3 Undervalued ASX Growth Stocks Poised for Takeoff: Insider-Backed Catalysts Ignite 70%+ Earnings Surges

The ASX market is rife with overlooked opportunities where insider ownership aligns with accelerating earnings growth, creating asymmetric value for astute investors. Three companies—IperionX (ASX:IPX), Titomic (ASX:TTT), and Aurelia Metals (ASX:AMI)—stand out as prime candidates. Each combines strategic insider buying, 70%+ earnings surges, and undervaluation relative to fair-value estimates, with catalysts poised to drive recognition and price appreciation. Here’s why these stocks warrant immediate attention.

1. IperionX (ASX:IPX): Titanium’s Next Frontier, Backed by U.S. Funding

Why It’s Undervalued:
IperionX’s $900 million market cap belies its transformative potential. The company is developing Titan Critical Minerals, a U.S. government-backed project to secure titanium supply chains, recently receiving a $47.1 million award. This project targets annual production of 15,000 tonnes of titanium sponge, a critical material for aerospace and defense.

Insider Backing & Growth Catalysts:
- 78% Earnings Growth Projections: Analysts forecast rapid revenue expansion, driven by partnerships with aerospace giants and U.S. infrastructure spending.
- Insider Ownership: Founders and executives hold 19.2% of shares, with recent insider buying signaling confidence.
- Valuation Mispricing: Trading at 0.49x book value, IPX is undervalued relative to its “Fair Value” multiple, per InvestingPro.

2. Titomic (ASX:TTT): Aerospace Tech Pioneer with Global Certifications

Why It’s Undervalued:
Titomic’s Titomic Kinetic Fusion (TKF) cold-spray technology—used to repair and manufacture high-performance parts—is gaining traction. Despite its 77% earnings growth potential, the stock trades at a depressed P/E of -2,703, reflecting persistent losses. However, strategic partnerships and certification milestones are shifting the trajectory.

Insider Backing & Growth Catalysts:
- Retail & Insider Ownership: Retail investors hold 51% of shares, while insiders own 11.2%. Recent retail buying suggests grassroots confidence.
- Q1 2025 Catalysts:
- nuForj Partnership: A May 2025 deal to expand TKF into U.S. aerospace markets.
- DNV Certification: Securing offshore energy industry approvals for corrosion-resistant coatings.
- Technical Breakout: Shares rose 14.8% in May 2025, nearing a critical $0.29 resistance level.

3. Aurelia Metals (ASX:AMI): Gold & Copper Goliath with Project Catalysts

Why It’s Undervalued:
Aurelia’s Q1 2025 gold revenue surged $33 million, driven by higher production and prices. Yet, the stock has dropped 65.9% year-to-date, trading at 0.49x book value—a stark discount to its asset-rich profile.

Insider Backing & Growth Catalysts:
- 45% Earnings Growth: Strong cash flow ($106.7 million) and Great Cobar project (a $91.8M, 3-year expansion) promise scale.
- Insider Ownership: Executives hold 23.9%, with recent buying amid underperformance.
- Project Milestones:
- Federation Mine Commercialization (Q4 2025).
- Federation West zinc discoveries (12.5m at 20% zinc) add resource upside.

Why Act Now? Asymmetric Risk/Reward

Each stock offers high upside with limited downside risk:
1. IPX: U.S. government funding and titanium’s criticality in defense/aerospace ensure long-term demand.
2. TTT: Certification gains and retail ownership suggest a technical breakout post-Q1 earnings (July 2025).
3. AMI: Undervalued assets and project execution could reverse the 65.9% YTD decline.

Conclusion: Buy Before the Market Catches On

These three stocks are valuation outliers in a rising ASX market. Insider ownership, 70%+ earnings surges, and imminent catalysts (e.g., certifications, project milestones, U.S. funding) suggest they’re primed for revaluation.

Act now:
- IPX: Target entry at current levels ahead of titanium demand spikes.
- TTT: Look for a breakout above $0.29 resistance post-earnings.
- AMI: Buy dips below $0.49x book value to capture project upside.

The window to capitalize on these asymmetric opportunities is narrowing—don’t let these ASX gems slip away.

Disclaimer: Past performance is not indicative of future results. Conduct thorough research or consult a financial advisor before making investment decisions.