Pengana commentary - Feb Report:
"On the negative side, the Fund’s largest holding, IperionX, fell 11.5% on little news. In February, the company received a USD47mln grant from the US Department of Defence, which is a strong validation of the company, especially given the change of administration. We continue to be very confident in the outlook for this company given that it has fundamentally lowered the cost of making titanium metal and provides a solution to the US, which currently has no titanium mineral sand mine or titanium sponge capacity. Import tariffs make imported sponge more expensive."
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$4.58 |
Change
0.060(1.33%) |
Mkt cap ! $1.461B | |||
| Open | High | Low | Value | Volume |
| $4.46 | $4.63 | $4.46 | $6.524M | 1.433M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 22916 | $4.57 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.59 | 3667 | 2 |
View Market Depth
| Last trade - 16.10pm 18/06/2025 (20 minute delay) ? |
| IPX (ASX) Chart |