IPL 0.65% $3.07 incitec pivot limited

any opinions on ipl -long or short, page-19

  1. 10,413 Posts.
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    gisy

    i have just read this thread after not looking at ipl much for a year or so - i am pleased i took profits above $4.20 on most of my holding but still held some - i bought more at 3 a while ago

    i think u ar right and whilst i dont agree with too much of yellowcake's thoughts i agree a predator could loom large- this is a quality company and the new amm nitrate plant looks to be largely on budget ( unless recent rains caused issues) and will be a great boost to the company

    i note several comments about expanding explosive demand and the usa is just about to plant its biggest cropping area for many many years - natural gas prices in the usa are low also which should help on the cost side ( depending on length and maturity of supply contracts)
 
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