Orica Placement - Not a Game Changer but past Deals Did Well
Orica Ltd (ORI AU) is looking to raise US$334m in its placement to acquire Exsa.The acquisition of Exsa does not look like a game changer, at least...
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Tough Medium-Term Outlook. Our Fair Value Estimate is A$2.50
Incitec Pivot is a leading global explosives company and Australian fertiliser manufacturer and distributor. Fertiliser is a cyclical business...
365 Views
We've Cut Our Potash Producer Fair Value Estimate on Price Pressure, But Shares Look Compelling
We have lowered our long-term potash price outlook roughly 10% to $285 (real terms) per metric ton from $315. We now expect negotiations with...
653 Views