Someone's got it wrong on Orica... But who?

In the analyst community, views on the industrial explosives manufacturer are diverging widely.

Summary: Orica, the world’s biggest manufacturer of industrial explosives, is making more explosives to generate broadly the same level of revenue while margins are squeezed as customers demand better prices. Analysts’ views are spread widely between buy, hold and sell.

Key take-out: As long as miners use explosives, Orica’s services will be required – but at what price, is the question keeping the acting CEO awake at night.

Key beneficiaries: General investors. Category: Blue-chips.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles