What I don't understand is how POT is doing so well, whereas, IPI is not.
I know there's a huge difference between POT and IPI share structures, cash, and revenue. But, how would GS say that IPI is neutral and that POT is a buy?
For example, if both companies are growing AND enjoy the rising costs of fertilizer, why would one be a buy and other be a sell?
With IPI having only 74.8 million outstanding shares, seems the capitalization should be higher. Not nearly as high as POT's but about twice what it is today. Go figure. I wonder if anyone's looked at equity positions in these analysts' portfolios. LOL!