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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 mrbbon Apr 24, 2021 4:54pm
194 Views
Post# 33062148

RE:RE:From todays Globe and Mail

RE:RE:From todays Globe and Mail

way too many criticism on ipl management in regard to HPC cost overrun, and lacklustre share price.  No one gave ipl's credit for constructing HPC as covid hit, we are just months away from completion, with no serious incident or accident. Meanwhile, PPL had to write off their PP plan and expenditure with nothing to show for.  Sure the HPC seem now a bigger challenge than plan but who would plan for a black swan event (covid) within a 2-3 construction window?    At least brookfield recognized how undervalued ipl is and made a run at ipl.  I don't care if ipl sell itself in part or in whole but i do like to keep my divy stream in pipelines and PP because i know the PP will be a money makeer. Being inside of brookfield unmbrella is not my plan because i don't want their other business mixed in.  Am hopeful for a good partner or no partner.

helpful1 wrote: I hope every IPL Shareholder watched IPL'S C.E.O. Christian Bayle on BNN Friday,April 23rd.His update was very informative.Thankyou Hawk 35 for posting the contents of the interview.

I was impressed he has already secured 60% of market customer before the HEARTLAND is even completed.This speaks volumes for the increased value of the stock has just increased.He also mentioned they were very modest about the Spread Price of Propane as they produce it themselves.Every shareholder needs to see contents of this interview & understand it creates additional value to attract a potential White Knight before expiry date of June 7th.


 

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