CanadaDec. 15, 2025 3:33 AM ETIMAX Corporation (IMAX) StockYR Research5.13K FollowersCommentsIMAX delivered ambitious mid-term guidance at its recent investor day, sparking a share price rally.Investor sentiment was dampened by uncertainty around a potential Warner Bros. deal and its implications for IMAX's box-office pipeline.Concerns focus on whether a WBD sale to Netflix would reduce theatrical releases or if a Paramount Skydance deal would trigger major studio budget cuts.I contend IMAX is resilient regardless of the WBD outcome, with a preference for a Netflix acquisition scenario.Steven Huang/iStock Editorial via Getty ImagesIMAX (IMAX) recently held an investor day, where it set forth ambitious guidance for the mid-term. Shares quickly popped, but excitement was somewhat dampened by investor anxiety about a potentialThis article was written byYR Research5.13K FollowersI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their downside risk is too high.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments