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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
820 29 0 UAN
Emcee:  Elroy Type:  Moderated
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566OK, here's my 2 cents..... Q2 distribution: $10. ( Assuming no manageminspbudget-7/14/2022
565Ok, it's time to play a game. UAN is going to announce a distribution alongElroy-7/14/2022
564Inflation remains with the US big time. I think inflation is good for UAN, as tElroy17/13/2022
563In general, the price to care about is the December futures price. If a farmer iLesser_Ape27/6/2022
562Yeah, I guess that makes sense why the spot price today is really high compared Elroy-7/6/2022
561Not really sure. Farmers likely care about the price they will get at the next hArea51-7/6/2022
560Price of corn. I've generally been watching the spot price. markets.busineElroy-7/6/2022
559Well they know commodity prices have been collapsing so it has been easy money tArea51-7/6/2022
558Yeah, I know. But why? The stocks are obviously predicting plunges in fertilizElroy-7/6/2022
557LXU, NTR charts carbon copy...fwiwJerrymac-7/6/2022
556Damn, I'm at a loss to understand UAN's unit price movement. There'Elroy-7/6/2022
555@Fifo_kid2 But fertilizer or Corn is more recession proof than Cooper or AluminuArea51-7/5/2022
554NON-RATING ACTION COMMENTARY Low Supply and High Feedstock Costs Support FertilElroy-7/5/2022
553I understand the macro call on a sector (commodities), but still. Most commoditElroy-7/5/2022
552Elroy-Looking at the recent action of the persistently rising longer term treasuFIFO_kid2-7/5/2022
551Ok, I don't get it. This price action makes no sense. UAN is more than likElroy-7/5/2022
550UK ministers rebuff request for help in reopening fertiliser plant finance.yahoElroy-7/5/2022
549DTN Retail Fertilizer Trends Most Fertilizer Prices Continue to Move Lower httElroy-6/22/2022
548<i>I suspect stock price will follow the trend of the general market sentiElroy16/19/2022
547Definitely hoping that your predictions are right - the drop from the $179 high inspbudget-6/19/2022
546Well, lets see. As far as I can tell the outlook for UAN continues to look outsElroy-6/18/2022
545DTN Fertilizer Outlook Wholesale Fertilizer Prices Fall on Sluggish Spring DemanElroy-6/14/2022
544UAN priced at $112 seems a bargain to me. Of course it can still get cheaper. AnArea51-6/9/2022
543They can use the free cash flows for whatever the want, but they've gotta usElroy-6/9/2022
542They can use some of that $40 for acquisitions or office remodeling? Of course, diegosan-6/9/2022
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