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Ann: IperionX Drives Towards Commercial Scale Titanium Production, page-20

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Nagarjuna

587 Posts.

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26/02/24

16:39

Post #: 72602305
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Originally posted by Frogkey: ↑

Thanks for that, here’s what I got out of it;

1. Reassuring that there should be no issues with supply of scrap until well above 2000Tpa.

2. Glad to hear that the brakes have been put on progression of the Titan project and all funds are currently directed to the production facility. (I have serious doubts about how “outstanding” this project is.)

3. I would have liked to have seen some product specifications, but I guess I’ll have to be content with “exceeded industry standards”.
(Are they aiming for aerospace standards? Is this expected to remain the bulk of US demand?)

4. They compared the company to Alpha HPA, but with a “simpler market”. I like their focus on being ”customer driven”, but I’m concerned he doesn’t seem to have any idea who they will be selling to or at what price. To compare to A4N, this is what they had at 8 months prior to first commercial production, but IPX only have “potential customers”.

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There is a lot of discussion around target markets with jnt agreements Ford and GKN to name two Ive linked to GKN. GKN Aerospace and IperionX to Advance Sustainable Titanium - IperionX Limited (ASX:IPX) - Listcorp.

IPX Price at posting: $2.29 Sentiment: Hold Disclosure: Held
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