-financing for oyu toloi in place
-construction of oyu tolgoi ahead of schedule
-Ivanhoe Australia becoming increasingly important to exploration (3/4 of exploration expense in 1Q11 compared to less than half the year before).
-new sources of gold being discovered around oyu tolgoi
-very low long term debt for a company of that size that is nearing large scale production.
-Rio Tinto a company with cash flows breaking company records seemingly every reporting period, has too much of a stake in both Ivanhoe Mines and Oyu Tolgoi, commodities would have to plumment for them to reconsider. Rio Tinto now occupies 6 board seats at Ivanhoe Mines and has shown a lot of interest in taking over the company (hostile takeover is unlikely given new stipulations implemented by Ivanhoe's shareholders as well as stong interest in the main asset expressed by other groups).
-Commodity prices have risen across the board/gold rose 28% in the year leading up to Sept 2010 when silver was lackluster (only 4% growth) but in 2011 both soared along with copper which was volatile but showed an overall upward trend (33% rise between May 2010 and May 2011 but no growth between Jan and May 2011).
