IPL 1.26% $3.13 incitec pivot limited

mickeebee, I still thing IPL is better placed than ORI. Better...

  1. 5,573 Posts.
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    mickeebee, I still thing IPL is better placed than ORI. Better mgmt. clean balance sheet and optionality into fertilisers.

    ORI comparables Aust/pacific AN Vol -6% and EBIT -11%. N America, AN Vol -7% EBIT -7%

    I am gambling IPL will outperform. We will know 10 November. WALA won't yet make a material contribution, but, boy, next year the bonanza begins!

    GLTAH

    Ash
 
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