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Strategies & Market Trends : Value Investing
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To: Area51 who wrote (66798)3/5/2021 9:29:28 AM
From: Elroy1 Recommendation

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Area51

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Anyone interested in UAN should read this link originally posted by you. Very thorough discussion of factors affecting UAN units. Whereas I’ve mainly discussed the increase in the price of the two fertilizers that UAN sells, this post also discusses in some depth ....

The expected refinancing of their 9% coupon debt in June 2021. The interest payment may be reduced quite a bit, and every penny saved should increase distributable cash flow for unit holders.

Carbon capture tax benefits which may begin in Q2 2021, also increasing distributable cash flows.

reddit.com

There are lots of good things going on which should benefit UAN equity, and the unit price doesn’t seem to reflect them in my opinion. For the units to significantly outperform from here, all we need is UAN fertilizer prices to stay above $200 for an extended period, with just that UAN seems like at least an easy double, and perhaps more.
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