UAN - The variable distribution MLP that could go a long way

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Non-Tech UAN - The variable distribution MLP that could go a long way

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From: Elroy	9/23/2021 12:37:00 PM
	of 520

UAN unit price briefly hit a five year high today.

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To: Elroy who wrote (203)	9/23/2021 6:06:18 PM
From: Elroy	of 520

UAN for Q1 delivery now above $440/ton. cmegroup.com

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From: Elroy	9/24/2021 12:10:35 PM
	of 520

Another five year high unit price today

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From: Elroy	9/26/2021 1:49:32 AM
	of 520

US GRAINS COUNCIL EXPECTS RECORD CHINESE CORN PURCHASES TO CONTINUE https://brownfieldagnews.com/news/us-grains-council-expects-record-chinese-corn-purchases-to-continue/

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To: Elroy who wrote (207)	9/28/2021 5:22:23 PM
From: Elroy	of 520

UAN fertilizer for March 2020 delivery now up to $450/ton. cmegroup.com The same month was $350/ton back on Sep 3rd. Message 33472502

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From: Elroy	9/29/2021 12:07:01 PM
	of 520

Fertilizer Prices Soar Near 2008 Highs on Supply Shocks, Concerns Sprout Over Sourcing Enough for 2022 U.S. Corn Acres agweb.com China halts phosphate exports wisfarmer.com China is banning the export of phosphate, a major component of commercial fertilizer, through 2022. “Fertilizer prices have increased dramatically in recent years, and the news coming from China will more than likely help this trend continue,” said Theresa Sisung, field crops specialist for the Michigan Farm Bureau. “Farmers should talk to their retailers sooner rather than later to discuss their options for purchasing fertilizer for their 2022 crop needs.”

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From: Elroy	9/29/2021 6:26:34 PM
	of 520

UAN futures price still moving higher. cmegroup.com

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From: Elroy	9/29/2021 9:42:06 PM
	of 520

These guys are similar to UAN with plants located in the Tampa area. They also refinanced 9% debt down to 6%. LSB Industries Announces Pricing of $500 Million Private Placement of 6.250% Senior Secured Notes Due 2028 finance.yahoo.com

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To: Elroy who wrote (213)	9/30/2021 3:27:13 PM
From: Area51	1 Recommendation of 520

Finally took out $70 :-) I was tempted to add some short term options but a little too expensive for me :-(

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To: Area51 who wrote (214)	9/30/2021 4:25:53 PM
From: Elroy	of 520

Yes, the option premiums are very expensive. And I wonder how to time the units move in price. The good news has been just flowing in over the past two months, and the units haven't moved much until the past two weeks. So.......who knows what is going to get them going? I think they're on their way to above $100, but the timing of the move is beyond me.

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