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Non-Tech
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
Introduction Market Data Compact
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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
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