Sachliche Diskussion WKN: A3DESP ISIN: AU0000208910 Kürzel: IPX Forum: Aktien User: Kquiku

IperionX MD & CEO Anastasios Arima recently presented at the @SidotiResearch Small-Cap Virtual Conference, outlining key developments at IperionX's titanium manufacturing operations in Virginia, on the back of the recent US$99 million US DoD SBIR contract. https://www.youtube.com/live/EQjHFSYwJQQ?feature=shared

IperionX has received the first task order under its US$99 million SBIR Phase III contract with the U.S. DoD. The US$1.3 million task order facilitates the production and delivery of titanium parts for U.S. Army ground vehicle programs. The task order will be fulfilled at IperionX’s Titanium Manufacturing Campus in Virginia, using proprietary titanium production and advanced forging processes. Manufacturing these critical titanium components in America strengthens supply-chain resilience and reduces reliance on foreign titanium sources, while creating high-value manufacturing jobs in the United States. https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02955477-6A1268092&v=04711220c3a57065317ba4efca4a3459a4e46882

https://www.boerse-express.com/news/articles/iperionx-aktie-us-militaer-deal-katapultiert-titel-nach-oben-797552

Denke hier geht die nächsten Wochen was. Hört sich gut an

meint ihr da geht heute noch was nach den News?

http://www.foonds.com/news/articles/iperionx-aktie-wachstumsfantasie-umgesetzt-796937

Was ist hier gerade passiert? :)

Lass die hier mal für Apple 🍏 iPhone Bodies machen - dann geht es da ab!!! Spekulation

IperionX Awarded U.S. DoD SBIR Contract for up to US$99M https://hotcopper.com.au/threads/ann-iperionx-awarded-u-s-dod-sbir-contract-for-up-to-us-99m.8612412/

Published report from 2017. Note that three authors of this research report are now working for IperionX $IPX, two were previously working for U.S. Army Research Labs. Hydrogen-enabled microstructure and fatigue strength engineering of titanium alloys https://x.com/hc_haplo/status/1930243770207089059?s=46&t=CND_DF6ErYtM-d_GnIoKqA

The Future of Titanium https://x.com/todd_hannigan/status/1928904176979030374?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Turbulence in global titanium supply https://investornews.com/critical-minerals-rare-earths/turbulence-in-global-titanium-supply/

Very impressed by IperionX following a site visit to their Virginia campus on Friday. Ramp up to 1,000 tpa by end of next year seems to be progressing apace. $66M in cash as of 3/31 before US DoD $47M grant funding hit the balance sheet. More importantly, the HAMR and HSPT tech really does appear to work at industrial scale. Which means titanium metal and titanium products can be produced for potentially an order of magnitude cheaper (depending on the specific application) vs existing processes, with lower energy/carbon intensity and comparable/higher quality. Not even China can compete - and these guys are made in the USA. So IPX can take over the titanium metal and products market (40ktpa in the US alone) and also make inroads into the far larger stainless steel and aluminum markets, as @Sustainabledud1 mentions here. I've increased my position by 60%. Upstream Titan mine in Tennessee gives further upside, but the real story here is the proprietary IP. https://x.com/hankruehl/status/1924507674676510989?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Ich war hier schonmal investiert, bin aber zwischenzeitlich mit (leider) nur kleinem Gewinn ausgestiegen. Jetzt bin ich wieder mit einer größeren Position dabei. Könnte mir vorstellen, dass Aktien mit Bezug zu sog. kritischen Rohstoffen in den nächsten Wochen ähnlichen abgehen wie die Quanten-Aktien im Dezember. MTM Critical Metals und Northern Dynasty hab ich daher auch noch im Portfolio.