Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market

Exploring Pryce Corp’s vertically integrated business, resilient demand, and regulatory advantages

In this episode, we present the investment case for Pryce Corporation (PPC.PS, “Pryce”), a key player in the Philippine liquified petroleum gas (LPG) distribution market. Pryce’s vertically integrated business model includes importing, storing, and distributing LPG directly to households and small businesses, making it the second-largest player in the Visayas and Mindanao regions and third-largest nationwide.

This deep-dive leverages insights from a wide-ranging interview with Pryce Chairman and Founder, Salvador Escaño, which we will publish for our readers shortly.

We also had the pleasure of presenting this idea at Graham Rhodes’ Longriver Gathering 2024 in Shenzhen in September – a great opportunity to re-connect with familiar faces and meet brilliant investing minds.

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