IperionX (IPX) - Key 2023 Catalysts: Ti Metal Contracts & Permitting at Titan
Published at : February 19, 2023
Interview with Taso Arima, CEO & Managing Director of IperionX (ASX: IPX)
Our previous interview: https://youtu.be/nX4xBkZhuX0
Recording date: 13th February 2023
IperionX’s mission is to be a leading developer of US-based sustainable critical mineral and critical material supply chains, to facilitate the global transition towards a closed-loop, low-to-zero carbon, resource efficient and socially inclusive green economy.
0:00 - Company overview
0:31 - Company highlights in 2022
3:28 - Overview of the Air Force Titanium Recycling Challenge
5:54 - Other additive manufacturing 3D printers companies in the titanium space
7:11 - Explaining the difference in the company’s technology
9:59 - Winning the Air Force Titanium Recycling Challenge
11:41 - Going through bureaucracy in the research lab approval
12:52 - Overview of the partnership with Carver Pump to produce titanium parts for the US Navy
17:29 - Effects of the US Navy contract on the company’s valuation
20:13 - Possibility of getting a contract on all the US Military Branch
21:54 - Conversations with other industries
24:10 - Updates on the pilot plant’s upgrades
27:05 - Overview of the funding package
28:33 - Current cash position of the company
29:56 - Topics of the conversations on the board level
31:46 - Possible value catalysts for the company in 2023
33:34 - Updates on PFS Study - Feasibility Study timeline
37:28 - Threshold for the US permitting process
39:06 - Plans in increasing the NPV
41:52 - Possible date for the start of the PFS
43:54 - Projected newsflow in 2023
47:16 - Outro
—
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Our previous interview: https://youtu.be/nX4xBkZhuX0
Recording date: 13th February 2023
IperionX’s mission is to be a leading developer of US-based sustainable critical mineral and critical material supply chains, to facilitate the global transition towards a closed-loop, low-to-zero carbon, resource efficient and socially inclusive green economy.
0:00 - Company overview
0:31 - Company highlights in 2022
3:28 - Overview of the Air Force Titanium Recycling Challenge
5:54 - Other additive manufacturing 3D printers companies in the titanium space
7:11 - Explaining the difference in the company’s technology
9:59 - Winning the Air Force Titanium Recycling Challenge
11:41 - Going through bureaucracy in the research lab approval
12:52 - Overview of the partnership with Carver Pump to produce titanium parts for the US Navy
17:29 - Effects of the US Navy contract on the company’s valuation
20:13 - Possibility of getting a contract on all the US Military Branch
21:54 - Conversations with other industries
24:10 - Updates on the pilot plant’s upgrades
27:05 - Overview of the funding package
28:33 - Current cash position of the company
29:56 - Topics of the conversations on the board level
31:46 - Possible value catalysts for the company in 2023
33:34 - Updates on PFS Study - Feasibility Study timeline
37:28 - Threshold for the US permitting process
39:06 - Plans in increasing the NPV
41:52 - Possible date for the start of the PFS
43:54 - Projected newsflow in 2023
47:16 - Outro
—
Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today.
Learn more: https://cruxinvestor.com
Sign up for Crux Investor: https://cruxinvestor.com
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