IE Ivanhoe Electric Inc.

XASE 8.49 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

IE $8.49 —
Key stats
$8.49
Pre-market $8.23 -3.06%
52-Week Range
$7.86 – $21.55
YTD
-48.07%
IV Rank (30D)
17.46
Straddle Price
$1.52
P/C Vol Ratio
0.07
Market Cap
$1.3B
Open
$8.65
Day Range
$8.24 – $8.68
Volume
1,844,219
Prev Close
$8.45
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.64
Cost of Equity (CAPM)14.16% (VRP-adj)
WACC14.15%
Volatility Risk Premium+31.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$-0.1B
Return on Equity (TTM)-6.6%
Book / Price46.1% — banking bias active (P/B is primary)
Gross Margin (TTM)64.8%
FCF Margin (TTM)-4266.5%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
SMA 50$10.12 (Market Anchor value)
SMA 20 / Bollinger Mid$9.60
Bollinger Width / SMA20353.2% (drives anchor stability)
Net Debt$-0.3B
Market Cap$1B
Peers used for multiples: CLF, CMC, FCX, NEM, NUE, STLD (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
36%
20-Day Fair Value
≈ by Nov 20, 2026
$8.58
α +1.0% rank 43%
conviction
60%
40-Day Fair Value
≈ by Dec 21, 2026
$8.59
α +1.2% rank 50%
conviction
37%
60-Day Fair Value
≈ by Jan 19, 2027
$8.57
α +1.0% rank 35%
conviction
36%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 20.6× · 5 peers
Peer EV/EBITDA n/a 0% median 11.9× · 6 peers
Peer P/B $12.08 50% median 3.1× · 6 peers
Peer P/S $0.04 50% median 1.7× · 6 peers
Market Anchor (SMA50) $10.12 0% stability 0% (BB-width)
Options Expected (B-L 30d) $8.42 0% 5 strikes · skew +0.29
As of 2026-10-22 · updated
About
Industry (SIC)
METAL MINING (1000) · industry map
Exchange
XASE
Market Cap
$1.3B
Employees
286
List Date
2022-06-28
CIK
0001879016
Next Earnings
2026-11-04 (Pre-Market)
EPS Forecast
($0.15) (1 est.)
Headquarters
Tempe, AZ
Homepage
https://www.ivanhoeelectric.com

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, a…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'22'23'24'25'26Avg
Jan--11.72%-16.15%-25.81%4.53%-6.43%
Feb--13.61%-16.76%4.37%-6.73%-1.38%
Mar---21.41%28.27%1.75%-29.85%-5.31%
Apr--1.10%2.54%11.31%5.08%5.01%
May--2.63%12.24%19.32%2.83%9.26%
Jun-19.44%0.00%-13.23%20.13%-29.80%-8.47%
Jul2.11%21.52%4.42%5.99%-3.80%6.05%
Aug10.06%-3.64%-24.09%-6.99%14.02%-2.13%
Sep-16.67%-26.09%28.77%45.25%-1.10%6.03%
Oct17.13%-10.96%19.69%21.13%-15.10%*6.38%
Nov1.06%10.08%-8.20%6.55%--2.37%
Dec19.35%-12.50%-18.64%24.45%--3.17%
Total6.58%-23.18%-18.42%189.11%-52.22%20.38%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $9.60
SMA 50: $10.12
SMA 200: $12.43
Current: $8.49
EMA 12: $9.02
EMA 26: $9.48
MACD: -0.4627 | Signal: -0.1311
BEARISH
ADX (14): 15.84
RANGE
+DI: 18.60
−DI: 31.57

Momentum Oscillators

RSI (14): 38.86
NEUTRAL
Stoch %K: 23.51
Stoch %D: 25.25
Williams %R: -78.89

Volume & Volatility

BB Upper: $11.23
BB Lower: $7.97
NEUTRAL
OBV: 19,554,874
Vol SMA 20: 2,243,852
Vol ROC: 8.62%
ATR: $0.65
True Range: $0.44
HV 20: 71.5%
HV 30: 73.9%
HV 60: 72.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report - IE

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers:

  • High volatility (beta: 3.14) indicates increased risk
  • Recent price action has been influenced by negative sentiment in the options market (put/call ratio: 4.86)
  • Lack of earnings data and limited news headlines hinder investment thesis

Primary Risks:

  • Market volatility could exacerbate existing risks
  • Options market sentiment remains bearish, which may impact future price movements

Investment Thesis: IE is a high-risk stock with potential for significant price fluctuations. The lack of earnings data and mixed news headlines create uncertainty around the company's fundamentals.

Recent News Sentiment Impact: NEUTRAL

Technical Analysis

Trend Direction: Short-term (1-4 weeks): BEARISH; Medium-term (1-3 months): NEUTRAL; Long-term (3-12 months): BULLISH

Support/Resistance Levels:

  • Upper Bollinger Band: $11.99
  • Middle Line (EMA 20): $10.85
  • Lower Bollinger Band: $9.72

Momentum Signals:

  • RSI (14) interpretation: NEUTRAL (56.37)
  • MACD signal: Bullish momentum (0.45 / Signal: 0.09 / Histogram: 0.36)

Volume Analysis: Volume trends suggest institutional interest is decreasing, which may indicate a lack of support for the stock's current price.

News & Sentiment Analysis

Recent Headlines Summary: The news headlines have been neutral in tone, with no significant catalysts or events driving the stock's recent price action.

Sentiment Assessment: Neutral sentiment (based on headline analysis)

Catalyst Identification: No specific catalysts have been identified that could impact the stock's short-term or long-term performance.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to market (beta: 3.14)

Volatility Regime: Current volatility is higher than historical levels, indicating increased uncertainty and risk

Options Market Signals: IV rank indicates medium-level volatility; put/call ratio suggests bearish sentiment

Market Context & Positioning

Sector Performance: IE's performance has been weak compared to its sector peers

Institutional Activity: Volume patterns suggest institutional interest is decreasing

Correlation Analysis: R-squared interpretation: 0.53 (indicating a moderate correlation with the broader market)

Relative Valuation: The stock is trading near its lower Bollinger Band, indicating potential support

Key Levels & Action Items

Critical Price Levels:

  • Support: $10.85 (EMA 20), $9.72 (Lower Bollinger Band)
  • Resistance: $11.99 (Upper Bollinger Band)

Breakout/Breakdown Levels: No specific levels have been identified that could trigger significant price movements.

Time-Sensitive Catalysts: No earnings dates or product launches have been scheduled, which may impact the stock's short-term performance.

Risk Management: Stop-loss levels should be set around $10.50 to minimize potential losses in case of a further decline. Position sizing considerations should prioritize risk management over profit targets.

Generated
News
All IE news →
Earnings History
2 of 2 under expected move
Avg Expected Move
23.24%
Avg Actual Move
5.53%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2025-02-11 Pre-Market 21.27% 5.14% 0.24x Within
2025-10-21 Pre-Market 25.22% 5.91% 0.23x Within

Earnings calendar: this week’s reports with expected vs actual moves →

IE Options Activity & IV Rank

IE IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 71.0%
7-DTE IV: —
Expected Move: $1.52
7-DTE Move: $1.52
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 313
Put Volume: 22
P/C Volume: 0.07
BULLISH
Call OI: 1,459
Put OI: 1,331
P/C OI: 0.912
Total OI: 2,790

ATM Options Pricing

ATM Call: $1.25
ATM Put: $0.28
Call %: 14.7%
Put %: 3.2%

Chain Summary

Chain Volume: 2,886
Chain OI: 53,074
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 19th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
19%
vs own history
GEX tilt
-0.88
OI-weighted, today
Vanna tilt
+0.86
δ-sensitivity to IV
Charm tilt
-0.86
δ-decay vs time
Vanna tilt +0.86: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.86: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 3k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 21 · ATM 69.5% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)17.5LowOct 21
Straddle Price (30 DTE)$1.52Oct 21
Beta Analysis

Risk Metrics

Beta: 3.2432
Alpha: -81.83%
Correlation: 0.5430
R-Squared: 29.5%
Stock Volatility: 75.9%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own IE
6 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$6.6M
0.00%
#1877 of 3716+385.6%13F
Renaissance Technologies Hedge fund
Jim Simons
$6.5M
0.01%
#1308 of 3138+87.1%13F
Bridgewater Associates Hedge fund
Ray Dalio
$6.0M
0.02%
#437 of 997+10.6%13F
Citadel Hedge fund
Ken Griffin
$6.0M
0.00%
#1956 of 6285+165.5%13F
Rockefeller Capital Management Family office
Rockefeller family
$3.9M
0.01%
#1086 of 4729+340.0%13F
Point72 Hedge fund
Steve Cohen
$440K
0.00%
#1660 of 1945+7.3%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

IE Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 139,394,110 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

213 filers125,006,923 shares$1.24B value89.68% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 15,224,640 $146.31M 11.76% 10.92% 2026-06-30
2 T. Rowe Price Associates, Inc. 11,080,166 $106.48M 8.56% 7.95% 2026-06-30
3 Vanguard Group Inc Custodian 6,579,446 $105.14M 8.45% 4.72% 2025-12-31
4 State Street Corp 10,744,717 $103.26M 8.30% 7.71% 2026-06-30
5 FMR LLC Custodian 9,016,823 $86.65M 6.96% 6.47% 2026-06-30
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7,215,835 $69.09M 5.55% 5.18% 2026-06-30
7 Wellington Management Group LLP Custodian 7,038,087 $67.64M 5.44% 5.05% 2026-06-30
8 Alyeska Investment Group, L.P. 6,858,654 $65.91M 5.30% 4.92% 2026-06-30
9 Vanguard Capital Management LLC 5,506,565 $52.92M 4.25% 3.95% 2026-06-30
10 SailingStone Capital Partners LLC 4,195,373 $40.32M 3.24% 3.01% 2026-06-30
11 PRIMECAP Management Co 3,428,284 $32.95M 2.65% 2.46% 2026-06-30
12 Geode Capital Management, LLC Custodian 3,039,086 $29.21M 2.35% 2.18% 2026-06-30
13 MFN Partners Management, LP 2,553,191 $24.54M 1.97% 1.83% 2026-06-30
14 Goehring & Rozencwajg Associates, LLC 2,267,908 $21.79M 1.75% 1.63% 2026-06-30
15 Legal & General Group Plc Custodian 1,872,464 $17.99M 1.45% 1.34% 2026-06-30
16 Vanguard Portfolio Management LLC 1,257,268 $12.08M 0.97% 0.90% 2026-06-30
17 Northern Trust Corp Custodian 1,079,648 $10.38M 0.83% 0.77% 2026-06-30
18 D. E. Shaw & Co., Inc. Custodian 1,062,657 $10.21M 0.82% 0.76% 2026-06-30
19 Morgan Stanley Custodian 1,057,428 $10.16M 0.82% 0.76% 2026-06-30
20 Kopernik Global Investors, LLC 1,033,970 $9.94M 0.80% 0.74% 2026-06-30
21 Charles Schwab Investment Management, Inc. 983,719 $9.45M 0.76% 0.71% 2026-06-30
22 Dimensional Fund Advisors LP Custodian 924,619 $8.88M 0.71% 0.66% 2026-06-30
23 Goldman Sachs Group Inc Custodian 917,772 $8.82M 0.71% 0.66% 2026-06-30
24 Vanguard Fiduciary Trust Co 839,588 $8.07M 0.65% 0.60% 2026-06-30
25 ALPS ADVISORS INC 825,533 $7.93M 0.64% 0.59% 2026-06-30
11 filers$7.69M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $1.68M 21.80% 2026-06-30
2 GROUP ONE TRADING LLC Custodian $1.63M 21.20% 2026-06-30
3 Citadel Advisors LLC Custodian $1.34M 17.49% 2026-06-30
4 Susquehanna International Group, LLP Custodian $1.09M 14.13% 2026-06-30
5 IMC-Chicago, LLC Custodian $607.35K 7.90% 2026-06-30
6 Wolverine Trading, LLC Custodian $603.29K 7.85% 2025-09-30
7 Simplex Trading, LLC Custodian $468.97K 6.10% 2026-06-30
8 HAP TRADING, LLC $159.22K 2.07% 2025-09-30
9 Walleye Trading LLC $62.47K 0.81% 2026-06-30
10 Point72 Asset Management, L.P. $49.97K 0.65% 2026-06-30
11 FNY Investment Advisers, LLC $0 0.00% 2026-09-30
13 filers$17.99M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $4.75M 26.40% 2026-06-30
2 Citadel Advisors LLC Custodian $2.85M 15.85% 2026-06-30
3 GROUP ONE TRADING LLC Custodian $2.28M 12.66% 2026-06-30
4 Goldman Sachs Group Inc Custodian $2.11M 11.76% 2026-06-30
5 Parallax Volatility Advisers, L.P. $1.72M 9.59% 2026-06-30
6 Caption Management, LLC $1.72M 9.59% 2026-06-30
7 IMC-Chicago, LLC Custodian $710.18K 3.95% 2026-06-30
8 Simplex Trading, LLC Custodian $613.12K 3.41% 2026-06-30
9 Jane Street Group, LLC Custodian $382.48K 2.13% 2026-06-30
10 Crawford Fund Management, LLC $365.18K 2.03% 2026-06-30
11 Wolverine Trading, LLC Custodian $310.46K 1.73% 2025-09-30
12 TUDOR INVESTMENT CORP ET AL $151.84K 0.84% 2026-06-30
13 Walleye Trading LLC $13.45K 0.07% 2026-06-30

IE Insider Trading (Form 4)

Latest: 2026-06-26
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-26 Robert M Friedland Executive Chairman Exer (M) +916,666 $2.49 $2.28M EDGAR
2026-03-09 Hirofumi Katase Director Award (A) +9,901 — EDGAR
2026-03-09 Quentin Markin See Remarks Award (A) +30,465 — EDGAR
2026-03-09 Joseph Taylor Melvin President and CEO Mixed +38,889 $13.20 -$89.9K EDGAR
2026-03-09 Priya Patil Director Award (A) +9,901 — EDGAR
2026-03-09 Patrick Loftus-Hills Director Award (A) +9,901 — EDGAR
2026-03-09 Robert M Friedland Executive Chairman Award (A) +79,208 — EDGAR
2026-03-09 Russell David Ball Director Award (A) +9,901 — EDGAR
2026-03-09 Sofia Bianchi Director Award (A) +9,901 — EDGAR
2026-03-09 Graham Richard Thomas Boyd Senior VP, Exploration Mixed +4,365 $13.20 -$147.1K EDGAR
2026-03-09 Victoire de Margerie Director Award (A) +9,901 — EDGAR
2026-03-09 Glen Nickolas Kuntz SVP, Mine Development Mixed +7,985 $13.20 -$196.2K EDGAR
2026-03-09 Stephani Terhorst Vice President Human Resources Mixed +6,105 $13.20 -$82.3K EDGAR
2026-03-09 Ronald J Vance Director Award (A) +9,901 — EDGAR
2026-03-09 Cassandra Pulskamp Joseph Gen. Counsel / Corp. Secretary Mixed +18,184 $13.20 -$61.6K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

IE Insider Holdings

17 insiders · @ $8.49
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Robert M Friedland Executive Chairman 12,719,406 $107.99M $9.04M 14 2026-06-26
2 Prestige Century Investments Ltd 10%+ Owner 9,665,673 $82.06M -$158.95M 1 2025-09-29
3 Hirofumi Katase Director 9,344,644 $79.34M $0 7 2026-03-09
4 Quentin Markin See Remarks 828,908 $7.04M -$1.32M 6 2026-03-09
5 Joseph Taylor Melvin President and CEO 626,110 $5.32M -$216.1K 9 2026-03-09
6 Mark Andrew Stuart Gibson Chief Geophysics Officer 313,714 $2.66M -$1.54M 11 2025-03-10
7 Graham Richard Thomas Boyd Senior VP, Exploration 183,079 $1.55M -$1.88M 9 2026-03-09
8 Jordan Neeser Chief Financial Officer 107,095 $909.2K -$50.1K 7 2026-03-09
9 Cassandra Pulskamp Joseph Gen. Counsel / Corp. Secretary 71,554 $607.5K -$2.07M 6 2026-03-09
10 Priya Patil Director 39,601 $336.2K $0 5 2026-03-09
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

IE Board & Officers

As of SEC filings through Sep 2, 2026

Directors 9

Officers 10

Changes in the last 10 years (46)
Sep 1, 2026Michelle Marie Lammers became Chief Operating Officer
Aug 1, 2026Alexander William Neufeld became SVP, Exploration
Sep 29, 2025Prestige Century Investments Ltd reported in an SEC filing no longer being a 10% owner
Sep 29, 2025Chow Tai Fook Enterprises Ltd reported in an SEC filing no longer being a 10% owner
Sep 29, 2025Century Vision Holdings Ltd reported in an SEC filing no longer being a 10% owner
Sep 29, 2025CHOW TAI FOOK CAPITAL Ltd reported in an SEC filing no longer being a 10% owner
Sep 29, 2025CHOW TAI FOOK (HOLDING) Ltd reported in an SEC filing no longer being a 10% owner
May 7, 2025The company announced the departure of Mark Andrew Stuart Gibson as Chief Geophysics Officer in an SEC filing
Mar 7, 2024Glen Nickolas Kuntz listed as SVP, Mine Development (previously Chief Tech & Innovation Off.) in SEC filings
Mar 1, 2024Cassandra Pulskamp Joseph listed as Gen Counsel & Corp Secretary (previously VP, Gen Counsel and Corp Sec) in SEC filings
Aug 15, 2023Graham Richard Thomas Boyd listed as Senior VP, Exploration (previously Senior VP, US Exploration) in SEC filings
Aug 14, 2023Stephani Terhorst became Vice President Human Resources
Jul 6, 2023Sofia Bianchi became a director
Jul 5, 2023Mark Andrew Stuart Gibson listed as Chief Geophysics Officer (previously Chief Operating Officer) in SEC filings
Jun 8, 2023Ronald J Vance became a director
Mar 17, 2023The company announced the departure of Oskar Lewnowski from the board in an SEC filing
Mar 17, 2023Patrick Loftus-Hills became a director
Feb 1, 2023Cassandra Pulskamp Joseph became VP, Gen Counsel and Corp Sec
Jan 1, 2023Quentin Markin became Executive Vice-President, Business Development and Strategy Execution
Nov 23, 2022Robert M Friedland listed as Executive Chairman (previously Chief Executive Officer) in SEC filings
Not reported recently (6)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

IE Proposed Insider Sales (Form 144)

Latest: 2026-03-06
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-03-06 Joseph Taylor Melvin Affiliate 8,002 $105.6K 2026-03-06 J.P. Morgan Securities LLC — EDGAR
2026-03-06 Stephani Terhorst Affiliate 6,233 $82.3K 2026-03-06 J.P. Morgan Securities LLC — EDGAR
2026-03-06 Jordan Neeser Affiliate 17,123 $226.0K 2026-03-06 J.P. Morgan Securities LLC — EDGAR
2026-03-06 Cassandra Joseph Affiliate 11,147 $147.1K 2026-03-06 J.P. Morgan Securities LLC — EDGAR
2026-03-06 Cassandra Joseph Affiliate 14,863 $196.2K 2026-03-06 J.P. Morgan Securities LLC — EDGAR
2026-03-06 Cassandra Joseph Affiliate 5,574 $73.6K 2026-03-06 J.P. Morgan Securities LLC — EDGAR
2026-03-05 Cassandra Joseph Affiliate 50,000 $850.0K 2026-03-05 J.P. Morgan Securities LLC — EDGAR
2026-02-25 Cassandra Joseph Affiliate 150,000 $2.36M 2026-02-25 J.P. Morgan Securities LLC — EDGAR
2025-12-29 QUENTIN MARKIN affiliate 90,000 $1.47M 2025-12-29 J.P. Morgan Securities LLC — EDGAR
2023-11-21 Melvin Joseph Taylor Officer, Director 70,000 $727.3K 2023-11-21 GLOBAL SHARES FINANCIAL SERVICES — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
53 ETFs hold IE
25 shown · $211.43M total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 XME State Street® SPDR® S&P® Metals & Mining ETF SPDR (State Street) 1.15% $43.8M $3.8B 2026-10-20
2 COPX Global X Copper Miners ETF Global X 0.60% $40.3M — 2026-10-21
3 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $40.0M — 2026-09-30
4 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.03% $25.9M $75.1B 2026-10-20
5 VXF Vanguard Extended Market ETF Vanguard 0.02% $15.1M — 2026-09-30
6 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.06% $8.4M $13.6B 2026-10-20
7 VTWO Vanguard Russell 2000 ETF Vanguard 0.04% $7.0M — 2026-09-30
8 SCHA Schwab U.S. Small-Cap ETF Nport 0.03% $7.0M — 2026-05-31
9 DFAS Dimensional US Small Cap ETF Dimensional 0.01% $5.0M — 2026-10-20
10 VAW Vanguard Materials ETF Vanguard 0.08% $3.7M — 2026-09-30
11 DFMC Dimensional US Micro Cap ETF Dimensional 0.04% $3.0M — 2026-10-20
12 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $1.8M — 2026-10-20
13 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $1.8M $97.4B 2026-10-20
14 PICK iShares MSCI Global Metals & Mining Producers ETF iShares (BlackRock) 0.07% $1.6M $2.3B 2026-10-20
15 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.07% $1.2M — 2026-09-30
16 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $1.1M $13.7B 2026-10-20
17 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $898,603 — 2026-05-31
18 TMSL T. Rowe Price Small-Mid Cap ETF Nport 0.03% $861,642 — 2026-06-30
19 SETM Sprott Critical Materials ETF Nport 0.10% $573,409 — 2026-06-30
20 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $570,899 — 2026-10-20
21 RSSL Global X Russell 2000 ETF Global X 0.04% $496,291 — 2026-10-21
22 TURF T. Rowe Price Natural Resources ETF Nport 0.27% $428,029 — 2026-06-30
23 FMAT Fidelity MSCI Materials Index ETF Fidelity 0.07% $409,926 $592.2M 2026-10-20
24 DFAU Dimensional US Core Equity Market ETF Dimensional 0.00% $389,359 $13.1B 2026-10-20
25 BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF JPMorgan 0.04% $302,626 $729.1M 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-0.29
TTM Revenue
$3.37M
TTM Net Income
$-33.96M
TTM Op. Cash Flow
$-115.73M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$858.00K$41.74M$0.26$-42.31M
Q4 '252025-12-31$896.00K$-34.16M$-0.24$-25.70M
Q3 '252025-09-30$545.00K$-17.68M$-0.13$-27.72M
Q2 '252025-06-30$1.07M$-23.85M$-0.18$-20.00M
Q1 '252025-03-31$735.00K$-30.52M$-0.24$-25.47M
Q4 '242024-12-31$1.33M$17.25M$0.14$-30.70M
Q3 '242024-09-30$671.00K$-43.09M$-0.36$-36.89M
Q2 '242024-06-30$538.00K$-46.78M$-0.39$-44.54M
Q1 '242024-03-31$360.00K$-55.51M$-0.46$-49.96M
Q4 '232023-12-31$1.67M$-47.16M$-0.38$-43.54M
Q3 '232023-09-30$239.00K$-77.88M$-0.74$-41.14M
Q2 '232023-06-30$1.31M$-38.26M$-0.41$-35.81M
Q1 2026 • period ending 2026-03-31 • filed 2026-05-07
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
2.17
P/S
351.49
EV/EBITDA
—
EV/Sales
265.41
ROE
-6.2%
ROA
-5.7%
Div Yield
0.00%
FCF Yield
-9.78%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$1.18B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
11.82M
SI % of Float
9.89%
Days to Cover
4.82
Short Vol Ratio
54.3%
Free Float
119.45M
Float %
74.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14