Incitec Pivot Ltd T.IPL

Primary Symbol: ICPVF

Chemicals Basic Materials

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.

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Incitec Pivot Ltd > Stop the shorters from pushing the stock price down

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Comment by firstworldon Mar 25, 2021 10:00am

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RE:RE:RE:RE:Stop the shorters from pushing the stock price down

LOL they have been aggressively shopping the failed Heartland for nearly two years to all the majors ....there would have been an offer by now. Broofields offer was really just a proxy Nationalization offer. Why don't they just Nationalize the company with all the welfare it's received and BNs more needed to try and make that project fail look like a political success. Looking more and more like former Soviet Union all the time and it's hilarious to watch arrogant baller broke westerners embrace it.

Albatross wrote: There's plenty of time for a response. I don't lose too much sleep over it. The strategic review will come up with something. In the meantime, if you are already wetting the bed because you are worried about Brookfield just get out now.

I personally like the position right now.

Worse case scenario is Brookfield wins at current offer, and we walk away with some cash and some BIPC shares. Not good, but in the grand scheme of things not the end of the world, it's a bottom of $16.50

2nd worse case scenario is Brookfield realizes they need to up their game and increase their offer to $18.50, $22 and they succeed in winning over the shareholders. Still not good as we all know the potential of IPL but a 'win' in the sense that we would be getting more than the market is currently offering.

3rd worse case scenario is IPL makes a reasonable deal with another company to partner on Heartland reducing risk and debt, increasing dividend and boosting stock price well into $24 range to beat out Brookfield. Not a bad play at all, just personally would of liked IPL to maintain full ownership, but understandable given the circumstances.

I think the best case scenario is Brookfield flat out gets rejected and walks away from take-over attempt. We (the shareholders) hold strong for the next 12 months while commissioning takes place, sacrificing short term low dividend payout for future gains. Reap rewards for years to come.

I can live with any of these outcomes. Obviously I have a preference. If you can't stomach the worse case scenario then just get out now. I don't think it's likely, I think there's is a lot of time left, and there is much opportunity for the bold.