executive Co-Chairman | 25.5yrs | US$4.80m | 11.46% CA$ 1.8b | |
| CEO & President | 6.2yrs | US$4.20m | 0.037% CA$ 5.9m | |
| Chief Financial Officer | 4.5yrs | US$1.59m | 0.0035% CA$ 544.4k | |
| Executive Vice President of China | 7.3yrs | US$1.71m | 0.035% CA$ 5.5m | |
| Chief Operating Officer | less than a year | inga uppgifter | inga uppgifter | |
| Executive Vice President of Corporate Development & Investor Relations | no data | inga uppgifter | inga uppgifter | |
| VP of Compliance & Corporate Secretary | no data | inga uppgifter | 0.0072% CA$ 1.1m | |
| Executive Vice President of People | less than a year | US$1.43m | 0.0058% CA$ 914.6k | |
| Executive Vice President of DRC & Strategic Projects | 2.3yrs | US$1.97m | 0.0068% CA$ 1.1m | |
| Executive Vice President of Projects | 3.7yrs | inga uppgifter | 0.0044% CA$ 685.6k | |
| Executive Vice President of Corporate Finance | less than a year | inga uppgifter | 0.00023% CA$ 36.1k | |
| Executive Vice President of Technical Services | less than a year | inga uppgifter | inga uppgifter |
3.0yrs
Genomsnittlig anställningstid
52.5yo
Genomsnittlig ålder
Erfaren ledning: IVN s ledningsgrupp anses vara erfaren ( 3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Founder & Executive Co-Chairman | 25.5yrs | US$4.80m | 11.46% CA$ 1.8b | |
| Independent Director | 28yrs | US$234.00k | 0.059% CA$ 9.2m | |
| Strategic Advisor to the Board | less than a year | US$2.56m | 0% CA$ 0 | |
| Independent Non-Executive Director | 5.8yrs | US$274.00k | 0.0053% CA$ 829.9k | |
| Independent Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 2.9yrs | US$242.50k | inga uppgifter | |
| Non-Executive Co-Chairman | 2.8yrs | US$274.67k | inga uppgifter | |
| Independent Director | 8.1yrs | US$226.50k | 0.0060% CA$ 933.4k | |
| Lead Independent Director | 7.7yrs | US$278.50k | 0.044% CA$ 6.9m | |
| Independent Director | 2.9yrs | US$244.00k | 0.00050% CA$ 78.4k | |
| Non-Independent Director | 1.2yrs | inga uppgifter | inga uppgifter | |
| Strategic Advisor to the Board | less than a year | inga uppgifter | inga uppgifter |
2.9yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder
Erfaren styrelse: IVN s styrelse anses inte vara erfaren ( 2.9 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/01 10:11 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Ivanhoe Mines Ltd. bevakas av 27 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Paul Joseph Gait | Bernstein |
| Andrew Mikitchook | BMO Capital Markets Equity Research |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |