When I first stumbled across and hit the BUY button on this stock earlier this year it kinda reminded me of a famous quote made by Benjamin Graham (The Intelligent Investor) who stated, “A stock is not just a ticker symbol or an electronic blip; it is an ownership interest in an actual business, with an underlying value that does not depend on its share price.” Every now and then I scratch my head and ask myself, "How good is it to be part owner of IPX, a company headed to become the leader in titanium metal and critical materials in the US?" i.e. +10,000 metric tons p.a. by 2030. IPX has already demonstrated their ability to sustainably produce high performance titanium products in Utah (and earn revenue). We already know the demand for titanium has skyrocketed over the years (Aerospace, electronics, hydrogen, EV's etc.) and per the recent Ann, by using HAMR technology IPX were able to successfully increase the furnace production by ~60x times. IMHO this is only the tip of the iceberg. Multi-million dollar US government backing already provided alongside IPX's intention to take full control of the titanium supply chain to sell at discounted rates in the US. Forget about the TA's for just a sec, the crazy fundamentals / ratings (if you give a toss about "professional brokers") corroborate IPX's superior performance and what they set out to do.
SP Fair Value $3.72 (2025), Market Cap $580mil, Forecast 44.4% Earnings 73.5% Revenue etc.I've put this stock in "set and forget" mode. To me, it's a no brainer! If it drops under $2 again I'll add to the portfolio. It's already demonstrated to be a superior, sustainable, economical and globally significant producer of titanium, zircon minerals and rare earths. Shorters would be very nervous on this stock (let alone trying to sleep at night). Aside from seeing the shorters burn I am very excited at how quickly IPX will run to the $15 level in the coming years - definitely a blue chip set and forget! Good luck everyone! IMHOO GLAH DYOR
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