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CVR Partners, LP (UAN)

NYSE - NYSE Delayed Price. Currency in USD
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129.31-3.46 (-2.61%)
At close: 04:00PM EDT
130.00 +0.69 (+0.53%)
After hours: 07:59PM EDT
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  • G
    Geezer31
    UAN is going to pay out fifteen bucks give or take in the next distribution. That news will be announced in about two months. I expect the unit price to move a lot higher following the news, as it clearly illustrates the high cash distribution power of the partnership when fertilizer prices are at their current elevated levels. It's like a 12% yield in one quarter......
  • t
    tony
    im losing my mind, every time I re-read the research, analyze the supply/demand, look at the pricing and sales volume next few quarters, recall the Q45 credit coming, I buy more shares or add call optoins. Will be living on the street soon with 20,000 shares of UAN, mumbling. "but its gonna hit $250 any day now". either broke or rich. :)
  • r
    richard
    Cheap UAN shares this morning
    Thank you
  • A
    Anonymous
    At least $300 end of year. Keep on holding, and add more if you can. I'm all in
    Bullish
  • e
    eytanc
    Profercy World Nitrogen Index | Profercy
    www.profercy.com
  • G
    Gregory
    Dang, this down draft market drop is like Christmas. My orders for UAN at $127.95 and $127.50 filled. Half of those went into an IRA that I have to distribute from this tax year. So my thoughts are to load it up now at a low price and then distribute it quickly it before it rebounds and before the next ER in August. That way the post distribution price appreciation gain we expect (to $300+) will be tax deferred and treated as long term cap-gain if and when I sell it instead of ordinary income - which is the usual treatment of IRA distributions.
  • G
    Gary
    Honestly with the drops in fertilizer prices this thing could go back to 110 on its way back to the 70s.
    I want to buy back in the worst kind of way in but I think this thing has a lot of room to move down from here.
  • R
    Richard
    Does anyone want to speculate on UAN capital spending for expected production increases next couple of years?
    As variable payout MLP, won't increased capital spend reduce payout but not reported earnings to unit holders.
  • t
    tony
    Mark your calendars. Todays price will be the lowest seen for several years.
  • G
    GoodTrade
    Mic Drop! Top Fertilizer Maker CF Industries Sees Two Years of High Prices
    In particular, a fertilizer key to corn production will stay expensive https://www.bloomberg.com/news/articles/2022-05-18/top-fertilizer-maker-cf-industries-sees-two-years-of-high-prices
    Bullish
  • j
    jj
    Did you see the options activity today? A lot of traders closing out positions. Probably accounts for the price drop. May contracts expire this Friday (5/20/22).
  • G
    Gregory
    The big bite out of our Q1-22 earnings pie - and thus from out of our distribution - was the 9+% debt coming due next year. And I’m more than happy to be rid of it.
    Though we are not debt free, I am quite comfortable with the remaining note. Very comfortable.
  • C
    Cold Beef Cake
    Why UAN would sell off due to a SNAP-initiated advertising/tech sell-off makes no sense. Buy or sell puts. $10 or close to it is coming in the next dividend.
  • A
    Andrew55
    Guessing a lot of margin calls were made yesterday accelerating market decline in general and pulling down UAN as well. With the reduced distribution die to debt repayment (always good to pay down debt) behind us and larger distributions ahead of us stock price should rise. I have been adding.
    Bullish
  • a
    alexander.a.alekhine
    With the distributions that will be coming each quarter for the next few years at least, this stock should probably be over $300 per share. It's incomprehensible that the price is bumping along near $140. Oh, well--people who snooze on this stock will lose out on getting the fat distributions. I would buy more, but I am already all in.
    Bullish
  • G
    GoodTrade
    Longs and new partners, we're holding the mother of all cash generating cows. The distributions over the next 3 quarters should easily exceed $30 per unit (total). With planned maintenance and improvements in Q3, and subsequent increased production and reliability, we'll easily exceed $40 per unit (total) in distributions next year. Unit prices will inevitably trade in the $350 to $500/unit range, regardless of overall market meltdown. Where else can the market go with its money, especially when there is a worldwide shortage of food, grains and fertilizer.
    Bullish
  • t
    tony
    two big positives - whether has cleared up in the midwest and farmers are planting furiously after the cold and rain. Probably still have time for a full planting season. 2nd - Corn prices for delivery December 22 are moving up and this will encourage farmers to choose corn over soybeans. Looks like we might have a record planting and fertilizer consumption season.. Geezer is correct in that higher corn = more corn planted equals more fertilizer used = higher prices. looks like we are in really good shape for the rest of the year and into next year.. Whatever prices we see now on UAN before the 2nd Quarter announcement will be the lowest share price we see for a couple of years.
  • M
    Mary
    Morningstar reported this month that the UN has decided to help Russia and the Ukraine export fertilizers and agricultural products to the rest of the world thereby affecting related stocks.
  • G
    Gregory
    CVR Energy has a right to call our UAN units under the partnership agreement. However it, together with its “Affiliates” must have in the aggregate over 80% ownership of UAN units before it can be exercised.

    So I wrote the Investors relationship department as to what the present ownership aggregate is for CVR and it’s “affiliates” - specifically mentioning but not limited to Goldman Sachs and Carl Icahn.

    Today Richard Roberts Jr. emailed me back and advised that CVR Energy holds 37%. As to affiliates his response was, and I quote verbatim:

    “.There is no other affiliate ownership outside of CVR Energy’s 37% at this time.”
  • V
    V
    -6% at very big volume, did something happen?
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