Ivanhoe Mines Ltd Stock Price, News & Analysis

Ivanhoe Mines (OTCQX: IVPAF) reported Q3 2025 operational results: combined Phase 1–3 concentrators milled 3.46 Mt and produced 71,266 tonnes of copper in concentrate, with year-to-date copper at 316,393 t. The company maintained 2025 copper guidance of 370,000–420,000 t. Stage Two dewatering at Kakula is >20% complete and expected to finish end-November 2025; full mine dewatering is projected by February 2026. Heat-up of the on-site, 500 ktpa direct-to-blister smelter is due in early November; unsold concentrate inventory stood at 59,000 t on Sept 30, 2025.

Kipushi set a quarterly zinc record (reported 57,200 t), following an August debottlenecking program.

Ivanhoe Mines (OTCQX: IVPAF) has initiated Stage Two dewatering at its Kakula Mine, with three out of four high-capacity submersible pumps already commissioned. The underground water level has dropped by 10 meters out of approximately 80 meters total depth. Once all four Stage Two pumps are operational, the total pumping rate is expected to reach 6,400 liters per second.

The company expects the majority of Stage Two dewatering to be completed by end of November 2025. As water levels decline, the mining team has begun rehabilitating newly dewatered areas. Ivanhoe has set a medium-term production target of over 550,000 tonnes of copper annually but has deferred issuing specific 2026 and 2027 production guidance until further inspection of dewatered areas is completed.

Ivanhoe Mines (OTCQX: IVPAF) has secured a strategic US$500 million private placement investment from Qatar Investment Authority (QIA). The deal involves issuing 57,516,666 common shares at C$12.00 per share to QIA, which will result in QIA owning approximately 4% of Ivanhoe's outstanding shares.

The investment proceeds will be used to advance growth opportunities in critical minerals exploration, development, and mining. The deal includes customary investor rights for QIA, including potential board representation and information rights if ownership exceeds 10%. Existing major shareholders CITIC Metal Africa and Zijin Mining will have rights to maintain their pro rata equity interests.

Ivanhoe Mines (OTCQX: IVPAF) has announced significant discoveries in its Kazakhstan exploration project within the Chu-Sarysu Basin, the world's third-largest sediment-hosted copper basin. The company has identified surface copper mineralization at the Merke licence, featuring a 20-metre thick zone with samples yielding 1.0% to 5.0% copper.

A major 15,000-metre diamond drill campaign has commenced across their 16,000 km² licence package. The first drilling is targeting the Glubokoe licence, following up on Soviet-era findings that showed three copper-bearing intervals over 26 metres.

This exploration is part of Ivanhoe's joint venture with Pallas Resources, formed in February 2025. Ivanhoe will sole-fund up to $18.7 million over the first two years and can earn up to 80% stake in seven projects for a maximum consideration of $115 million over four years.

Ivanhoe Mines (OTCQX: IVPAF) has successfully completed the debottlenecking program at its Kipushi Zinc Mine ahead of schedule and under budget. The program has increased the concentrator throughput rate by 20% from 800,000 to 960,000 tonnes of ore annually.

Key achievements include a record 1,052 tonnes of zinc produced in 24 hours (equivalent to 340,000 tonnes annually) and improved dense media separation (DMS) circuit availability from 70% to 96%, boosting concentrator recoveries to over 90%. The company has signed a three-year offtake agreement with Mercuria for up to one-third of Kipushi's zinc concentrate, including a $20 million loan facility.

The company maintains its 2025 production guidance of 180,000-240,000 tonnes of zinc, with expectations of significantly increased production rates for the remainder of the year.

Ivanhoe Mines (OTCQX:IVPAF) announced operational updates for dewatering and rehabilitation at its Kamoa-Kakula Copper Complex following seismic activity in May 2025. The company has completed "Stage One" dewatering and is set to begin "Stage Two," which involves installing four new high-capacity submersible pumps (650 liters/second each) to dewater the eastern side of Kakula Mine.

Two of the four 4.2 MW pumps are expected to be operational by month-end, with the remaining two operational by mid-September. The company anticipates improved copper grades towards year-end as water levels subside, with selective mining in eastern workings to commence in Q1 2026. Kamoa-Kakula will reinstate its 2026/2027 production guidance in September 2025, with an updated long-term mine plan expected in Q1 2026.

Summary not available.

Ivanhoe Mines (OTCQX:IVPAF) reported Q2 2025 operational results from its Kamoa-Kakula copper project, producing 112,009 tonnes of copper, an 11% year-over-year increase. The Phase 1 and 2 concentrators are operating at 85% capacity, with 45% feed from Kakula's western side.

Key operational updates include: Stage 1 dewatering progressing as planned with Stage 2 starting next month, development of a new eastern mining area, and the Phase 3 concentrator operating 30% above design capacity. The company's direct-to-blister copper smelter is scheduled to start heat-up in September 2025, with first production expected in October.

Project 95, aimed at increasing recovery rates to 95%, is 50% complete and on track for Q1 2026 completion. The company maintains 53,600 tonnes of unsold copper concentrate stockpiles on-site as of June 30, 2025.

Ivanhoe Mines (OTCQX: IVPAF) announced it will release its Q2 2025 production results before market open on Tuesday, July 8, 2025. The release will include an operations and project development update, providing investors with insights into the company's mining activities and ongoing projects.