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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 Quintessential1on Jul 03, 2021 9:54am
207 Views
Post# 33489427

RE:RE:RE:RE:Brookfield's offer outpacing PPL's

RE:RE:RE:RE:Brookfield's offer outpacing PPL'sYes, BIPC is $21.83 and 10% higher (I punched in a wrong digit there somewhere, thanks for the correction). 

I can get over 8% annual yield paid monthly as soon as the market opens.  

I believe Brookfield is just waiting to see what the results of the hearings are before amending their offer again.  Pembina is going to have to up their offer if they truly want this.

One of the other posters mentioned an independant valuation of IPL.  I would be all for that.  The market hasn't really had a unencumbererd  say in IPL's value since the hostile takeover bid.  Maybe one of those rags like, MoneySense or  Simply Wall Street will step up.

roberto146 wrote: "In the mean time BIPC's $22.83 is more than PPL's $19.83 by 15% and is immediate"

BIPC is at 21.83, not 22.83. It was 20.25 a couple of days ago. For 31% of the shares.
The rest is at 19.50. And more than 6.7% is hard, if not impossible, to find.
Even Brookfield the buyer pays 2.5%.  ENB is about 6.7.
If you like ENB better, buy it. The list gets very short very fast after that, and yield is a function of risk.


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