UAN News and Press, CVR Partners LP representing Limited Partner Interests From 10/19/22

Summary Turnarounds and summer pricing will likely limit earnings dramatically. Distribution could disappoint uninformed investors. Turnarounds will set up vastly higher operating rates going forward. Pricing for fourth quarter and beyond are back near record levels. ...

SUGAR LAND, Texas, Oct. 18, 2022 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its third quarter 2022 earnings results on Monday, Oct. 31, after the close of trading on the New York ...

Summary CVR Partners has been incredibly volatile. Only investors with the strongest stomachs would have been able to hold on to UAN. Fertilizer stocks fall out of favor. Yet, there is some justification for this sell-off. On the other hand, UAN28 prices appear to have stabili...

Summary Carl Icahn’s 13F portfolio value decreased from $21.87B to $20.86B this quarter. They reduced Cheniere Energy while increasing Southwest Gas Holdings. Icahn Enterprises, CVR Energy, and Cheniere Energy are the three largest positions. This article is p...

Summary CVR Partners manufactures and distributes nitrogen fertilizer products in the U.S., a market that is benefiting from the ongoing energy crisis in Europe. Limited supply in the U.S. domestic market creates a favorable environment for growth in the volume and selling prices ...

SUGAR LAND, Texas, Sept. 28, 2022 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN) today announced that 2021 Schedule K-3s, reflecting items of international tax relevance, are now available online. Unitholders may access the information at www.taxpackagesupport.com/cvrpartners . ...

Summary Year-to-date through August 31, 2022, in cumulative dollars, my two portfolios are up 6.2% compared to major losses for the broader indices. In my larger, flagship account, my three-year compound annual return is 43%. This piece discusses market strategy and what has d...

Summary The geopolitical shock waves from the Russia-Ukraine war reshaped the future for CVR Partners. Apart from the short-term boost already experienced, in the medium to long term, their European fertilizer peers will suffer due to higher gas costs. It will take years at mi...

Summary I estimate that CVR Partners' Q3 cash distribution will annualize higher than a 20% yield. CVR Partners' business has a moat around its operations that will allow it to further increase its cash distribution over the coming year. For now, CVR Partners is still priced a...

4 Top Fertilizer Stocks To Check Out In The Stock Market Today It’s no surprise that the conflict in Ukraine has had a significant impact on fertilizer stocks in the stock market this year. Eastern Europe is an important wheat belt and a large exporter of fertilizer. As a...