slides · global inventory
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Matching slides 79,264
Current window 70,681-70,710
Pages 2,643
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70,681-70,710 of 79,264
15
The slide uses a combination of primary source documents (FOIA response), company disclosures (20-F), and a summary table to highlight the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
26
The slide uses a dual-axis chart to compare energy consumption (kWh/kg) and current efficiency (%) across various titanium production processes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
29
Highlights the discrepancy between earlier projections and the September 2025 update.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
31
Uses import data to challenge company disclosures regarding capital expenditure.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
32
Uses a side-by-side comparison of press release vs. meeting minutes to expose a discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
33
Uses red underlines and red arrows to visually connect the contradictory statements from different company reports.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
34
Uses a red box and arrow to emphasize the low number of active engagements.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
39
The slide uses a red box to highlight the absence of specific individuals in the 2025 list compared to the 2024 list.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt RebuttalLoop · The Reveal1 hit
43
The table shows a clear lack of comparability between different reporting periods (2022 vs 2023 vs 2025) due to changing line items and missing values (??).IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
44
The slide uses a 'Spruce Point red emphasis' box to highlight the contradiction between IPX's claims and the reality of their supply chain.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
45
The slide highlights a data gap in USGS reporting and questions the viability of IPX's supply chain strategy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a process flow diagram illustrating yield losses at different stages of production.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses a combination of map-based evidence and press release screenshots to frame the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses Tronox financial results to undermine the commercial viability of the Titan project.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table tracks acreage disclosures over time, highlighting a specific period of write-offs in mid-2025.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses a table to perform a reconciliation analysis, identifying a 136.6 acre gap.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a red box to highlight the discrepancy between the headline contract value and the actual obligated amount.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Includes red callout boxes highlighting the discrepancy between high incentive weighting and lack of revenue generation.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses red boxes to highlight the specific line item 'administration and corporate costs' across four quarterly reports to demonstrate the math error.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
Uses visual callouts (red boxes) to contrast the two conflicting data sources.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses FOIA response to challenge company disclosure regarding asset ownership and location.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses color-coding (green for match, red for mismatch) to emphasize the accounting discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide highlights a mathematical inconsistency between the sum of quarterly reports and the final annual report figures.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses red boxes and arrows to visually trace the reclassification of figures between quarterly reports and the annual summary.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Spruce Point Capital Management branding (pine tree logo).IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
88
The table reconciles Street estimates with Spruce Point's adjusted figures.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses red highlighting to emphasize IPX's outlier status in EV/Revenues and Price/Book metrics.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide uses a scenario-based valuation approach to argue for significant downside risk.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses a side-by-side comparison of a chart and a press release excerpt to demonstrate the shift from specific to non-specific guidance.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit