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Good food inflation hedge for those who can handle a K-1/K-3 in taxes (it’s a publicly traded limited partnership).
3 Noticeable Agritech Stocks: CVR Partners LP $UAN, BlueFire Equipment Corporation $BLFR, American Vanguard Corporation $AVD
$UAN - the best play on the market with earnings coming up
$UAN - the best play on the market with earnings coming up
10-34-0 is 49% more expensive, MAP is 53% higher, DAP is 68% more expensive, UAN28 is 83% higher, UAN32 is 89% more expensive, urea is 100% is higher, potash is 103% higher and anhydrous is 119% more expensive compared to last year. $MOS $NTR $CF
10-34-0 is 49% more expensive, MAP is 53% higher, DAP is 68% more expensive, UAN28 is 83% higher, UAN32 is 89% more expensive, urea is 100% is higher, potash is 103% higher and anhydrous is 119% more expensive compared to last year. $MOS $NTR $CF
Necessity material stocks are soaring will cause a bad ending for inflation and the economy
$MOO - An interesting play on agriculture/fertilizer
Food shortage is coming - fertilizer stocks still going parabolic
CVR Partners LP, A Potentially Undervalued Nitrogen Fertilizer Play. $UAN.
$UAN - 2022 $60 Yield Distributions Multibagger
#UAN TO THE MOON! This will see $150 easily! $300 old highs!
#UAN fertilizer! Get on before it’s too late! Going to $300 minimum! #CVRPARTNERS
Corn and fertilizer $UAN thoughts?
Mentions
Its part of my portfolio of master limited partnership stocks that I plan on diamond handing until the day I die. Dividends paid out from: ET, UAN, EPD, CAPL, and MPLX are all tax free due to how they're structured. And as long as you never sell the stock you never owe capital gains 
UAN - CVR Partners - mlp under $1Billion current valuation ignored by hedgefunds and market makers - currently trading around $78.00 per unit - recently put on the market by Carl Icahn who needs to raise cash - potential upside to $250.00 per unit……
Also UAN is a fertilizer company too if you are looking to diversify
The more tariffs we place on Chinese subsidized cars, the stock might bounce back. Fertilizer was the same way; Trump put tariffs on cheap Chinese imports and then stocks like UAN went up.
I like SMR. A ton of growth potential. Or UAN and take those sweet, sweet fertilizer dividends.
Look up UAN. It's a fertilizer company.
ZIM and UAN. Lord help me.
UAN for the dividends. You could reinvest your payments in whatever you want.
You should see my trades for UPST, UAN, Zim, ASTR, and First Republic Bank...
cane averia this piece of shit ghey dividend stock on YouTube called cvr partners $UAN it has 36% yield if it's a real stock, i highly doubt it, I am thinking i could put 100k of my account in that piece of shit and let it compound for like 5 years while I try to become a millionaire via options and see if my options can get me to a million before it does
Can anyone explain how a company like CVR Partners (UAN) can offer a 31% dividend? Seems too good to be true...
UAN CVR Partners (35% yield)- you would potentially have total $214k at the end of year 2.
UAN or lucid. Also meta definitely going down but I’m not selling until I turn a profit
Because I am bullish and bought what I thought was the bottom 2 weeks ago. Wheat futures are also down pretty big today. [https://farmpolicynews.illinois.edu/2023/06/dtn-fertilizer-prices-continued-the-trend-of-moving-lower/](https://farmpolicynews.illinois.edu/2023/06/dtn-fertilizer-prices-continued-the-trend-of-moving-lower/) “Six of the eight major fertilizers were less expensive compared to last month. “Anhydrous was 13% lower compared to the prior month, and the nitrogen fertilizer had an average price of $781 per ton. UAN32 was 8% less expensive than last month with an average price of $476/ton. “Just two fertilizers were slightly more expensive compared to a month ago. MAP had an average price of $823/ton, while urea was at $624/ton.” UAN and liquid nitrogen are $CF MAP and DAP fertilizer use phosphates. This is more $MOS and $NTR although those 2 also sell a lot of potash.
The other jucy dividend one is the nitrogen fertilizer company CVR // $UAN. I am waiting to be paid $10.43 "per share" dividend on May 22nd. Ex-div date was May 12th. I like $ZIM's dividends but since it is an ADR, they cut 25% tax. I don't think $UAN will do that.
Well, the big thing is him getting investigated. Fuck IEP, I'm worried about CVI and UAN. I think hindenberg may be onto something with IEP and the "fancy" book keeping, but they are dead wrong on UAN. The price of fertilizer has gone down because the cost has gone down, and though the aggregate demand of nitrogen fertilizer has dropped, the supply chain has shifted to America. It's already recovering quite a bit. Hindenberg is gonna be fucked if Icahn goes through with the stock buy backs too. Don't really care so much about what happens to Carl. The spice must flow and in this case, the spice is fertilizer for 🌽
May 15 is when Icahn is going to refute hindenberg. Expect big uppies for: $IEP, CVI, and UAN.
​ Actually, Icahn holds UAN through another of his companies, CVI, and he is looking to unwind UAN from CVI to be able to sell UAN - as general partner he receives the majority of the income generated by UAN, so it is unlikely that the distribuiton policy will change, and, if actively positioned for sale, replacement cost alone for UAN plants is well in excess of $200.00 per unit - and to build new fertilizer plants in the US is a multi year project if you can even overcome regulatory restrictions and NIMBY issues....... And many fertilizer plants in Europe have been closed due to the high cost of natural gas right now - this is a long term issue that will not quickly resolve...... I have been able to reduce my cost per unit to close to zero via distributions and option plays...... I am not an analyst and this is not investment advice......
Yes I can see from your post. Will be good short term so please enjoy. He’s had a lot of loses recently so it will be exciting to see if he can cover these as well as losses now generated from those pulling due to the article. UAN is also a bad investment. Will trade down to 50 with a disbursement change
My money is on Carl - Purchased $35.00 calls amd sold short the $40.00 calls..... Also long UAN a MLP he controls that just paid its second consecutive quarterly distribution of over $10.00 and trading at around $100.00......
$CF and $UAN continuing the trend of US fertilizer companies printing money and nobody seems to be paying attention because their heads are so far up the ass of tech they’ve lost focus on profit margins. $LXU tomorrow and then $MOS Wednesday
The thesis is based on fertilizer, but I don't see why UAN is the play here. There are a number of other high quality companies in that space that aren't LPs.
UAN average volume is less than 40k shares per day. This is a pump n dump.
Actual stocks: UAN (10% of my NW) though I hold way more in ETH (20% of my NW)
UAN, it pays a 25%+ dividend yield, and it'll probably double by end of this year. What's not to like.
[https://www.dtnpf.com/agriculture/web/ag/crops/article/2023/03/29/uan28-anhydrous-uan32-urea-prices](https://www.dtnpf.com/agriculture/web/ag/crops/article/2023/03/29/uan28-anhydrous-uan32-urea-prices) Main take away " Leading the way lower was UAN28. The liquid nitrogen fertilizer was 9% lower compared to last month with an average retail price of $429 per ton. Anhydrous was 8% less expensive than a month ago with an average price of $1,036/ton." I couldn't find the link but Phosphorus prices have held up better than some of the others. I made a rash decision and took a loss on $IPI and have moved a lot of that cash into $MOS and $HAL.
Today I bought AVUV (US small cap value), CF (nitrogen/ammonia fertilizer). I am looking at adding to UFPI--it has traded down quite a bit and back to its 'cheap' levels. Despite all the recession fears, it continues to perform very well. It has no debt and healthy cash, does share buybacks/dividends, 6-8 PE ratio, has significantly outperformed SPY the last 5 years (137% vs 52%), 5 year earnings CAGR of 35%, 5 year FCF CAGR of 42%, ROIC of 35%, FCF yield of 11%, ... [More DD here](https://www.reddit.com/r/ValueInvesting/comments/y5t1dd/some_dd_on_the_lumber_company_ufpi/). --- Sidenote, if anyone also gets mixed up between the fertilizers, here are the differences from a nice comment I found: > MOS: Phosphate and Potash > NTR: Nitrogen, Potash and Phosphate > UAN: Nitrogen from nat gas > CF: Nitrogen (much from nat gas) + Ammonia
Yes, worth investigating $UAN (CVR Partners, LP) they should be set for a couple of good years ahead. Both facilities have recently completed their bi-annual maintenance (turnarounds), so production should be near rated capacity. Lots of expensive debt has been paid off. Feedstock of gas & coke is cheap. Quarterly distributions (not dividends) should be generous from now on. 4th quarter results due on the 21st Feb, goes ex-distro early March. But please read up about MLPs & the tax implications before investing.
It's an MLP. All MLPs are have high yields because they return capital to investors. https://mlpdata.com/distributions/UAN
I think it’s a interesting idea and something a lot of people are watching. There have been biologicals out for a few years now that aid in nitrogen fixation and I know there have been a lot of plots/trials done. I think results are mixed or “inconclusive” at best. They work, but as to whether they’re cost effective and have adequate efficacy at this point is still debatable. A lot of the economics hinge on the price of UAN or NH3, which is highly correlated with crop prices. One major factor in these biologicals has been how to physically apply the technology, I.e via a seed treatment, in furrow fertilizer, etc. That is still a substantial barrier preventing it to being accessible and cost effective in a lot of producer’s minds, especially mid size to smaller farmers. I think it’s an evolving technology that will be interesting to see mature as more money gets behind it. They will be a complement to other sources of N, how much of one, remains to be seen…”here” anyway.
That’s why I bought UAN stock at 6 dollars. Best play ever. Nitrate and Ammonia seems like a money maker.
Respectfully disagree. $UAN going to distribute around $35-40/unit in 2023. Too much to type. Check out “Publius” and “long term business investor” articles on seeking alpha. Happy to answer specific questions.
UAN is a good long play. 1.3B market cap PE 5.1~. Talking about spinning off. Good div stock at min. Been reducing debts since 2019
I was looking at UAN, CTVA, MOS, NTR, and CF. From what I’ve seen, UAN is a big nitrogen producer and CTVA just got funded by a Fed handout to support US Ag
Favorites - UAN and SARK Least Favorite - TELL
Energy has been hot. Made a mint on XLE calls this week. Not sure if the rally will sustain, but there's plenty of money that can still be bled out of speculation and into commodities. Probably throwing my full account into UAN and uninstalling the app until the next dividend hits.
I have screenshots of my portfolio during 2021, I had stuff like UPST with avg price 385, SE @335, ADBE @690 etc. It's so funny to see this now, and back then I was confident that I am a wise stock picker LOL. My portfolio had wild swings due to margin overuse (abuse), it went from 260k in Aug 2021 to 59k in March 2022 ( was 100% in Chinese stocks ), but luckily managed to recover fully and more - up to 310k now thanks to UAN run up in April earlier this year. Now sitting on 100% cash and waiting for Nasdaq to get below 8500. Let's see.
>TSLA, RIVN and LCID? Is it semiconductors? What stocks will be the AAPL of 2030 These are all not small caps or have crazy valuations. Given the history of cycles neither semis nor EV stocks will be the winner of the 2020s. Here are mine: Coal: $BTU, $ARCH, $WHC. Coal will always be needed and can't be easily replaced. Opening a new mine is basically impossible due to regulations. Its like Tobacco in 2000. You now have a legal monopoly to print money. Oil: $TAL.V, $AOI.TO, $YPF. I think also will also do well the next decade. We had a huge underinvestment before the pandemic and it just worsened the problem. Around 3b people are where China was in the 2000s. Demand will be exponential. However since oil is very volatile it will be a wild ride. Fertilizer: $UAN, $IPI Demand is inelastic and many of the European producers have shut down. Japanese small cap: ZigeXn. niche company trading at 3x EV/EBIT while still growing.
I’d sell calls during big natural gas headline days. I’m up like 300% or something silly on $UAN So I’m a bit hesitant I’ll get assigned early tho. Full disclosure , I have not done good with selling calls. I’m a much better stock picker. Then my picks just roll way beyond what I expect and end up getting burned on my calls even tho I’m trying to sell on hype days and close on down days
What’s your opinion on UAN? Flair made me ask.
Buy fertilizer LXU, UAN. Give it 90 days. Might be break even for you by January
UAN indeed a great catch, when times are bad , dividend yield is the cherry
UAN was less than $10 not long ago and is well over $100 now - would make me a little nervous
Did UAN give a special dividend?
*Looks at UAN* \-3%. Uh... ok.
Urea ammonium nitrate fertilizer calls - CF, MOS, UAN Tied to natural gas, less priced in
Natural gas is staggeringly expensive in much of the rest of the world. It is the main feedstock in some fertilizer. Fertilizer is necessary to feed the world. Fert Co's in Europe all curtailing or ceasing production. Look at fertilizer plays in the US where natural gas is cheap. CF, NTR, MOS, UAN. These have all had a good run and pulled back recently as this is not planting season, but will roar again soon. UAN is an MLP which paid $10 per unit last quarter. Will be lower in Nov, as closed for some scheduled maintenance, but Q1 payment probably $12. Expect circa $40 next year on a $130 stock. Jmho.
Pretty good DD. Had me laughing about some truly morbid stuff, although my outlook is not as apocalyptic as yours. 1. I don't necessarily agree that the SPX is going to follow the bubble pattern. I do think there is an extended bear market that is not at all priced in. Some are still thinking the Fed "pivot" is incoming soon. I do think they will lose resolve but it won't be before the end of the year. I am sort of convinced by some of the arguments that inflation is not really due to fiscal or monetary policy, but the general geopolitical climate around the world, and the Fed can't do anything to change that. There's an investor note I can share if people are interested explaining it. So, I anticipate that 1 year from now SPX will have traded overall sideways but with a lot of pumps and dumps, as people's expectations keep shifting based on whatever the latest data are. 2. I am the opposite of you in that I tend to think the housing crash is mostly priced in and the energy crisis is actually NOT priced in. I say this because if energy shortages were priced in, Brent crude would be back at, oh let's say, $110-$120 level. If anything the energy supply situation has gotten even worse since it peaked at $140+ at the start of the war. And yet the price is down? This feels even less rational than when the vaccine came out and oil only pumped a bit when it should have returned to its pre-COVID price level. I am still bullish AF on energy. Although again I am the opposite of you, in that I got tired of my uranium stocks. They were too correlated to the general market without enough actually changing. They were just giving me heartburn and I wasn't sure when if ever the world is gonna get its head out of its ass with respect to nuclear, so I closed that position. 3. Food. Bullish AF. Buy. Also buy fertilizer stocks. I like UAN. 4. Completely agree about the oil price cap thing. If you really wanted to hurt Putin's bottom line, you would encourage all producers to flood the market with cheap oil to tank the price and the government would do something like sell "price insurance" for longer dated futures (ie., put options) to guarantee that producers get a decent price for CAPEX increased output in the future. Then you would get supply along with it.
US fertilizer stocks are at the beginning of their cycle. Should do very well over the next 4-5 years. It takes 4-5 years to build new plants, feedstock of natural gas is relatively very cheap in the US compared to Europe, grain stores are at historic lows, crop yields fairly poor, crop prices are high. I like **$UAN** the most, **$CF, $NTR, $MOS** also good candidates.
$UAN. Us-based fertilizer company. European fert companies are shutting down due to high energy prices.
The world went to hell in 2008 and 2020, and many people made loads of money. Embrace your inner millenial and learn to love economic pain. UAN to the moon!
And y’all wanna keep pumping BBBY but not UAN, other fertilizer names, and various oil/gas companies? Fuckin’ 🦍
UAN is already way high. Can’t see much acceleration in upside from here, though generally I agree fertilizers are a big issue currently.
Puts on QQQ and IWM, calls on UAN, few randos
That was the catalyst for the play when I was taking to emerald yesterday. Ammonia production in Europe shut down. UAN has 0 exposure in Europe.
Expect 3x for US fertilizer stocks like $UAN, plus large quarterly distributions while holding. Cycle has just started and should last 4-5 years.
ASTS BNGO PSLDX SAVA TQQQ (use only during a recovery, and carefully) UAN YTEN ZIM
need to buy more UAN >Nitrogen prices surged this week following recent gas price gains. Double- and even triple-digit rises were seen on #urea as India's RCF floated a 1 Mt tender closing while Mosaic's #ammonia price was settled at an increase of $50/t for September to $1,150/t CFR Tampa (1/2)
For 5 years UAN….. techs not going to grow in this interest environment. This is a fertilizer stock I hope everyone is aware of the macro situation we are in. Energy in Europe is skyrocketing and won’t resolve itself quickly. What takes a lot of energy to make nitrogen fertilizers a lot of plants are closing in Europe. Fertlizer prices are already high and will continue. The world crop yield is going to be low like the 2 years we are out a critical stage this before ukraine. Crazy weather has been happening in the most crucial growing areas of the world China severe drought. US drought India and Pakistan severe flooding. Then you have ukraine and Russia the data coming out there is unreliable. I would look into this North American nitrogen fert. Play.
> UAN Spreads are insane on this ticker, what strike and expiry you thinking?
So UAN is one of the largest producers of ammonia fertilizers in the world. They do not have any production factories in eu. Eu just passed a moratorium on ammonia production which is a key ingredient in making fertilizer. This is because one of the key inputs for ammonia production is natural gas which, I am sure you have seen is extremely expensive in EU. So UAN might benefit greatly from this.
or u know get into UAN because 0 European exposure and EU just announced a moratorium on ammonia production.
for UAN, originally bought a few shares at $130ish in May. was buying more shares when it dipped back in june/july and it's been paying off pretty nicely. also that distro last quarter was real real nice. next quarter looking pretty good ($5ish/unit). IMO, more EU plants will be shutting down/reducing operations due to the high gas prices. bullish for US fert producers
You're asking a few months too late. European nitrogen fertilizer plants cannot run profitably with natural gas feedstocks at current prices. This idea has more or less already played out with $UAN, $LXU, $CF, etc. LNG regasification, liquefaction, transportation, and general infrustructure were all good ideas. Golar LNG and Tellurian are up 100%+ since Russia's invasion, Dorian LPG is up 50%+ including dividends. US natural gas is also just structurally more valuable. BSM LP, Range Resources, and Sandridge are big winners. Can these names continue to go higher? Probably. Is it as attractive a risk/reward as it was back in March? No. Financial markets are not perfectly efficient as French and Fama postulate, but they're *pretty damn quick*. You have to think about these situations and themes much more quickly.
While I do think oil is a safer play, I do BTU could make another run for $30+. What I really like is UAN. Those divys are friggen sweet and huge competitive advantage with Europe not being able to produce nitrogen fertilizer due to high input/energy costs. Plus, grain storage levels at multi year lows and a crappy harvest to come this year. We might be setting up for Armageddon tbh
UAN pays a huge dividend. Been in since about $60
You are correct. I should have included $UAN. Market cap $1.4B, P/E 4.77, EPS $28.93. They would be a very similar small cap version of $CF just like $IPI is a small cap to $NTR and $MOS.
Take a look at $UAN too. There’s a juicy dividend there.
As much as I love the vitards they hang on to some trades to long. UAN just makes sense a United States based nitrogen fertilizer producer when Europe is in an energy crisis and is on the verge of collapse. Do your own DD
Long UAN - short EWU ... you've been on vitards?
I am a fertilizer guy playing UAN for over a year the thesis is natural gas price would collapse the industry in Europe. I’m sad to say this is coming true. Long UAN short EWU and EWG. Depending on where you live and broker you could play against certain companies in Europe.
Fartilizer stocks - UAN, CF, MOS, NTR - outperforming also showing commodities inflation isn’t over
US fert stocks. US has 'relatively cheap' natural gas compared to Europe, Ammonia based ferts are very profitable to produce in the US. Europe is currently shutting production facilities down. US may be shipping urea & ammonia over to Europe for further processing into fertilizers. Expect a bull cycle in US fertilizer firms for 3-5 years. I'm long CVR-Partners (UAN) but CF, MOS, NTR would also be good choices.
My fuckin UAN calls back from the dead. A solid lesson in having some extra time to expiry. Went from like +80% on a $30 call to -80% to 20%. Also, think twice about illiquid $30 LEAPs.
Some Dec calls on UAN Puts on IWM / QQQ for late September / Oct Puts on a couple overpriced companies
Easy. Look for companies with good dividends like UAN, ZIM, MMP (or other oil companies and MLPs).
UAN has a $10.05 dividend coming up!
CRESY, UAN, IPI, BTU, ARCH, TAL.V, AOI TO and Zigexn are my picks.
Anyone here still shorting UAN?😂
Check out UAN nitrogen fertilizer produce with two plants in US one uses pet coal other natural gas. Europe will continue to close fertilizer plants due to sky rocketing energy costs. Also earning tomorrow expect a distribution of $10+
Yea man you really need to do individual research on individual companies and industries can’t just make assumption. VTNR completely different company now. UAN is a US based nitrogen fertilizer producer… nitrogen fertilizer takes a lot of natural gas it’s almost infeasible to produce in Europe at the moment plus 10%+ yield. The coal companies crazy high prices and mandate to give almost all FCF back to shareholders. Crazy high ROE, FCF and high prices also applies to a lot of oil/gas producers, pipelines, etc.
UAN, enjoy the 13% divvy in the meantime. Food shortages coming.
1) All commodities are falling ATM because crude oil prices have also been falling. 2) UAN paid out a much smaller distribution this quarter, using much of their earnings to reduce their debt. This looks unfavorable in the eyes of investors, but is actually greatly beneficial and a smart decision by CVR Partner's Committee. 3) Demand for fertilizer usually reduces in the Spring after planting season is over. Naturally, this also causes fertilizer prices to decline, and consequently the value of agricultural stocks to dip. 4) Virtually nothing prospers in a market hampered by recession fears. That being stated, the company itself has tremendous upcoming potential. Despite market irrationalities, the situations with corn & food shortages are not going to improve in the upcoming years.
Thank you for taking the time to reply. Piecing together the current outlook based on the daily chatter on SA and Publius' daily replies, it seems that for the time being, fertilizer prices are remaining steady, which makes this price action even more perplexing (especially today's session). As you said, time will tell. I haven't been adding on any dips, as I've maxed out my vol. appetite, but am far from capitulation. I think the August distribution and the 2H guidance provided will be a make-it-or-break it moment for both UAN and the trade. If they return a minimum of $10 per unit and provide a strong outlook for the remainder of the year, we should hopefully see the downward pressure subside. The only X-factor is that mid-August is almost two months away. That's a long time for the current bear-market relief rally to fizzle out and market-wide FUD to return. Let's see...
I still like UAN but I am far less bullish than I was four months ago. The economic landscape has changed quite a bit and clearly the market is telling us something about fertilizer companies not being happy in a rising rates environment. I'm bullish, but much more cautious right now. I've seen this song and dance many times with commodity stocks who get to absurdly low valuations (see most shipping stocks) and it turns out to be warranted as their earnings fall off a cliff. Time will tell. Fertilizer prices would have to fall a lot for $100/unit to be overpriced.
Current price action is the result of bear market sentiment, but UAN is still incredibly undervalued.