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Rentech Nitrogen Partners, L.P. Message Board

  • grgsvll grgsvll Mar 19, 2013 11:25 AM Flag

    interesting not much discussion on nat gas prices

    as that is the primary driver of rentech nitrogen and this stock. It is the feedstock, the cost of goods if you will. The ride up was based on nat gas ride down. Now nat gas is going back up as demand is suprisingly strong, especially at power plants. All new power is nat gas, zero coal. Nat gas is now up to $3.91 and rising.

    Of course the stock has reacted by dropping back 25% as of late, just interesting how little discussion there is on the subject. Lets see where we go from here.

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    • cc- had good discussion on nat gas impact. they are coverd for most of their production going forward. They believe the extended winter weather has a fair amount to do with the recent price up for gas. To call 2013 a transition year with a lower dist rate do to downtime for project expansions probably kind. Talked about upcoming competition (maybe early 2016) .Give it a listen to the cc if you own any shares. Just reinvest and let them help the farmers grow crops.

      Sentiment: Buy

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