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Price · 1Y
$7.53
Thesis
Ivanhoe Mines operates the Kamoa-Kakula complex in the Democratic Republic of Congo, among the highest-grade large copper deposits in the world. Its output is leveraged to copper demand but carries the operational and jurisdictional risk of a single core asset.
Catalysts
- Phased expansion of Kamoa-Kakula production
- Copper price strength on electrification demand
- Power and smelter infrastructure progress