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Rentech Nitrogen Partners, L.P. Message Board

  • riverfront418 riverfront418 Feb 28, 2013 1:38 AM Flag

    From CVR Partners (UAN)

    A couple of lines from their press release makes me smile "and increased our sales mix of diesel exhaust fluid, a high margin specialty product" "Given the backdrop of solid industry fundamentals" So the industry is good and I expect the high margin DEF benefits RNF also. GLTA March 19th conference call will tell more.

    Sentiment: Buy

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    • Exactly, the demand for ammonia, urea ammonium nitrate, urea granule and urea solution is much higher then last year-- and with RNF input costs being natural gas (with prices looking to remain low) -- this is going to be a record summer with record profits for RNF.

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