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CVR Partners, LP Message Board

jimcalp88 22 posts  |  Last Activity: Mar 27, 2014 12:38 PM Member since: Apr 18, 2013
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  • Reply to

    K-1

    by kubbyfarm Mar 19, 2014 11:06 AM
    jimcalp88 jimcalp88 Mar 27, 2014 12:38 PM Flag

    Just checked mail this morning and still nothing. What the hell

  • Reply to

    K-1

    by kubbyfarm Mar 19, 2014 11:06 AM
    jimcalp88 jimcalp88 Mar 27, 2014 12:23 PM Flag

    Not sure what the issue is. If they can post it on website, how hard is it to put in mail as well. It's a known part of the business every year. Nothing new.
    I even recieved CVRR K1 already. What takes UAN so long EVERY year?
    It's performed poorly, pain in the rear for taxes. God forbid some of you poor saps are hanging on to stock from the secondary over priced offering.
    Remind me again why I hang on to this pig?

  • Come on Carl, tighten up the ship. With the technology these days, why does it take so long to get the K1s out?
    You are killing us. Just want to get taxes taken care of in a timely manner and keep them off my #$%$.

  • Reply to

    Please Critique This

    by gimmick42 Mar 7, 2014 6:35 PM
    jimcalp88 jimcalp88 Mar 7, 2014 7:18 PM Flag

    I agree with your points. My thought is that short interest has deceased possibly by half now. Taking their small losses. Those who rode it out will stay until the next Q report, hoping in the meantime that commodities crash, or some unforeseen issue happens to stop production. I don't see either happening. Especially after last years plant issue that is now fixed and increased production. Also commodities are strengthening. I think first half of this year will be strong as it ever has for UAN and any possible items to come up to lower pps for shorts won't happen until 2nd half. That being said, there may be another opportunity for a pop when next report comes out as all signs are pointing up and shorts cover once again

    Sentiment: Strong Buy

  • Reply to

    Barclays Capital

    by gimmick42 Mar 5, 2014 11:00 AM
    jimcalp88 jimcalp88 Mar 5, 2014 8:04 PM Flag

    Prices are below, but the increased production will make up a lot of that difference

  • jimcalp88 jimcalp88 Mar 5, 2014 8:00 PM Flag

    Unless you are in California ;-(

  • Reply to

    OK now is time to buy RNF

    by jimcalp88 Mar 3, 2014 6:03 PM
    jimcalp88 jimcalp88 Mar 5, 2014 7:48 PM Flag

    Actually do agree with you on CVR Partners. However look for another place to make a play that hasn't made much of a move yet in a fully valued market, and looking at RNF 52 week range, I just see a play here. Yeah RNF isn't going to see the 40's. But it sure can easily see a 15-20% move as it has lagged as of late with its past issues in production (which are now fixed).
    I am actually long in both RNF and UAN at this time. They had both been beaten down as of late and will just naturally have a move up from last months levels due to season as well as increased production of both.
    Not saying either is a hold to retire on. But going to be happy with a 25+% gain

  • Reply to

    OK now is time to buy RNF

    by jimcalp88 Mar 3, 2014 6:03 PM
    jimcalp88 jimcalp88 Mar 5, 2014 3:24 PM Flag

    But gimmick....... Just a week or so ago here in a response you called a buy? If you wait as long as you mentioned to get in or add, you will miss a large part of the move like today.
    Look at their latest statement. RNF production is back at full capacity and possibly above looking forward.

    Sentiment: Strong Buy

  • If you sold, it's time to get back in. If you held, it's time to add to positions. I was a seller of this stock but now looks time to move in and started a position. Stock looks to have bottomed and started a turn.
    RNF has priced in its latest poor results. It's the time of year that fert stocks start to climb, and with latest work done to plant RNF should be at full production at prime time and report a substantially better quarter for Q1 and Q2. Even with increased input costs, the substantial increase in production should make up for a lot.
    Crop production in the US is NOT going to be greatly changed. There is still going to be solid plantings in corn.

    Sentiment: Strong Buy

  • Reply to

    5 CENTS NO WONDER THE STOCK IS 17.50

    by casstech1964 Feb 14, 2014 6:34 PM
    jimcalp88 jimcalp88 Feb 20, 2014 9:50 AM Flag

    Can still catch .43 in UAN just announced. Could have been for same price as RNF yesterday. But still not too late

  • Reply to

    UAN .43

    by keoo2 Feb 20, 2014 8:46 AM
    jimcalp88 jimcalp88 Feb 20, 2014 9:45 AM Flag

    As stated earlier. Sell RNF and buy UAN and catch double digit divvy. The short squeeze is on. Those who didn't buy UAN already missed over $1 today alone

  • Reply to

    Very Nice

    by greenroger22 Feb 20, 2014 8:44 AM
    jimcalp88 jimcalp88 Feb 20, 2014 9:42 AM Flag

    Nice to see finally. And to think Q4 prices are generally lower. Looking promising for first half 2014. Let the short squeezing begin

  • Reply to

    Health Care Update

    by gilley0139 Feb 18, 2014 12:48 AM
    jimcalp88 jimcalp88 Feb 20, 2014 6:10 AM Flag

    I agree with you. CMG are great marketers, and they are not stupid when it comes to business. They will keep a high percentage of employees under that 30hr mark. However, you cant say that they aren't going to have to eat higher labor costs. With increasing minimum wages, any amount of hours worked in a week costs more. Then on top of that add ACA to some of it. Then add on higher cost of food "to keep its integrity". I don't see how people can deny these situations and headwinds.

  • Reply to

    Question about special dividend

    by madhuben5 Jan 15, 2014 11:41 AM
    jimcalp88 jimcalp88 Feb 20, 2014 5:49 AM Flag

    True, unless Carl wants to generate more revenue for the parent company to buy more apple stock ;-)

  • Reply to

    Expect huge moves...

    by obboi Feb 18, 2014 8:34 AM
    jimcalp88 jimcalp88 Feb 20, 2014 5:44 AM Flag

    I agree with all the concerns in responses here. After all, it has bitten us in the past ie; unforeseen unreported outages, etc. However they have been in full production with increased capacity (as far as we know) so YOY could be beat. That said, short interest is at a 12mo high in UAN. So a good chance you will see a bigger than normal pop here IF we can get some positive news. All fert stocks have been beginning there seasonal rise lately

  • Reply to

    The way the weather has been around the U.S.

    by osierjim Feb 12, 2014 6:57 PM
    jimcalp88 jimcalp88 Feb 14, 2014 10:11 AM Flag

    Wait a minute. How does cold temps sell more UAN to farmers? What does cold temps right now do to corn crops? They aren't even planted yet?
    Now....... There has been a move in corn price as of late. Due in large part to increased exports. Higher corn prices will encourage more planting, and therefore use more nitrogen.
    Like your positive outlook, but you really need to have accurate info to support.

  • Reply to

    Not to worry

    by obboi Feb 13, 2014 6:38 PM
    jimcalp88 jimcalp88 Feb 13, 2014 7:10 PM Flag

    Agreed. Plus a nice double digit divvy while you wait?

    Sentiment: Strong Buy

  • Reply to

    SELL RNF it's dead money

    by jimcalp88 Feb 13, 2014 11:46 AM
    jimcalp88 jimcalp88 Feb 13, 2014 7:07 PM Flag

    Now is a good opportunity to sell RNF after its recent bump up. It is now going to hit some resistance. Plus with its lack of production recently it is going to have difficulty making up that ground.
    It's also hard to deny UANs divvy which is double that of RNF

  • RNF has too many negatives and not enough catalysts. Higher Nat gas prices, reduced production due to repairs and only a so so divvy.
    BUY UAN! Cheaper input cost in using pet coke rather than Nat gas. Recent increased capacity has been online for awhile now, and consistent double digit divvy currently sitting at 13%.

  • With the big swings in this stock, there is money to be made on both directions. Have been short on CMG and covered on latest dip. Just missed the buy before the pop. Didn't expect it to be this big.
    But the reality is that this company is a bit overvalued, however it is making a compelling play in two major popular areas right now. It is Fast Casual which is the new dining craze, as well as marketed as playing the "healthier" eating while pushing with the natural/whole foods craze. Those two areas are red hot right now and CMG rides that wave.
    I still do think it is over priced, but can't deny it's place in the market that nobody seems to hit on the same.
    Was hoping for a bigger dip closer to 450 to start a long position, but didn't quite make it.
    Now time to watch for a short entry again in a market and economy that is starting to show some weakness in these latest reportings.

UAN
20.57-0.07(-0.34%)Apr 17 4:04 PMEDT

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