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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

Post by Figlenon Jun 04, 2021 1:21pm
283 Views
Post# 33330679

Undervalued and underwhelmed

Undervalued and underwhelmedWow, I am impressed with all the great mature comments on here. I understand those who have already cashed out as we are getting near the end game and a sure thing is better than uncertainty. For those who weren't in it for a quick trade I ask why we would accept a mediocre return of $20 give or take and split the future upside of Heartland with a partner when IPL could be worth upwards of $25 in a year and $35 with a successful execution of Heartland within 3 years. Is my math way off? PPL would be a fine choice but it is a low bid and would need to be raised to buy out my shares. Brookfield would need to make up for the lack of future income by raising their bid to $25 ...or we can turn down all options and go it alone. To sum up my thoughts: make it worth our while by stepping up with better offers! Thanks again for all your input...Len
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