Apr. 27 at 2:40 PM
$IPX This was a really good quarterly report. Not really any new revelations, but everything is nicely on track with first revenues in the next 6 weeks. With my bear case around
$30 and the base and bull cases several multiples above current price, this name is showing really attractive asymmetry on a risk/reward basis. I was adding all the way down to below
$22 and will be looking to add more opportunistically. Options aren't liquid enough on IPX, but the shares are definitely worth owning more of.