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Incitec Pivot Ltd T.IPL


Primary Symbol: ICPVF

Incitec Pivot Limited is an Australia-based manufacturer and supplier to the resources and agricultural sectors. Its segments include Asia Pacific and Americas. Asia Pacific segment includes Fertilisers Asia Pacific (Fertilisers APAC) and Dyno Nobel Asia Pacific (DNAP). Fertilisers APAC manufactures and sells fertilizers in Eastern Australia and the export market. It also manufactures, imports and sells industrial chemicals to the agricultural sector and other specialist industries. DNAP manufactures and sells industrial explosives and related products and services to the mining industry in the Asia Pacific region, Turkey and France. Americas segment includes Dyno Nobel Americas, which manufactures and sells industrial explosives and related products and services to the mining, quarrying and construction industries in the Americas (Canada, Mexico and Chile) and initiating systems to businesses in Australia, Turkey and South Africa. It also manufactures and sells industrial chemicals.


OTCPK:ICPVF - Post by User

Comment by hawk35on Aug 08, 2019 6:36pm
251 Views
Post# 30008708

RE:RE:RE:Storage Rumours Confirmed - Potential Game Changer

RE:RE:RE:Storage Rumours Confirmed - Potential Game Changer
Sometimes selling parts of a company makes sense.

Often when a company makes an acquisition, the increase in the size of the business footprint makes the whole company more valuable.  This may be the case with their storage business. 

And IPL has about $4.2 + billion dollars in potential projects that have not been approved / started yet.  (not including Heartland)  If they crunch the numbers and discover that these projects offer a higher rate of return than Storage, than it makes sense to sell and focus on the most profitable part of the business.  And it gives them the ability to start some of these projects before Heartland is up and running without upsetting the debt rating agencies.

Shareholders want management that is forward looking and strategic.  Lets hope this is the case with IPL.

 
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