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 > Now how bad do they want it?

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Comment by gasholeon Jun 02, 2021 8:30am

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Post# 33309497

RE:RE:RE:RE:RE:Now how bad do they want it?

Lets be honest... These offers are predatory in nature. IPL has had its issues the last year plus, and they are being taken advantage of. Its just how do you want it to play out in the end? I would rather have more ppl shares... remember you will be getting $2.76 per share per year from PPL .. but you get 1/2 the shares so essentially $1.38 on the shares of IPL you own that become PPL.. add that into the equation.. I still like the PPL offer better than the new brookfield offer.

Albatross wrote: Thanks for the numbers.

TrappingValue has a good analysis of the situation on seekingalpha

Just highlights that while yes the Pembina deal is much better than what BIP offered, IPL shareholders still aren't getting full value.

I would be happy with an all share Pembina offer more in the range of $22 +