IPT

5.88%

1.6¢ impact minerals limited

LIVE & FREE livestream of company presenting at RIU Explorers Conference today (Tuesday), page-10

First 10 Last

Share
Profile

Follow
djkencloud

1,127 Posts.

1057

16/02/24

19:38

Post #: 72452115
Share

Originally posted by Dazedandconfused: ↑

Hi bryansamui

I think there are several reasons why the SP has not yet responded.

#1 The top selling points are size of the deposit and lowest cost of production. In his presentations that is what he should say first. People only remember 1 or 2 things (if that)... give them your main point first and then finish with it. All the stuff in between will only sink in if they think the first point has been worth listening to

#2 When the IPT board requested the scoping study be repeated and double checked it put an arrow into the heart of the momentum. The perceived message was one of self doubt... another reason for people to hesitate.

#3 Look at IPT's track record... 16 years of zip. Perception is the reality for many people. It is a hurdle an investor has to jump before they even do any research (and few people actually do any research). Mike should not reference it in his presentations. It is actually a complete irrelevancy.

#4 Lots of boxes to be ticked... metallurgy and proof IPT can produce 4n product... market acceptance... finance.... etc.etc.

#5 In his presentation Mike highlights the sulphuric leach is disruptive. If ever there is a toxic marketing term disruptive is it.... has been flogged to death and again perception wins over facts. All he needs to say is it is uncomplicated, well understood and cheap.

#6.Dr Mike is making a mistake when he highlights A4n's success. Although we theoretically should share a similar MC the message he inadvertently gives is "Hey there is another company selling the same thing which is 5 years ahead of IPT and probably is grabbing the market share". Secondly A4N got to that MC of $1B when the money was flowing a couple years ago (it has since come back 20%). IPT would be doing a lot better under those circumstances but 2023 was not the happiest.

For those who have done a bit of homework IPT is a winner.... but it looks like patience is required... imo.

Expand

Although we theoretically should share a similar MC

Lake Hope

Alpha HPA

I'm obviously missing something.

Theoretically, maybe Lake Hope's MC should be higher than A4N.

DYOR

IPT Price at posting: 1.0¢ Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

EMD

Emyria's Empax Centre chosen for mental health clinical trial

AML

Cultural heritage agreement puts Walford Creek exploration back on the map

FHE

Frontier Energy achieves key milestone for Waroona energy project

STX

Strike Energy secures $153 million for Perth Basin gas projects

BRX

Belararox delineates another porphyry in Argentina at Tambo South

SBW

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

RDN

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

There are more pages in this discussion • 8 more messages in this thread...

First 10 Last

Add IPT (ASX) to my watchlist

(20min delay)
Last 1.6¢		Change -0.001(5.88%)		Mkt cap ! $48.95M

Open	High	Low	Value	Volume
1.6¢	1.6¢	1.6¢	$94.00K	5.875M

Buyers (Bids)

No.	Vol.	Price($)
1	805590	1.6¢

Sellers (Offers)

Price($)	Vol.	No.
1.7¢	4234243	8

View Market Depth

No.	Vol.	Price($)
1	805590	0.016
24	12908148	0.015
10	1432429	0.014
6	3672873	0.013
3	585000	0.012

Price($)	Vol.	No.
0.017	4234243	8
0.018	735295	1
0.019	2164417	5
0.020	3436183	14
0.021	2200000	6

Last trade - 16.10pm 21/06/2024 (20 minute delay)

IPT (ASX) Chart

LIVE & FREE livestream of company presenting at RIU Explorers Conference today (Tuesday), page-10

Emyria's Empax Centre chosen for mental health clinical trial

Cultural heritage agreement puts Walford Creek exploration back on the map

Frontier Energy achieves key milestone for Waroona energy project

Strike Energy secures $153 million for Perth Basin gas projects

Belararox delineates another porphyry in Argentina at Tambo South

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

LIVE & FREE livestream of company presenting at RIU Explorers Conference today (Tuesday), page-10

Top Stories

Emyria's Empax Centre chosen for mental health clinical trial

Cultural heritage agreement puts Walford Creek exploration back on the map

Frontier Energy achieves key milestone for Waroona energy project

Strike Energy secures $153 million for Perth Basin gas projects

Belararox delineates another porphyry in Argentina at Tambo South

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News