Ann: December 2024 Quarterly Report, page-7

  1. 698 Posts.
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    It's pretty hard to see IPX not benefiting from a lot of Trumps Policies. regardless of Tarifs, just on shoring alone plus the reductions is cost to produce Titanium is compelling enough.

    I'd recommend people take a look at Clayton Christiensen's Innovators Dilemma where he talks about disruption of Steel Mills in the US with lower cost mini mills. You'll see that scenario exactly play out here when it comes to Titanium. Chat GPT can summarise that for you too.

    Picked up some more today.
 
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