Stock had a great run, Fundamentals remain intact, consolidation is healthy
I been doing this since 1982, I remember Bear Stearns downgrades AOL and LEH, Lehman Brothers upgrades AOL, its all #$%$ market antics used by these boutique shops who are long or short and looking to move a particular stock either way. Its all fluff, learn to see through it. Look what happened to Lehman and Bear Stearns.
The fact is Farmers need fertilizer to produce crops and the demand is growing because of all the hungry people in the world. I watched CF, MOS, POT, Agrium all go from the single digits to the 100s. Rentech is a prime candidate to be taken over by the larger fertilizer producers who need to grow their bottom lines, or it can remain a stand alone company and thrive on its own merits. Cut thru the Hype and accumulate on the way down and you will be rewarded well in the future. JMHO, But I dont think the demand for food around the world is going to dry up anytime soon.