Incitec Pivot: Unlocking further value?

By Belinda Moore

24 May 2022, 10:00 AM

Despite an ~8 week shutdown at Waggaman, Incitec Pivot (ASX:IPL) posted record 1H earnings driven by materially higher fertiliser prices, lower AUD, strong explosives volumes and solid manufacturing performance across its remaining plants.

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Nufarm: Expecting a strong FY21 result

By Belinda Moore

11 October 2021, 9:00 AM

Nufarm (ASX:NUF) reports its FY21 result on 17 November. We expect a strong result, albeit earnings have been skewed to the 1H (63%/37% 1H vs 2H) given favourable operating conditions and COVID uncertainty/supply chain disruptions.

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Orica: Can only get better from here

By Belinda Moore

30 September 2021, 8:30 AM

Ahead of its FY21 result on 11 November, Orica (ASX:ORI) has announced A$345-370m of after tax one-off items which will now see it produce a statutory loss. Despite the write-downs, the balance sheet is strong following A$140m of non-core land sales and strong cashflow conversion.

 
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