Ivanhoe Mines Ltd.

TSX:IVN Stok Raporu

Piyasa değeri: CA$16.1b

Ivanhoe Mines Yönetim

Yönetim kriter kontrolleri 3/4

Ivanhoe Mines CEO'su Marna Cloete, Mar2020 tarihinde atandı, in görev süresi 6.17 yıldır. in toplam yıllık tazminatı $ 4.63M olup, şirket hissesi ve opsiyonları dahil olmak üzere 23.1% maaş ve 76.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.037% ine doğrudan sahiptir ve bu hisseler CA$ 5.99M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3 yıl ve 2.9 yıldır.

Anahtar bilgiler

Marna Cloete

İcra Kurulu Başkanı

US$4.6m

Toplam tazminat

CEO maaş yüzdesi23.13%
CEO görev süresi6.2yrs
CEO sahipliği0.04%
Yönetim ortalama görev süresi3yrs
Yönetim Kurulu ortalama görev süresi2.9yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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%).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
User avatar
Yeni Anlatı 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.

CEO Tazminat Analizi

Marna Cloete'un ücretlendirmesi Ivanhoe Mines'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Marna 'nin toplam tazminatı ($USD 4.63M ), Canadian pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.51M ).

Tazminat ve Kazançlar: Marna 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Marna Cloete (48 yo)

6.2yrs
Görev süresi
US$4,634,687
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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$1.96m0.0035%
CA$ 557.3k
Peter Zhou
Executive Vice President of China7.3yrsUS$1.75m0.035%
CA$ 5.6m
Tom van den Berg
Chief Operating Officerless than a yearVeri yokVeri yok
Alex Pickard
Executive Vice President of Corporate Development & Investor Relationsno dataVeri yokVeri yok
Mary Vincelli
VP of Compliance & Corporate Secretaryno dataVeri yok0.0072%
CA$ 1.2m
Setha Makhesha
Executive Vice President of Peopleless than a yearUS$1.43m0.0058%
CA$ 936.3k
Olivier Binyingo
Executive Vice President of DRC & Strategic Projects2.3yrsUS$1.97m0.0068%
CA$ 1.1m
Steve Amos
Executive Vice President of Projects3.7yrsVeri yok0.0044%
CA$ 701.8k
Mark Sumner
Executive Vice President of Corporate Financeless than a yearVeri yok0.00023%
CA$ 36.9k
Simon Bottoms
Executive Vice President of Technical Servicesless than a yearVeri yokVeri yok
3.0yrs
Ortalama Görev Süresi
52.5yo
Ortalama Yaş

Deneyimli Yönetim: IVN 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Robert Martin Friedland
Founder & Executive Co-Chairman25.5yrsUS$4.82m11.46%
CA$ 1.8b
Peter Meredith
Independent Director28yrsUS$252.83k0.059%
CA$ 9.4m
Mark Farren
Strategic Advisor to the Boardless than a yearUS$2.69m0%
CA$ 0
Martie Jacoba Van Rensburg
Independent Non-Executive Director5.8yrsUS$285.00k0.0053%
CA$ 849.6k
Iman Naguib
Independent Directorless than a yearUS$131.38kVeri yok
Phumzile Mlambo-Ngcuka
Independent Director2.9yrsUS$255.00kVeri yok
Weibao Hao
Non-Executive Co-Chairman2.8yrsUS$294.17kVeri yok
Kgalema Motlanthe
Independent Director8.1yrsUS$239.35k0.0060%
CA$ 955.6k
Tadeu Carneiro
Lead Independent Director7.7yrsUS$300.00k0.044%
CA$ 7.1m
Delphine Maidou
Independent Director2.9yrsUS$260.00k0.00050%
CA$ 80.3k
Chun Wang
Non-Independent Director1.2yrsUS$192.80kVeri yok
Nickola Popovic
Strategic Advisor to the Boardless than a yearVeri yokVeri yok
2.9yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: IVN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.9 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 06:06
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Ivanhoe Mines Ltd. 28 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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