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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (62876)11/18/2019 3:39:11 PM
From: Elroy1 Recommendation

Recommended By
E_K_S

  Respond to of 78451
 
I’m traveling and didn’t realize UAN had dipped so low.

I will definitely buy more at $2.70 level. They distributed seven cents in Q3 which contained downtime due to once every four year turnaround upgrade at one of the manufacturing facilities. I don’t think things need to turn around for UAN, the fundamentals are fine, just the share price is the problem. I think Q4 is a strong quarter for them seasonally, they might distribute 15 cents in Q4.

I think this is more likely a case where no one is paying a attention and UAN has dropped with the MLP sector, rather than a company specific problem.



To: E_K_S who wrote (62876)3/20/2020 1:51:12 PM
From: Area51  Read Replies (2) | Respond to of 78451
 
Time for an update on UAN. If they can sustain the dividend that's a pretty nice yield. And at least at one time I thought low natural gas price is good for then because they use natural gas to make fertilizer. Should I bother to research it further?