Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?

To: Metacomet who wrote (5772)	2/1/2006 6:39:35 PM
From: LoneClone	Read Replies (1) \| Respond to of 78411

I have quite a bit of IVN and have been waiting patiently, occasionally adding some more when it drops to $8. Although Ivanhoe can start mining coal without an SA, and some are claiming that OT South can go ahead without an SA, IMO the share price will be stuck in a trading range until the Stability Agreement is finally done and signed. Then the alliances with Mitsubishi and the like can go forward and the cash flow will ramp up quickly even before the big underground mines are built and producing. I'm prepared to wait a few more years in light of the eventual reward. LC

To: Metacomet who wrote (5772)	2/1/2006 7:00:57 PM
From: ogi	Read Replies (1) \| Respond to of 78411

It is typical of resource development. First show there is a deposit, then prove that there is an economic concentration of mineralization. Once you have achieved a certain critical mass, there further exploration dollars expended actually gives a diminishing return in comparison to earlier results. Ivanhoe continues to build the deposit but that it is moot for investors now. They must prove it can be mined and then prove it can be mined as outlined in the feasibility. Today's news, as great as it is, actually is of no significance at this point. It is of significance only once mining is taking place. Lone Cloud has the right idea, it will take years now to realize the value and the value is enormous. Whenever it becomes a mine it will be revalued.Who cares if it has 5 billion$ or 7 billion$, whatever the number is, of contained metal value at this point? Cheers, Ogi