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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
Try some N ferts - made from that cheap natty gas $CF - $UAN - $LXU
For companies like CF, UAN, farmers recently bought for spring planting, pre war but $ were up. So, Q1 and Q2 will be a little better than last year. Some but not all has been sold for fall planting, so Q3 should be up nicely and Q4 and next year at least, should be VERY nice. It’s too uncertain to speculate how far out this will go, but Qatar has said it’ll take 3-5 years to get their LNG plant back up. ?? Re how long the Middle East plants will be out.
Do farmers use miracle gro? Buy who the farmers buy from (CF. UAN.)
Im in $UAN for 2 weeks. I posted dd for it in between bc here said too small or something. W/e. Im up pretty good so far.
thats what im implying. Fertilizer manufacturing stocks spiked in 22 and then declined for years with commodities prices. i wouldnt long CF or UAN but theyre nice for short plays
I posted about this in another forum. It is correct. DD: $UAN – Fertilizer, War, and Why This Degenerate Commodity Play Might Rip Alright degens, I stumbled into a weird corner of the market that isn’t AI, semiconductors, or some SPAC scam. It’s fertilizer. And thanks to THIS post on Instagram reels (https://www.instagram.com/p/DVl1KqBk_Tv/?igsh=MXNhM2ticmoxc3ZjdA== ) it got me thinking, you know like all good traders base their decisions. Did some googly, also like good traders, and bought after hours last night. Ticker: CVR Partners LP Before you scroll away… hear me out. TL;DR War in the Middle East disrupting fertilizer supply Huge chunk of global nitrogen trade flows through Hormuz Fertilizer prices already rising $UAN is basically a levered play on nitrogen fertilizer The Macro Setup (This Is the Important Part) Right now the world is dealing with a major fertilizer supply shock because of the Middle East situation. Shipping through the Strait of Hormuz has basically collapsed, and that route normally carries a huge chunk of global fertilizer trade. Estimates suggest roughly one-third of global fertilizer trade could be affected by disruptions there. Why does that matter? Because nitrogen fertilizer is literally required to grow crops. When fertilizer supply gets squeezed prices go up producers print money. And right now fertilizer markets are tightening again as supply disruptions collide with spring planting demand. What $UAN Actually Does CVR Partners produces nitrogen fertilizer mainly: UAN (urea ammonium nitrate), ammonia Farmers use this stuff to grow corn and other crops. The company operates two plants in the U.S. producing thousands of tons per day. The Pricing Trend Is Already Moving In their most recent results: UAN fertilizer prices were up around 55% YoY Ammonia prices were up around 32% YoY That’s a massive move for a commodity business. Why This Thing Is Weird (In a Good Way) $UAN isn’t a normal stock. It’s an MLP that pays variable distributions. Translation: When fertilizer prices are high cash flow spikes distributions can get huge. The stock has historically thrown off double-digit yields depending on fertilizer pricing cycles. The Supply Problem Nitrogen fertilizer capacity doesn’t magically appear overnight. Plants cost billions and take years to build. At the same time: Middle East production is disrupted shipping routes are unstable global nitrogen trade is concentrated in a few regions Which is exactly why fertilizer prices tend to spike during geopolitical chaos. Price Action $UAN has already been moving near 52-week highs up around 64% over the last year Volume is low though, so the stock can move fast when buyers show up. The Bull Case Simple: War means fertilizer supply disruption Fertilizer disruption means higher prices Higher prices means fertilizer companies print cash And $UAN is basically pure exposure to nitrogen fertilizer pricing. The Bear Case (Don’t YOLO Your Rent Money) This thing is still a commodity stock. If fertilizer prices fall: earnings drop distributions drop stock drops Also they recently had some operational downtime during a plant turnaround. So yeah… not risk-free. This is not an AI hype stock. It’s a commodity cash machine tied to global food supply. I bought in after hours last night. Woke up to news of a tanker getting hit amd evacuated at a +/-10% upswing at open. Ill post my positions in 1st comment. Bad at that part and app won't let me screenshot. Update: https://www.instagram.com/reel/DWCc1EjD_XO/?igsh=bGloNWNoNWx6N3Nx Now, in my regarded opinion, an even better play.
Zoom out, not much of a sleeper trade. UAN is a good one too
Not incorrect but you need to realize that DAP is such a minimal input in the US compared to MAP and UAN/Urea etc. trust me it’s much better to think of mosaic as a potash focus group than a nitrogen or phosphate company. And ammonia can be generated from the atmosphere for production of ferts, so I wouldn’t really be concerned with that from the closure perspective. Also ICL in Israel is a major player of phosphates as well and are not overly concerned with disruption.
Nah UAN only went up 30% it’s not too late, potentially up 300%+
CF, NTR. UAN and LXU could be big beta players as well.
Fertilizer. There was a world wide shortage before the war. Now, with fert plants being bombed and shortage/re-purpose of natural gas (nitrogen is needed to make fert), there will really be a shortage. This year and next, at least. It really is a huge deal, but so far NOT getting much attention. For spring planting season (and Q1 & Q2), nearly all product has been pre sold. However, for fall planting season, there should be a significant price increase for product sold. I have a lot of CF & UAN (which is an MLP with variable Q distributions). Before the war, expected distributions for 2026 and 2027 were expected to be $25/yr. Now it’s probably gonna be $8 - $10 per Q, starting Q4 (maybe Q3). If interested in more, there’s an article on Seeking Alpha by Publius with a very active comment section.
I’m up almost 22% YTD. UAN, MOS, O&G stocks, trade the volatility with COHR, NBIS and WULF.
I missed out on a lot of the tech run up of the last several years, thinking “how much higher can they run?”. Apparently, a lot. Was mostly in LLY, UAN & other ferts, gold stocks, oil & natty stocks… But when the market crashed in early last April due to tariffs, I jumped in. Up huge. Since you mention Oct, I’m up 37.8% since October 1st.
I love UAN as a hold. Started buying in mid 2023 and DCA’d down into the 60s and back up. Dividends have been great on it, felt like cheating to get them + the 100% appreciation.
Been long $UAN for a few years now. Check out some of Publius's articles/deep dives on SeekingAlpha in regards to $UAN.
I saw the same post i think and picked up 60 shares of UAN which is up 7+% today.
I rode the ammonia dudes, CF and UAN .. cheers to tendies bro
There was a fert shortage before the war started, now there really is. Check out UAN.
For those not aware: UAN should ideally not be held in an IRA. Due to its LP structure, you can be hit with a nasty surprise tax bill that your broker will levy against your account.
UAN last night after hours. Up 10% by the time I woke up. https://preview.redd.it/bou7honuzfog1.jpeg?width=14603&format=pjpg&auto=webp&s=31606bd60c4238737adbbdd38d3ce3dee0381bdd
#TLDR --- Ticker: UAN Direction: Up Prognosis: Buy Shares / Calls Source of DD: An Instagram Reel and some "googly" Catalyst: Middle East war choking off the global plant-steroid supply chain
What are you talking about? I JUST got in at the top 🤡... UAN
40% of fertilizer goes through Iran. Prices up 77% If your not long UAN your dumb
NTR/UAN but they’ve already had a hella run up recently
Same as last weekend, fertilizer stock: UAN. Up almost 22% last week. There was a shortage of fertilizer going into the war, now there really will be (plants being blown up/shut in, and you need natty…nitrogen…to make fertilizer, and that’s being “re-routed” for other uses). GL.
Then you should buy some shit! $UAN
I bought calls on CF and NTR. CF makes ammonia fertilizer and that's the most impacted type. The price action reflects this. I bought NTR because there is no price action yet. I went with very small amounts of calls because either I'm right, the straight stats closed and they moon; or I'm wrong and don't lose much. CF and UAN are the two biggest direct beneficiaries. MOS less, but would be fine if all prices go up. IPI is a nice small cap.
I do calls on VFF. And UAN
https://preview.redd.it/dsy5wxmgbt9g1.jpeg?width=1179&format=pjpg&auto=webp&s=f4dde4539a73d1055982c1d44e87842d487aa5c3 All VFF and UAN.
I follow ammonia loosely, mainly since its a customer on the industrial gas space. I do recognize UAN, CVR Partners, so they produce fertilizer (ammonia and ammonia nitrates). Historically they have been good at capital allocation but I thought from the last call they were issuing some soft guidance. I might be wrong so would have to check again. Last year they had a lot of inventory to work through (as they played catchup in 2021-2022). It is a LP so the payout is MASSIVE lol.
Interesting. Do you follow the space at all? There's one company that I've been looking into, but don't really know a ton about the space. Just UAN has been on a solid run. Pays a really nice dividend too.
Found it, it's UAN. Kind of merky looking at the fundamentals, I don't think it really has any analyst coverage: [https://finviz.com/quote.ashx?t=UAN](https://finviz.com/quote.ashx?t=UAN)
Side node, was looking at this company today, UAN lol They do nitrogen production. Not a microcap, but kind of the same world as potash.
UAN and get 25% ish in yearly distributions for the next 2 years. (do have to contend with a K1.)
UAN...12% dividend while you wait
The SP is so concentrated that the top 10 are \~40% of the index. About 25% of the index is pure garbage with stagnant to no growth, about 10% is in a dying/shrinking industry. About 1/3 of the businesses in the SP outperformed the index individually in the past 30 months. This might seem high to the inexperienced but this is actually the lowest since 1990. In 2000 the top 10 of the SP comprised only \~25% of the total. Only 1 business of that top 10 remains in the top 10 today: Microsoft. 2 out of 10 of that top 10 is no longer in business today, and 3 out of that top 10 has posted negative returns for the past 24 years! If you really took the time to understand investing in businesses for the long term it would only take half a brain to outperform the S&P500. I personally outperformed the SP by almost 20x in the past 12-13 years by holding only 7 stocks (excluding a few delistings I held like Providence & Worcester railroad and Hunter Douglas. And timing a few dips and adding to those positions). The businesses I hold were simple to find by basic value investing metrics at the points of entry: **ASML + BESI + 6146 (Disco Corp.)** \[Semiconductor: future growth and moated businesses with unique capabilities\], BESI entry was an absolute steal, anyone could grab that one at 9x earnings with a >90% payout ratio offering \~10% dividend at the time while most thought it was a cyclical business... ASML and Disco are modern day monopolies and the where on major sale several times (compared to industry peers) in the past 10 years. **HIG + PGR + KNSL** \[Insurance: All bought because of leadership. KNSL founder is one of the brightest in the industry simple IPO purchase. PGR I bought when Tricia Griffith took over from Glenn Renwick which was only the 3rd leadership change in 51 years and the first real major female insurance CEO, she published the 'Three Horizons' strategy in 2017 and I doubled my position. HIG is a big heritage insurance brand with a diversified portfolio, in 2020 it dipped with the market, yet while the market recovered HIG remained at a 7-8x earnings valuation with no real burden on the business, snapped it up and doubled my investment when Chubb offered 65-70, today around 120-130. **UAN** little unknown fertilizer business out in Kansas. The only plant utilizing an old Texaco patent from '98 that uses pet coke as its base input. Carl Icahn is a major holder, they took huge debt to acquire Rentech for \~$500m and when fertilizer prices crashed the total business was trading for just $100m. By 2024 I made back my investment by 5.5x in pure cash dividend because of its MLP structure, at current price it is still 9x on value. I think that buying ETFs is one of the biggest thefts of your own future personal wealth one can submit to. Just use half of your brain and learn to analyse and seize opportunities once they come. And remember: "Opportunities multiply once they are seized" Sun Tzu ;D
Is pretty easy. Just set strike price above current price. I do at least $5 I use UAN stock for example. I sell 8 calls a Mth pays Me between $900-1200 And if stock goes up. They can buy it. But I made $5 profit there.
Funny and somewhat true LOL bruuuhh - but don’t be mad when all the nitrogen plants get shut down in Iran and urea is in short supply globally - I love my bags and time will tell - it takes tons of energy (mostly natty gas) to produce urea and UAN - nitrogen / ammonia - best of luck fren https://eagmark.net/israel-iran-conflict-sparks-fertilizer-market-frenzy/#:~:text=Iran%2C%20alongside%20Qatar%20and%20Saudi,world's%20third%2Dlargest%20urea%20supplier.
Nitrogen stocks like CF and UAN 🚀 - the world needs nitrogen to eat 🌽
Better of buying UAN in low 70,s
I'm in UAN now.99.999% holders. Waiting on dividend increase and buyout.
Today I sold everything and put it into safety. UAN sells ammonia fertilizer in Texas and pays 9% div now. Carl Ichan is majority holder and wants to sell it. Collect div until sold hopefully this year.
Icahn has purchased in the range of at least 100,000 shares in the last two weeks - why would he buy unless he saw considerable upside and most likely in the short term? Also, based on the structure, virtually impossible for Icahn to gain control of UAN through purchases - some have put that out there but they are wrong…… Many relevant articles and comments on Seeking Alpha…….
Is say quotes or not there is no such thing as a safe stock. UAN pays a decent dividend, VTS pays a decent dividend. PSTL pays a decent dividend. AT&T pays an ok dividend. I own all of them yet none of them are large positions
A number of traditional unrelated plays suddenly have an AI correlation, like utilities and energy (supplying power to datacenters), commodities (uranium for energy, copper for datacenters), and even Berkshire (Apple stake). I’d suggest farther afield, less market correlated plays like;m LQDA (drug for pulmonary arterial hypertension), UAN (fertilizer plant selling at a discount), and BOOM (small cap with three divisions that just received a buyout offer). I’m also liking UnitedHealth but it’s correlated to the market I’m guessing.
WEAT, UNG, SLV, UAN, VALE, REMX, IP, and there are several gold and silver stocks I could mention as well. As a guide I'd say that having a 10- 15 % weighting towards this sector is enough. I'm not saying sell everything else and buy commodities only just to clarify.
UAN sale arbitrage, Psychedelics MNMD & CYBN Phase 3, APLD springs back, IEP positive earnings
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