UAN - The variable distribution MLP that could go a long way

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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
823	29	0	UAN

Emcee: Elroy	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
120	CF (a fertilizer maker 20x larger than UAN) said in a conference last week that	Elroy	-	5/24/2021
119	This is getting interesting. The future CME NOLA UAN price for 2021 Sep through	Elroy	1	5/23/2021
118	This guy has a huge following on Seeking Alpha: CVR Partners Should Return To I	Elroy	-	5/20/2021
117	UAN sells wholesale, so retail fertilizer prices aren’t terribly important. Sti	Elroy	-	5/19/2021
116	Nice price action in CVR partners today (+12%) considering that corn is still co	Area51	-	5/17/2021
115	DTN Fertilizer Outlook Prices Expected to Remain Stable Going Into Summer dtnpf	Elroy	-	5/13/2021
114	DTN Retail Fertilizer Trends UAN Fertilizers Gain 5% as Retail Prices Keep Inchi	Elroy	-	5/12/2021
113	BGS (a food company) reported Q1, the CEO in prepared remarks often discussed in	Elroy	-	5/12/2021
112	CF is a major maker of fertilizer. I think they’re about 15x the sales of UAN.	Elroy	-	5/7/2021
111	All the UAN NOLA futures for Q3 jumping to $240+ today. If they forward sell a	Lesser_Ape	1	5/6/2021
110	Corn future prices through the roof today. cmegroup.com	Elroy	-	5/6/2021
109	I think the most sensible thing is to assume that for this quarter, they get som	Lesser_Ape	1	5/5/2021
108	Here’s today’s article on retail fertilizer prices dtnpf.com The average retai	Elroy	-	5/5/2021
107	I listened to the call. My conclusion is that trends in corn and agriculture an	Elroy	-	5/4/2021
106	Publicus at seekingalpha did a summary of the call. The next earnings report is	Area51	2	5/4/2021
105	I haven’t listened to the call yet, but I understand that in the call they were	Elroy	-	5/4/2021
104	Looks like we weathered the storm (down 7% adequately compensates for the poor Q	Area51	-	5/4/2021
103	They did say in the Feb 2020 call for Q4 2020 that the increasing fertilizer pri	Elroy	-	5/3/2021
102	Yeah, the earnings were about as bad as imaginable. Some speculations: a) Ther	Lesser_Ape	-	5/3/2021
101	UAN’s results are awful. They appear to have produced less than last year, sold	Elroy	-	5/3/2021
100	UAN Q1 results due out Monday after the close. The conference call is (I think)	Elroy	-	5/1/2021
99	Well there must have been a bunch of astute forecasters given the volume in the	FIFO_kid2	-	4/30/2021
98	Corn is $7.30...... markets.businessinsider.com The higher corn goes, the long	Elroy	-	4/30/2021
97	I see ........	bruwin	-	4/30/2021
96	DTN Fertilizer Trends: Price Rise Continues, Albeit Slower April 29, 2021 agfax	Elroy	-	4/29/2021

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