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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 Albatrosson Jun 11, 2021 2:18pm
152 Views
Post# 33373324

RE:RE:PPL and IPL to synchronize today?

RE:RE:PPL and IPL to synchronize today?If you sold IPL at $20.40 and bought PPL at $38.00 you would be around 0.536 and would of benefited another 5% on the current PPL upswing.

PPL was at $53 pre-pandemic. IPL was below $22.. Not saying it's apples to apples. IPL was simply seen as 'riskier' by the market and ultimately it did prove to be riskier as it needed to cut the dividend to self fund heartland, meanwhile PPL just axed it's project, still took a hit, but maintained it's dividend.

Your right, on a stand alone basis, IPL has much more upside. I only wish that was an option on the table and I'm not sure why management didn't push for that option instead... That was the key thing that made me sell. If only management presented that as an option, but maybe they felt like BIP was going to win it.. I just don't know.
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