IPL 0.34% $2.95 incitec pivot limited

Ann: FY23 Results Presentation, page-6

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    Still seems like no resolution to phosphate hill, planned to still be a problem in 24. How can that drag on for a third year! Will be no real turnaround in SP/company until that is sorted. Surly they could lock up some sort of long term nat gas contracts for say 5 to 10 years at prices which are now back to 12-15 AUD what are they doing? Considering that the best outcome for share holders seems to be all the planned divestment, doesn't seem like current board is the best people to be in charge of these assets.
 
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