Revenue distribution by industry:

• Mining: 100% (2025)

TOP 3 markets and their percentage shares:

• China: 45%
• Japan: 20%
• South Korea: 15%

Ivanhoe Mines Ltd. is a company that focuses entirely on mining, particularly on the extraction of copper, nickel, platinum, and palladium. The majority of revenues are generated through the sale of these raw materials.

China is the largest market for Ivanhoe Mines, driven by high demand for copper and other metals for industrial production. Japan and South Korea follow as important customers, also heavily involved in the technology and automotive industries that require these raw materials.

Production sites of Ivanhoe Mines Ltd.:

1. Kamoa-Kakula Project: Democratic Republic of the Congo
2. Platreef Project: South Africa
3. Kipushi Project: Democratic Republic of the Congo

Ivanhoe Mines Ltd. is a Canadian mining company specializing in the exploration and development of mineral resources. The company operates mainly in the Democratic Republic of the Congo and South Africa. The Kamoa-Kakula Project is one of the world's largest copper projects, while the Platreef Project in South Africa targets platinum, palladium, nickel, copper, and gold. The Kipushi Project is known for its zinc deposits. These strategically important sites enable Ivanhoe Mines to play a significant role in the global mining industry.

Current Production Capacity Expansion: 50% by 2026
Investments in Exploration: $200 million USD annually (estimated)

Ivanhoe Mines Ltd. is pursuing a growth strategy based on expanding its existing production capacities and intensive exploration of new resources. A key element of this strategy is the significant increase in production capacity of its existing mines, especially the Kamoa-Kakula mine, which is considered one of the largest copper resources in the world.

In addition, the company is continuously investing in exploring new areas to expand its resource base. These investments amount to an estimated $200 million USD annually, indicating that Ivanhoe Mines is striving to solidify its position as a leading player in the copper and platinum metal production sector.

In the long term, the company plans to increase its efficiency and explore new markets through strategic partnerships and technological innovations. This is intended not only to increase production volume but also to optimize cost structure.

Commodities/Materials: Copper, Nickel, Platinum, Palladium

Main Import Countries: South Africa, Zambia, Democratic Republic of the Congo

Ivanhoe Mines Ltd. is a mining company that focuses on the exploration and development of mineral resources. The company operates mainly in Africa, particularly in the Democratic Republic of the Congo and South Africa.

While Ivanhoe Mines itself specializes primarily in the production of copper, nickel, platinum, and palladium, it imports materials and equipment necessary for mining and processing these raw materials. These imports mainly come from countries with a strong mining industry, such as South Africa and Zambia, which have the required infrastructure and expertise.

Furthermore, the company could also import specialized machinery and technologies from other industrialized countries to support its mining activities. These imports are crucial for the efficiency and sustainability of Ivanhoe Mines' mining operations.

Copper production: 400,000 tons (2024) Cash costs per pound of copper: 1.20 USD (2024) Projected revenue growth: 10% (2025)

Ivanhoe Mines Ltd. has a significant competitive advantage, mainly due to its high-grade copper projects and low production costs. The Kamoa-Kakula mine, one of the largest and highest-grade copper mines in the world, allows the company to produce copper at one of the lowest costs per pound in the industry.

In addition, Ivanhoe Mines benefits from strategic partnerships and investments in infrastructure that improve market access and increase operational efficiency. Continuous investments in technology and sustainable practices also strengthen the company's long-term competitiveness.

With a projected revenue growth of 10% in 2025, Ivanhoe Mines remains well positioned to benefit from the increasing demand for copper, especially in the context of the energy transition and the expansion of electromobility.

Institutional Investor Share: approximately 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Ivanhoe Mines Ltd. traditionally stands at around 40-50%, indicating a strong trust from institutional investors in the company. These investors typically value the company's long-term growth prospects and strategic direction.

Regarding insider buys and sells, there were no significant transactions in the last quarter. This could suggest that the management and other insiders are content with the current valuation of the company and do not anticipate any short-term changes in the company's strategy or valuation.

Market share of Ivanhoe Mines Ltd.: Estimate 3-5% (2025)

Top competitors and their market shares:

1. BHP Group - 15%
2. Rio Tinto - 14%
3. Vale S.A. - 12%
4. Anglo American - 10%
5. Freeport-McMoRan - 8%
6. Glencore - 7%
7. Ivanhoe Mines Ltd. - 3-5%
8. Teck Resources - 3%
9. Southern Copper Corporation - 3%
10. Barrick Gold Corporation - 2%

Moat of Ivanhoe Mines Ltd.:

Ivanhoe Mines Ltd. possesses a significant moat through its high-quality copper and platinum deposits, especially in the Kamoa-Kakula Mine in the Democratic Republic of Congo. This mine is among the largest and richest copper resources globally, providing Ivanhoe with a strategic advantage.

Compared to larger competitors like BHP Group and Rio Tinto, which have diversified mining portfolios and global presence, Ivanhoe Mines is more focused on specific projects. This can be both an advantage and a disadvantage. The advantage lies in specialization and the high quality of resources, while the disadvantage is in lower diversification and the associated higher risk exposure.

Larger competitors often have a stronger moat due to their established market position, extensive infrastructure, and financial resources, enabling them to better withstand economic fluctuations and invest in new technologies. However, Ivanhoe Mines can remain competitive through its specialized projects and strategic partnerships.

Revenue Growth: 18% (2024 compared to 2023)
Production Increase: 20% (2024)
Copper Price Forecast: Stable to rising (2025)

Ivanhoe Mines Ltd. achieved an impressive revenue growth of 18% in 2024, attributed to increased production and efficiency improvements in their mines. Production was increased by 20%, highlighting the company's capacity and operational performance.

The copper price forecasts for 2025 are stable to rising, which is advantageous for Ivanhoe Mines as a copper producer. These market conditions could lead to further revenue growth, as copper plays a central role in the energy transition and electrification.

Additionally, the company has invested in expanding and modernizing its mines, which could lead to long-term cost savings and improved profit margins. Given these factors, Ivanhoe Mines Ltd. could be an attractive investment for investors looking to benefit from the positive developments in the commodity sector.

Dividend payment: No dividend (as of 2025)

Ivanhoe Mines Ltd. currently does not pay any dividends to its shareholders. The company is mainly engaged in the exploration and development of mineral resources, which typically involves high investments and capital expenditures.

Companies in this industry, especially those focusing on developing new projects, tend to reinvest profits into further exploration and expanding their mines rather than paying out dividends. This allows them to promote long-term growth and expand their resource base.