IGO Keeps Bull Despite Guidance Disappointment -- Market Talk

Dow Jones09:39

0139 GMT - Lithium miner IGO's 18% share-price fall on Friday following a production guidance downgrade doesn't shift Macquarie from an outperform call on its stock. That's because IGO has exposure to the Greenbushes mine in Australia, which Macquarie considers a top-tier lithium asset. "While several factors drive near-term operational volatility, resource quality is inherently more stable over the short to medium term," Macquarie says. IGO ended last week at A$7.01, trading at an implied lithium price of US$1,150/ton. That is 50% below the spot lithium price of US$2,390/ton. It's also 10% below Macquarie's long-term price assumption of US$1,350/ton. IGO claws back some of Friday's losses, rising 5.1% to A$7.37. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

April 26, 2026 21:39 ET (01:39 GMT)

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IGO ended last week at A$7.01, trading at an implied lithium price of US$1,150/ton. That is 50% below the spot lithium price of US$2,390/ton. It's also 10% below Macquarie's long-term price assumption of US$1,350/ton. IGO claws back some of Friday's losses, rising 5.1% to A$7.37. 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That's because IGO has exposure to the Greenbushes mine in Australia, which Macquarie considers a top-tier lithium asset. \"While several factors drive near-term operational volatility, resource quality is inherently more stable over the short to medium term,\" Macquarie says. IGO ended last week at A$7.01, trading at an implied lithium price of US$1,150/ton. That is 50% below the spot lithium price of US$2,390/ton. It's also 10% below Macquarie's long-term price assumption of US$1,350/ton. IGO claws back some of Friday's losses, rising 5.1% to A$7.37. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 26, 2026 21:39 ET (01:39 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2630358697","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2630358697","pubTimestamp":1777253940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0139 GMT - Lithium miner IGO's 18% share-price fall on Friday following a production guidance downgrade doesn't shift Macquarie from an outperform call on its stock. 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