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Ivanhoe Mines Ltd | North America New Estimates-20260731
摩根士丹利· 2026-07-31 10:19
July 31, 2026 02:00 AM GMT Ivanhoe Mines Ltd | North America New Estimates Trimming estimates in 2H26 but we still believe medium to long- term turnaround remains intact and see today's underperformance as an attractive entry point. PT unchanged C $13.2/sh (+25%); bull-bear skew 2.9:1. We are updating our estimates for latest company guidance and commentary following 2Q26 earnings. We now forecast Adj. EBITDA of $233m in 3Q26 (-13% vs. previous forecast), $924m in 2026 (-13%), $1,490m in 2027 (-4%), and $2, ...