Ivanhoe Mines AI Stock Analysis
Ivanhoe Mines (IYAA) AI Stock Analysis
Ivanhoe Mines
(Frankfurt:IYAA)
No summary available
Ivanhoe Mines (IYAA) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 8.03B
- Dividend Yield
- ―
- Average Volume (3M)
- 1,848
- Price to Earnings (P/E)
- 51.6
- Beta (1Y)
- 1.14
- Revenue Growth
- 101.92%
- EPS Growth
- -55.27%
- Country
- Germany
- Employees
- 6,800
- Sector
- Basic Materials
- Sector Strength
- 61
- Industry
- Industrial Materials
Ivanhoe Mines Business Overview & Revenue Model
Company Description
Ivanhoe Mines Ltd., a company founded in 1993 and based in Vancouver, Canada, primarily focuses on the discovery, advancement, and extraction of diverse minerals and precious metals, predominantly within Africa. The firm targets deposits rich in subs...
Ivanhoe Mines Earnings Call Summary
The call was predominantly positive, led by record Kipushi results, strong Kamoa-Kakula revenue and EBITDA growth, meaningful smelter and solar benefits, resource growth, and progress at Platreef and Western Forelands. These positives were partially offset by the reset to Kamoa-Kakula's 2027 guidance, delayed Kakula development, lower feed grades, elevated quarterly cash costs, underutilized processing capacity, higher capital expenditure, and increased net debt.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Kamoa-Kakula’s 2026 guidance was maintained, with production expected to be at the low end at 290,000 tonnes, while 2027 copper production guidance is 300,000 to 350,000 tonnes and 2027 C1 costs are guided at $2.50 to $3 per pound; production is expected to reach 400,000 to 450,000 tonnes in 2028 and the Phase 4 expansion is expected to add 5 million and 6.5 million tonnes per annum process capacity, returning the complex to steady-state production of 500,000 tonnes. Kamoa-Kakula’s open-pit CapEx is estimated at between $100 million and $200 million, solar capacity is planned to increase to 120 megawatts by late 2027 and then to 150 megawatts by mid-2028, and Kipushi guidance was narrowed to between 270,000 and 290,000 tonnes of zinc, with Q4 sales expected to exceed production probably by around 10,000 tonnes. Platreef Phase 1 is expected to reach commercial production either late this year or very, very early next year, Phase 2 completion is targeted for Q4 2027, with milling capacity of 3.3 million tonnes per annum, and Phase 2 is expected to be a nice substantial contributor to EBITDA from 2028 onwards.
Ivanhoe Mines Peers Comparison
Overall Rating
TSE:TECK.A72Outperform
TSE:TECK.B69Neutral
TSE:SKE51Neutral
TSE:NGEX48Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| TSE:TECK.A | 72Outperform | CAD 43.81B | 11.69 | 14.09% | 0.55% | 44.25% | 220.56% |
| TSE:TECK.B | 69Neutral | CAD 43.81B | 11.69 | 14.09% | 0.55% | 44.25% | 220.56% |
| Sector * | 61Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
| TSE:SKE | 51Neutral | CAD 5.60B | -21.12 | -166.74% | ― | ― | -36.42% |
| TSE:NGEX | 48Neutral | CAD 4.83B | -40.72 | -24.50% | ― | ― | -1.68% |
* Basic Materials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:IYAA | Ivanhoe Mines | 5.09 | -2.71 | -34.79% | |
| TSE:TECK.B | Teck Resources | 90.71 | 32.35 | 55.43% | |
| TSE:SKE | Skeena Resources | 43.51 | 18.48 | 73.83% | |
| TSE:TECK.A | Teck Resources class A | 90.68 | 32.90 | 56.95% | |
| TSE:NGEX | Ngex Minerals Ltd. | 22.17 | -1.50 | -6.34% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.