We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
UAN - The variable distribution MLP that could go a long way
An SI Board Since March 2021
Posts SubjectMarks Bans Symbol
287 26 0 UAN
Emcee:  Elroy Type:  Moderated
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
287I don’t have a formal income statement model. I just use Q2 as having a little Elroy-Wednesday
286<<I think Publius has a tendency to over estimate how good things may be.&Area51-Wednesday
285Retail price info...... DTN Retail Fertilizer Trends Urea Price Climbs 26% SincElroy-Wednesday
284I think Publius has a tendency to over estimate how good things may be. There aElroy-Tuesday
283Reviewing how Publicus modeled the quarter for comparison (I think he used $290 Area51-Tuesday
282UAN has announced the Q3 earnings date as Nov 1st after the close. They'll Elroy1Tuesday
281Best to lock in fertilizer now, farmers warned producer.comElroy-last Saturday
280I'm reading some posts indicating that fertilizer stocks are starting to getElroy-last Friday
279<i>maybe I'm still too bearish on the stock.</i> ?? What is a Elroy-last Friday
278UAN for Q1 delivery is now $550/ton or more...... cmegroup.comElroy-last Friday
277Decent close on option expiration. Holding 80 and since hitting 80 it has gone sArea51-last Friday
276From @JoshLinville: Normally costs 55 - 60 bushels for 1 ton UREA; now costs 135Area51-October 13
275These are "retail" fertilizer spot prices, so not applicable to what UElroy1October 13
274<i> I wouldn't count on fertilizer staying high ad-infinitum unless coElroy-October 13
273I'm just telling you what the CEO of CF said on the topic. I think they belElroy-October 13
272<< Have you heard any announcements by any fertilizer maker that they are Area51-October 13
271Well I Google and I read commentary that agriculture has been and will be a cyclPaul Senior-October 13
270<i>UAN is in such a cyclical business though, I have to ask, do you reallyElroy-October 13
269Interesting past few days. The Nov and Dec 2021 prices have moved up, while 202Elroy-October 13
268re stepped-up basis. When this term is discussed, in my mind I envison middlePaul Senior-October 13
267OK googling the stepped up basis for MLPs I found several sources that claim youArea51-October 13
266It doesn't seem right but it seems to me that UBTI income will be taxed signArea51-October 13
265Supply Disruptions Add Costs Bottlenecks Loom for Critical Ag Supplies https://Elroy-October 12
264CVR Partners’ Coffeyville, Kansas, nitrogen fertilizer manufacturing facility inElroy-October 12
263CVR Energy Names Dane Neumann Executive Vice President & Chief Financial OffElroy-October 12
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):