Ivanhoe Electric Inc. (IE): A Bull Case Theory
We came across a bullish thesis on Ivanhoe Electric Inc. on The Oak Bloke’s Substack. In this article, we will summarize the bulls’ thesis on IE.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alyeska Investment Group Anand Parekh | 7,552,332 | $120,686,265 | +260% | 0.34% |
| 2. | SailingStone Capital Partners Mackenzie B. Davis And Kenneth L. Settles Jr | 3,781,417 | $60,427,044 | -27% | 15.01% |
| 3. | MFN Partners Farhad Nanji And Michael Demichele | 2,553,191 | $40,799,992 | 0.87% | |
| 4. | Driehaus Capital Richard Driehaus | 2,103,189 | $33,608,960 | -1% | 0.23% |
| 5. | Ripple Effect Asset Management Ravi Bellur | 950,025 | $15,181,400 | +91% | 4.35% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.76 | 50,000 | $288,000.00 | 730,753 | 2025-03-07 | Filing | |
| $5.83 | 5,000 | $29,149.50 | 11,510 | 2025-03-06 | Filing | |
| $5.75 | 2,500 | $14,375.00 | 50,000 | 2025-03-07 | Filing | |
| $5.92 | 7,500 | $44,400.00 | 47,500 | 2025-03-06 | Filing | |
| $5.84 | 10,000 | $58,400.00 | 40,000 | 2025-03-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.20 | 14,863 | $196,191.60 | 32,768 | 2026-03-06 | Filing | |
| $13.20 | 17,123 | $226,023.60 | 84,247 | 2026-03-06 | Filing | |
| $13.20 | 6,233 | $82,275.60 | 12,466 | 2026-03-06 | Filing | |
| $13.20 | 6,808 | $89,865.60 | 626,110 | 2026-03-06 | Filing | |
| $13.20 | 4,664 | $61,564.80 | 46,706 | 2026-03-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,085 | $24,645 | 0% | |
| 2. | 1,385 | $16,371 | 0% | |
| 3. | 802 | $9,480 | 0% | |
| 4. | 750 | $9,158 | 0% |