Added to YB: 2026-07-20
Pitch date: 2026-07-20
IPX [bullish]
IperionX Limited
-11.35%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
IperionX Limited engages in the development of its mineral properties in the United States. It holds a 100% interest in the critical minerals Titan project, which has resources of titanium, zircon, and rare earth mineral resources in Tennessee, the United States.
Market Cap
AUD 750.4M
Pitch Price
AUD 3.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
-13.28
P/E
-12.83
EV/Sales
N/A
Sector
Metals and Mining
Category
growth
5 insiders buying a stock near its 52wk low
IPX: Cluster insider buy (CEO +$497K at $3.58, 4 insiders in 30d) on IperionX near 52wk low after -30% 1m/-45% 6m. $1.29B cap, $61M net cash, pre-revenue 'story' stock: patented low-oxygen Ti powder from scrap, vertically integrated mineral-to-metal play on US gov push to onshore titanium/critical minerals supply. Catalysts: VA plant ramp (~50 tpa now, 200 tpa target end-'26, 1,400 '27), gov funding (~$55M VA scale-up, $99M IDIQ but only $1.3M ordered), Ford $45M program, Army fastener/plate POs. Risk: dilutive (shares +50% 2y), pre-revenue, execution-dependent—size small.
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