Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.

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

Post by poopoopooon Feb 12, 2021 11:40am
430 Views
Post# 32552594

What Next???

What Next???BIP will likely bump up their offer to $18.5 or so but I doubt they will go beyond $19.
There are many shareholder who are in this from $20 to $35 and are in pain.
The likelihood they will accept this offer is not that great IMO.
I suspect it will fail though I place it at 50/50 odds.
Regardless BIP had to go for it as they already had a position bought on the cheap and they are not into holding a position.
I do not suspoect there will be any competing offers as BIP already has a 20% position so there will not be a bidding war.
If the offer gets rejected then BIP still comes ahead as they have talked the stock up from $13 and they likley can unlaod their position at a far better price now.
Either way they come ahead.
I suspect the stock will trade higher in the coming days maybe up to $18.3 as the market knows that BIP has a history of starting low then bumping it up a little as a way of seeming to sweeten the offer.
The reality is $25 will be needed if they want to win this offer and I do not see that happenning at all.
Thus I ultimately suspect the offer will fail and the stock will tank.
Thus I will be sellign my position and buying TWM, PPL and KEY instead as they are still cheap and have much more upside than IPL has at these levels. Also a much better dividend and management who will not turn down a silly $30 offer. Ya, they are brilliant, lol.
Management of IPL loaded up with a ton of cheap options when the stock was low so they obviously stuck it to the shareholders.
<< Previous
Bullboard Posts
Next >>