Ivanhoe Electric
About: Ivanhoe Electric Inc is a United States-based d minerals exploration company with a focus on developing mines from mineral deposits principally located in the United States. The company has four business segments; Santa Cruz Project; critical metals; data processing services; and energy storage. It derives a majority of its revenue from Canada. The Santa Cruz Project and critical metals segments are focused on mineral project exploration and development. The data processing segment provides data analytics, geophysical modeling, and artificial intelligence services for the mineral, oil & gas, and water exploration industries. The energy storage segment develops, manufactures, and installs vanadium flow batteries for grid-scale energy storage.
Employees: 240
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
8% more funds holding
Funds holding: 117 [Q4 2024] → 126 (+9) [Q1 2025]
1.51% more ownership
Funds ownership: 60.1% [Q4 2024] → 61.61% (+1.51%) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
13% less capital invested
Capital invested by funds: $546M [Q4 2024] → $476M (-$70M) [Q1 2025]
85% less call options, than puts
Call options by funds: $211K | Put options by funds: $1.37M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JP Morgan Bill Peterson | 65%upside $15 | Overweight Maintained | 30 Jun 2025 |
Scotiabank Orest Wowkodaw | 43%upside $13 | Sector Outperform Maintained | 24 Jun 2025 |
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