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Lime Energy Co. Message Board

halfsure1 36 posts  |  Last Activity: Apr 29, 2016 7:45 AM Member since: Feb 9, 2002
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  • But as normal seasonal conditions return in early March, prices recovered to levels comparable to the field price from last summer and prices have stayed firm into April driven by the expectation of another size and planting of corn acres this spring in the United States. The USDA confirmed this view at the end of March when it came out with its initial planting estimate of 93.6 million acres which is 6% higher than last year’s planting of 88 million acres.

    This estimate was much higher than industry consensus at the time, and applies an even strong need for nitrogen fertilizers in spring than what was anticipated at the time of our last earnings call in February. A lot of nitrogen has been applied since the start of the planting season and we expect additional orders during the coming weeks to meet the expected increase and demand from our customers.

    Corn prices are a critical variable for setting the UAN billed price, it usually occurs in June and July. Future corn prices are driven by a number of factors including the amount of corn that ultimately gets planted, harvest fields in the U.S. and expected global supply-demand. During the sales, the Coffeyville plant typically sales forward a substantial portion of its second half production and agreed upon pricing with delivery spread over a multi-month period.

  • halfsure1 by halfsure1 Apr 28, 2016 4:37 PM Flag

    Thing No. 1: Feltl loves fertilizer
    The analyst in question, Feltl & Co., isn't necessarily the best-known name on Wall Street -- but perhaps it should be. While we don't have a lot of data collected on this analyst yet, Feltl already ranks in the top 5% of investors we track on Motley Fool CAPS, and has historically gotten more of its picks right than wrong.

    Yesterday, Feltl picked up coverage of CVR Partners and assigned the fertilizer producer a strong buy rating, with a prediction the stock will hit $9.60 per share within a year (CVR currently costs closer to $8.40).

  • halfsure1 by halfsure1 Apr 15, 2016 5:02 PM Flag

    Due to Moody's uan news

  • halfsure1 by halfsure1 Apr 14, 2016 11:50 AM Flag

    Cowen cuts Potash, Mosaic, Intrepid Potash, CF Industries
    Apr 14 2016, 11:16 ET | About: Potash Corporation of Saska... (POT) | By: Carl Surran, SA News Editor Contact this editor with comments or a news tip

    Potash (POT -2.4%), Mosaic (MOS -3.5%), Intrepid Potash (IPI -8.2%) and CF Industries (CF -1.3%) are downgraded to Underperform from Market Perform at Cowen, which cites the risk of a further deterioration in the grain environment and the belief that nutrient prices and margins still have room to fall.Cowen expects an increase in U.S. corn acreage to 93.6M acres from 88M acres, plus anticipated gains in Brazilian and Argentine output, to cause a sizeable drop in corn prices and 2017 corn acreage, which would weigh on ag company shares.The firm cuts its price targets for POT to $14 from $16, MOS to $23 from $32, and CF to $25 from $44; Agrium (AGU -3.7%) and CVR Partners (UAN -3.2%) are maintained with Market Perform ratings but with reduced price targets of $86 and $8, respectively.

  • CVR Partners to Announce 2016 First Quarter Results And Cash Distribution on April 28
    Executive Conference Call to be Held at 11 a.m. Eastern on April 28
    PR Newswire CVR Partners, LP
    30 minutes ago
    SUGAR LAND, Texas, April 14, 2016 /PRNewswire/ -- CVR Partners, LP (UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, today announced that it will release its 2016 first quarter results and announce its cash distribution on Thursday, April 28, before the open of New York Stock Exchange trading. Chief Executive Officer Mark Pytosh and other executives will host a teleconference call for analysts and investors on April 28 at 11 a.m. Eastern.

  • Reply to

    mos , cf, pot all sinking back to lows

    by jockne40 Apr 7, 2016 12:13 PM
    halfsure1 halfsure1 Apr 7, 2016 4:45 PM Flag

    hope not

  • Reply to

    Closing shares and $ Distribution

    by moore90976 Apr 1, 2016 10:41 AM
    halfsure1 halfsure1 Apr 1, 2016 10:55 AM Flag

    monday per etrade

  • Reply to


    by eh4691 Apr 1, 2016 9:46 AM
    halfsure1 halfsure1 Apr 1, 2016 10:54 AM Flag

    due monday

  • Reply to


    by eh4691 Apr 1, 2016 9:15 AM
    halfsure1 halfsure1 Apr 1, 2016 9:21 AM Flag

    The combination of CVR Partners' Coffeyville, Kansas, fertilizer plant and the East Dubuque facility provides the partnership with an expanded geographical footprint, diversification of its raw material feedstocks, wider customer reach and greater potential for cash-flow generation.

    "The addition of East Dubuque to CVR Partners positions us as an emerging leader in the North American nitrogen fertilizer industry and makes us more competitive in a changing market environment," said Mark Pytosh, chief executive officer. "CVR Partners is now better equipped to weather cyclical downturns, excel in dynamic market conditions and act on growth opportunities. We expect the enhanced strategic platform of the combined business will create value for our unitholders, customers and employees.

    "We welcome East Dubuque's experienced management team and talented workforce to CVR Partners," Pytosh said.

    In 2015, the Coffeyville plant produced 385,400 tons of ammonia and 928,600 tons of UAN, and the East Dubuque plant produced 340,300 tons of ammonia and 279,000 tons of UAN.

  • Reply to


    by halfsure1 Mar 31, 2016 3:46 PM
    halfsure1 halfsure1 Apr 1, 2016 7:23 AM Flag

    *DJ News On Rentech Nitrogen Partners L.P. (RNF) Now Under UAN

    Mar 31, 2016 17:08:00 (ET)

    (END) Dow Jones Newswires

    March 31, 2016 17:08 ET (21:08 GMT)

  • halfsure1 by halfsure1 Mar 31, 2016 3:46 PM Flag

    spoke with investor relations and news is suppose to be out today

  • Reply to

    current UAN pricing

    by reso33ns Mar 25, 2016 9:19 AM
    halfsure1 halfsure1 Mar 25, 2016 10:00 AM Flag

    thanks for post, reso

  • Reply to

    Carl I and RNF

    by budfoxtrading Mar 24, 2016 8:18 AM
    halfsure1 halfsure1 Mar 24, 2016 10:51 AM Flag

    Insider Sentiment
    ICAHN CARL C purchased a total of 307,777 shares on March 21, 2016. Over the last 4 years insiders have on average purchased 438 shares each year.
    Insider Transaction History
    Date Name-Position Transaction Shares Price Range ($) Shares Held Mkt Value
    3/21/16 Icahn Carl C
    Beneficial Owner of more ... Purchase 307,777 10.04 – 10.64 307,777 $3.2 M

  • halfsure1 by halfsure1 Mar 21, 2016 10:06 AM Flag

    Insider Sentiment
    ECTON DONNA R purchased a total of 2,000 shares on March 10, 2016. Over the last 5 years insiders have on average purchased 63,675 shares each year.
    Insider Transaction History
    Date Name-Position Transaction Shares Price Range ($) Shares Held Mkt Value
    3/10/16 Ecton Donna R
    Director Purchase 2,000 7.20 – 7.20 28,469 $14.4 K
    12/25/15 Pytosh Mark A
    Chief Executive Officer Exercise of Options 22,199 0.000 – 0.000 55,932 $0.0
    White William L
    Officer Exercise of Options 18,136 0.000 – 0.000 4,378 $0.0

  • Reply to

    RNF Sold Pasadena

    by investigator70 Mar 15, 2016 8:28 AM
    halfsure1 halfsure1 Mar 17, 2016 9:39 AM Flag


    Rentech Nitrogen Partners, L.P. (RNF) announced today that its Board of Directors has declared a cash distribution of $0.11 per common unit to distribute the initial proceeds from the recent sale of its Pasadena, Texas facility. The distribution is payable on March 31, 2016 to holders of record as of March 28, 2016. The distribution represents initial sale proceeds of $5 million net of transaction-related fees of approximately $0.6 million.

    The Partnership also set a second record date that coincides with the closing of the pending merger of Rentech Nitrogen and CVR Partners, LP for rights to receive all additional cash distributions payable to Rentech Nitrogen unitholders related to the Pasadena sale. This means each Rentech Nitrogen unitholder as of closing of the pending merger with CVR Partners will receive: (i) the merger consideration of 1.04 common units of CVR Partners and $2.57 of cash per common unit of Rentech Nitrogen; (ii) the right to receive their share of a cash working capital adjustment from the Pasadena sale, which is estimated to be approximately $6 million and which amount is expected to be confirmed within ninety days of the Pasadena closing; and (iii) the right to receive their share of any potential milestone payments from the Pasadena sale, which will be calculated as 50% of the Pasadena Facility’s cumulative Adjusted EBITDA, as defined in the Pasadena sale agreement, in excess of $8 million earned over the next two years. The payment dates for the working capital distribution and the potential milestone payment distributions will be set promptly after such funds are received.

  • Reply to

    New FYI......

    by nypd2726 Mar 16, 2016 10:04 AM
    halfsure1 halfsure1 Mar 16, 2016 10:26 AM Flag

    9:15 am Penn Virginia (PVAH) reaches credit amendment with reserve-based lenders; agreed to push back date for certain events of default until April 12 (possible further extension to May 10) (:PVA) : Additionally, an ad hoc committee of the senior unsecured noteholders, which represents more than 50% in amount of the senior unsecured notes, supports the Credit Amendment. Penn Virginia intends to use the additional time to continue discussions with various of its creditors, including the RBL Lenders, the Noteholder Committee, and certain of its major contractual counterparties, with the objective of reaching agreement on a comprehensive debt restructuring.

  • halfsure1 by halfsure1 Mar 16, 2016 9:28 AM Flag

    6:40 am Rentech Nitrogen Partners misses Q4 estimates; UAN merger may close at the end of March (RNF) :

    Q4 adj. EPS $0.20 vs $0.42 Capital IQ Consensus; revs -4% to $77.4 mln vs $99.00 mln Capital IQ Consensus Estimate
    While the fourth quarter was affected by weather and the inability to ship all of our prepaid UAN commitments, we expect to largely make-up for the lost sales volumes in the first quarter of 2016." Mr. Forman continued, "We believe expectations for increased corn plantings this spring, along with the early start to ammonia application that we are seeing in parts of our trade zone, will drive strong nitrogen demand through the second quarter."

  • Reply to


    by keoo2 Mar 3, 2016 11:07 AM
    halfsure1 halfsure1 Mar 3, 2016 1:41 PM Flag

    thanks, me too

  • Reply to

    good uan PR

    by halfsure1 Feb 19, 2016 2:06 PM
    halfsure1 halfsure1 Feb 20, 2016 10:40 AM Flag


    Overall, CVR Partners reported fairly good numbers. The return of the distribution and improved operational performance are major positives. At current prices, CVR Partners has a forward yield of over 17.5%, an insane level given that the distribution could actually be heading even higher in 2016. As for its valuation, CVR Partners is also extremely cheap trading at just 5x EV/EBITDA and ~5.5x TTM DCF, while net debt is extremely low at just ~$75 million versus ~$110 million in annual EBITDA.

  • Reply to

    This could be the biggest growth stock in 2016

    by depaula_kelley Feb 18, 2016 12:06 PM
    halfsure1 halfsure1 Feb 19, 2016 4:14 PM Flag

    me too

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