Of the 3 stocks looked at today chemical and fertiliser company IPL is discussed the most but as the global demand for food grows sending prices skyrocketing in the process the backdrop for businesses like IPL is solid. The stocks already run reasonably hard through 2021 but we can comfortably see another 20% upside if stocks enjoy another strong Christmas Rally.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM is bullish IPL
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