Extra Salty: Is Intrepid Potash a Stealth Energy Royalty? $IPI
3 months ago
Unemployed Value Degen
"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)."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Extra Salty: Is Intrepid Potash a Stealth Energy Royalty? $IPI
Source:
Unemployed Value Degen
Published:
September 12, 2025
Idea Type:
Stock Idea