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

To: Elroy who wrote (75372)	4/3/2024 2:50:13 PM
From: E_K_S	Read Replies (2) \| Respond to of 78814

RE: CVR Partners My AI, found this it appears that CVR Partners is likely to be sold in the near future:Key Points: CVR Energy, the parent company of CVR Partners, recently announced that it is exploring strategic options for the fertilizer business CVR Partners 1. The search results indicate that CVR Partners' assets are likely worth significantly more than the current market price of its units. Estimates range from $206 to $266 per unit, compared to the current trading price 1. There has been a recent sale of a similar fertilizer asset (the Wever plant) for a price that suggests CVR Partners could be worth 5-10% more 1. The search results mention several potential buyers for CVR Partners, including Nutrien, Yara, Koch, and CF Industries, as the fertilizer industry consolidates 1. Potential Sale Price and MLP Structure The search results suggest CVR Partners could be sold for a price in the range of $225 per unit, which would be a significant premium over the current trading price 1. However, it's unclear if CVR Partners would remain structured as a master limited partnership (MLP) after a sale. MLPs have certain tax advantages, but the search results do not provide a definitive answer on whether the new owner would maintain the MLP structure 2 3. In summary, the search results indicate that CVR Partners is likely to be sold in the near future for a price that could be significantly higher than its current market value, but the future structure of the company (whether it remains an MLP) is uncertain based on the information provided. 1 2 3

To: Elroy who wrote (75372)	6/16/2025 1:38:54 PM
From: E_K_S	Read Replies (2) \| Respond to of 78814

Re: Cvr Partners LP (UAN) 86.80 +2.93 (+3.49%) Peeled off 18% at $86.97 from buys in 8/2020; As a MLP my cost basis is around $9.50/share since you have to recapture depreciation and adjust div income over that period. Nutrien Ltd (NTR) and Mosaic Company (MOS) are other fertilizer plays. I do not own these, just continue to hold UAN, collect the dividend and will sell a few more at/above $95/share. MLP's a hassel w/ a K1 and on sales you have to adjust your cost basis and pay higher tax. However, w/ UAN probably worth it. FWIW, trying to avoid all MLPs for this reason.