Ivanhoe Mines: Buy the Rebuild, But Bring Patience
Kakula's rebuild and ramp risk have created a window where patient, disciplined longs can buy optionality on a reworked copper engine. Trade plan: enter at $3.25, stop at $2.45, target $5.50 with a long-term horizon (180 trading days). Expect volatility while underground repairs and commissioning progress through mid-2026.