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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 firstworldon May 08, 2020 3:57pm
337 Views
Post# 31005051

RE:RE:cibc analyst neutral, target C$12, heartland now $4 billion

RE:RE:cibc analyst neutral, target C$12, heartland now $4 billionA 15% cost overrun on a project only 60-70% to completioon is a compete disaster by any measure, demostrating incompetence on a grand scale.

Just wait till commisiioning. This thing will be a multi BN overrun by the time its operating at 60% LOL.

Happens everytime on projects with govt subsidies and credits - welfare state projects never end well.

Must be the high performance AB pension fund that drove this dog up today - good money after bad as if losing BNs in the day of alos was not enough haha..

This is a $2 stock on management performance and risk profile thats just shot through the roof on Heartland. 


JohnFriesen wrote: Sadly, it was a krappy report.

Payout ratio was way too high, as their numbers are going to be much worse for the rest of the year.

And a $500 MIILION increase in the cost of Heartland? That is ugly, no other way to say it.

I have been a HUGE fan of IPL, but just like ALA f c k e d thier shareholders with a moronic acquisition, it looks like IPL may have made a similar mistake. 

Still a pretty good company, but is it worth $10? Not sure anymore.


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