Seeking Alpha
  • John R. Conway
    Fertilizer stocks (AGU) (POT) (CF) still poised for solid gains in 2013.still a good time to get in before summertime
    1/11/13
    Reply (12)
    • Bret Kenwell: $POT used to be my favorite stock for trading. Have left it alone since its been in the that low $40 slump.
      1/11/13
    • Energysystems: Don't forget about $UAN and $RNF.
      1/11/13
    • John R. Conway: I still like CF out of the bunch, I've been waiting for it to pullback to 200.
      1/11/13
    • smokeyRose: Going to buy $RNF Today! Just Can't Resist.
      1/11/13
    • smokeyRose: Or $GRX or Both
      1/11/13
    • John R. Conway: also, take a look at the weather, looks like another mild winter which will not be a good setup- low nat gas price + strong demand good 2013
      1/11/13
    • smokeyRose: Nat gas is selling so low. are we not trying to Export it though where it sells for much Higher/
      1/11/13
    • Energysystems: There are a lot of companies attempting to export it, it'll take some time. First up is Cheniere, who's revamping an import terminal to...
      1/11/13
    • Energysystems: export. All the big players are interested, $TRP is planning a 5 billion dollar pipeline to export up in BC. Everybody will do it as long-
      1/11/13
    • Energysystems: as the price difference is worth exploiting.
      1/11/13
    • Energysystems: But that's one reason I'm very bullish on $UAN, they use Pet coke, and have an agreement with gp $CVI that'll supply them until atleast 2027
      1/11/13
    • smokeyRose: Aren't there goverment regulations though?? Is tranporting it as Dangerous as LNG?? wouldn't want to be living by any of those Plants!
      1/11/13