Added to YB: 2025-09-16
Pitch date: 2025-09-12
IPI [bullish]
Intrepid Potash, Inc.
Author Info
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Company Info
Intrepid Potash, Inc. delivers potassium, magnesium, sulfur, salt, and water products. It operates through three segments: Potash, Trio, and Oilfield Solutions.
Market Cap
$362.1M
Pitch Price
N/A
Price Target
135.00 (+373%)
Dividend
N/A
Sector
Chemicals
Category
turnaround
Show full summary:
Extra Salty: Is Intrepid Potash a Stealth Energy Royalty? $IPI
IPI: 100% US potash producer at 0.78x P/B vs historical 1.5x-3.5x during booms. Potash $356/ton vs $1200 peak; $100M revenue could hit $530M next boom = $400M profit (1x current $388M market cap). Debt-free, $6.50/share cash. Permian Basin royalty from Exxon ($50M rec'd, $50M more due).
Read full article (5 min)