IPL 0.00% $2.87 incitec pivot limited

any opinions on ipl -long or short, page-7

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    Yellowcake,

    There I a net supply imbalance in Oz for explosives grade AN over the next 2 years at least meaning that local producers will benefit in prices and volumes sold compared with risky imports and increasing shipping costs.

    Couple that with growth aspirations of the big dirt movers (FMG, etc) and this is a good recipe for growth.

    Cheers, dsm0
 
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