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CVR Partners, LP (UAN)

NYSE - NYSE Delayed Price. Currency in USD
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3.38-0.07 (-2.03%)
At close: 4:02PM EDT
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  • F
    Fred
    Fred
    This stock is so dirt cheap and was so oversold that its about time someone woke up and started seeing the intrinsic value. Sure the dividend has been suspended but its not like the Company is burning cash and there is a question of solvency. Current price is just a fraction of book value and replacement cost of assets. Eventually lower fertilizer prices will reverse and then you will get a tripling of stock price from here. This is my largest position and it remains a great buy below $4 per share.
  • r
    richard
    richard
    urea pricing spike

    Comments on urea price may have sparked yesterday's fertilizer stocks rally

    Sep. 19, 2017 12:08 PM ET|By: Carl Surran, SA News Editor
    Fertilizer names are mixed a day after enjoying an across the board rally, which may have been sparked by comments out of the TFI World Fertilizer Conference, which is being held in Washington, D.C.

    A key comment, according to Briefing.com, was that spot urea prices in New Orleans have climbed ~15% since Sept. 1 to $230/short ton; urea sales comprised 32.5 of 2016 total sales at CF Industries, which topped all gainers on the S&P 500 yesterday.
  • p
    pops or homo
    pops or homo
    way over priced it will fall back to under 3. easily otherwise hold to next year
  • B
    Brad Jickwoczoski
    Brad Jickwoczoski
    M, I am going to speculate on this one too. I wouldn't buy it until I see a double bottom. If I don't get a double bottom and I missed it, it is ok too. I am happy holding nice positions at the big ones.
  • J
    Jessica
    Jessica
    Ready to find a few stocks that arent as boring as UAN ? Make sure you get into thestock-dork now - the site has been a massive winner for me .
  • B
    Brad Jickwoczoski
    Brad Jickwoczoski
    UAN will retrace it gains, we could go in a little cheaper than mid $3, imo.
  • M
    M
    M
    Poll: Will they pay a dividend for third quarter?

    I say yes, 0.03
  • M
    M
    M

    UAN prices still flat, I am waiting as third quarter results look bad...

    UAN prices moved close to our buying target last week, with the average cost of 28% down to $208. With fair value just $3 less, those wanting to lock in supplies may be able to do so at a value that could be significantly less than waiting. While the spot price of 32% of the Gulf is $124, swaps for the end of September are $7 higher and winter contracts are at $154. Other nitrogen costs are on the rise and UAN is no exception. Wholesale prices are only $2.50 off their summer lows so those who can move quickly may be able to avoid higher charges.

    http://www.farmfutures.com/story-weekly-fertilizer-review-0-30765

    Fertilizer Outlook - Move fast to lock in nitrogen
    Dealer prices likely to follow international market higher.
    www.farmfutures.com
  • r
    richard
    richard
    UAN Next merger?
    Monsanto-Bayer Merger: Analyzing the Opposition
    By Adam Jones | Sep 20, 2017 8:30 am EDT
    Opposition
    The merger between Monsanto (MON) and Bayer is worth $66 billion. It’s one of the largest deals in the agribusiness (MOO) industry. In the past, Monsanto has been opposed by several entities due to concerns related to its GMO (genetically modified organisms) seeds. Let’s look at some of the opposition towards the Monsanto-Bayer merger.

    Monsanto-Bayer Merger: Analyzing the Opposition

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    Themes
    Recently, a white paper was released by the Konkurrenz Group. The white paper discusses some of the opposition towards the Monsanto-Bayer merger. According to the white paper, the deal would result in an increased concentration. The combined companies would control more than 70% of the cotton acreage in the US.

    The sheer size of the combined companies might lead to increased dominance, which could be non-competitive to the market. According to the white paper, the merger would eliminate the compaction between Bayer and Monsanto, which would reduce the competitive research collaboration.

    In summary, the white paper strongly opposes the merger. The merger could lead to a strong anti-competitive environment for the industry. Eventually, consumers and farmers will have fewer choices and might have to pay higher prices.

    These are some of the concerns that will be addressed by anti-trust regulators in the US, the European Union, and other jurisdictions where the merger could have a negative impact on the market.
  • u
    usa
    usa
    CVRR is the main component of CVI and CVRR has more than $500 million in cash in its balance sheet. Last time CVI shares traded at $23.34, CVRR traded for $11.50. Either current price of CVI is a pump and dump or CVRR is going to shoot through the roof with the management taking the right steps to benefit from the improved crack spreads
  • r
    richard
    richard
    good uan read
    Company performance
    Last week, CVR Partners (UAN) was the biggest gainer among the companies in the above chart. It rose as much as 6.8% week-over-week to $3.13 per share. The Mosaic Company (MOS) followed with its shares rising 3.3% week-over-week to $20.7 per share. Agrium (AGU) had a weekly gain of 2.5% and closed at $105.1. PotashCorp (POT) rose 2.5% week-over-week and closed at $18.7 per share.

    CF Industries (CF) was also one of the gainers last week with a weekly gain of 1.8%. The stock closed at $32.9 for the week ending September 15. Israel Chemicals (ICL) stock rose 0.9% and closed at $4.3 per share.
  • r
    richard
    richard
    accumulation, uan going to $4 this month
  • r
    richard
    richard
    uan upgrade :)
    Second Opinion® Weekly - CVR PARTNERS LP (UAN)
    Exchange: NYSE Close as of week ending 09/08/2017
    Opinion
    Opinion NEUTRAL FROM AVOID Date Opinion Formed 9/11/2017 Price Opinion Formed 2.84
    Score 2 C-Rate 0.0 UPGRADED
    Recommendation
    Stock shows Mildly Improving Conditions. SCORE = 2
    if you are short this stock, hold position. Do not initiate new short sale.
  • r
    richard
    richard
    uan pre mkt activity
    looks good
  • J
    John C
    John C
    Are the people on this board smoking crack? This company is ripe for a leveraged buyout at current price.
  • r
    richard
    richard
    Nitrogen prices edge higher

    Ammonia joins urea in move on wholesale markets.
    Bryce Knorr 1 | Sep 06, 2017

    The changing of the seasons has brought with it a fall move higher in fertilizer prices. Though not dramatic, increased demand from growers around the world has firmed a market battered by oversupply this summer.

    Ammonia became the second leg of the nitrogen complex to turn around, following the July/August move in urea. Anhydrous contracts for September at the Gulf settled $22.50 higher at $195, and the increase is already being felt in parts of the retail supply chain. Dealers on the Plains, where prices tend to adjust more rapidly, boosted prices $10, up to the $310 to $325 level. Our average dealer price slipped nearly $8 to $384.50, with the drop reflecting dealers posting new fall offer sheets. In Illinois and Iowa, for example, USDA’s survey last week put prices sharply lower on the reset, which took average prices there to $395 to $400, with the bottom of the large at $343 to $370. Ammonia imports fell 11% in July as prices bottomed.
  • M
    Make
    Make
    Given the raw input price of crude oil is low and sale price of gasoline is high will share price of CVRR reach $11 by weekend,
  • M
    Make
    Make
    Hertz a Carl Icahn company was trading for $8.40 per share around June 2017. Today it is worth $23.17 per share. CVRR makes more profit that Hertz. Plus CVRR hold about $500 million in cash.
  • B
    Brad Jickwoczoski
    Brad Jickwoczoski
    M is right, this is still going south like MOS.
  • M
    Make
    Make

    Good news for CVRR, Texas oil refineries still badly hurting from Harvey.
    http://money.cnn.com/2017/09/11/investing/harvey-refinery-texas-gulf-coast/index.html?iid=hp-stack-dom