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RNF

Rentech Nitrogen Partners, L.P.

5/21/2013, 8:26 PM ET

Quote & Headlines Market Currents StockTalk

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| Earnings
| Dividends
| M&A
| On the move

Thursday, May 9, 7:50 AM Rentech Nitrogen (RNF): Q1 EPS of $0.38 misses by $0.14. Revenue of $59.6M misses by $22.61M. (PR) Comment! [Earnings, Breaking News]
Friday, April 19, 3:14 PM Rentech Nitrogen Partners (RNF +12.3%) powers ahead for a second day after it said its $320M debt offering fully finances estimated costs of its announced expansion and maintenance projects. David White sees the news, combined with the explosion of the Texas nitrogenous fertilizer producing plant, as positive for RNF, also a nitrogenous fertilizer producer. 6 Comments [Commodities, On the Move]
Thursday, April 18, 2:47 PM Rentech Nitrogen Partners (RNF +2.8%) says its recent $320M financing will fully fund the estimated costs of its expansion and major maintenance projects, and is expected to increase cash available for distribution to unitholders by ~$1.75/unit during the 2014-17 period. Expects no net impact on guidance for 2013 cash distributions. Comment! [Commodities, On the Move]
Tuesday, March 19, 8:03 AM More on Rentech Nitrogen's (RNF) Q4 results: Some plant outages and lower prices on some of its fertilizers crimped margins, but its natural gas price (a key feedstock ingredient) was sharply lower. Expects 2013 to benefit from strong nitrogen market dynamics. Guides for 2013 cash distribution of $2.60/unit, including impact from scheduled outages during the year. Comment! [Earnings, Commodities]
Tuesday, March 19, 7:03 AM Rentech Nitrogen Partners (RNF): Q4 EPS of $0.44 misses by $0.17. Revenue of $92.4M beats by $28.2M. (PR) Comment! [Earnings, Breaking News]
Tuesday, March 19, 12:05 AM Notable earnings before Tuesday’s open: DSW, FDS, RNF, SVNT, WAC Comment! [Earnings]
Monday, March 18, 5:30 PM Notable earnings before Tuesday’s open: DSW, FDS, RNF, SVNT, WAC Comment! [Earnings]
Friday, February 22, 8:19 AM Dahlman Rose grows more cautious on the fertilizer sector, seeing substantial pressure on nutrients pricing in H1 with nitrogen having the greatest long-term margin risk given capacity additions. The firm cuts Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Sell from Buy, Potash (POT) to Sell from Hold, and Mosaic (MOS) to Hold from Buy. 18 Comments [Commodities, Quick Ideas]
Friday, January 25, 9:51 AM Dahlman Rose upgrades Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Buy from Hold ahead of what it sees as a period of increasingly bullish news flow for the fertilizer sector heading into spring 2013. The firm sees the three having more upside potential than other producers given its expectation for improving nitrogen pricing vs. potash or phosphate. Comment! [Commodities, Quick Ideas]
Thursday, November 8, 2012, 9:40 AM Rentech Nitrogen Partners, L.P. (RNF) declares $0.85/share quarterly dividend, in line with previous. For shareholders of record Nov. 7. Payable Nov. 14. Ex-div Nov. 5. (PR) Comment! [Dividends]
Thursday, November 8, 2012, 7:09 AM Rentech Nitrogen (RNF): Q3 EPS of $0.75 beats by $0.14. Revenue of $60.1M (+58% Y/Y) beats by $13M. (PR) 1 Comment [Earnings]
Thursday, August 2, 2012, 11:10 AM Dahlman Rose turns cautious on fertilizer shares, believing upside from the 2013-14 crop has largely played out and drought conditions introduce a multitude of downside risks which outweigh the rewards, especially if ethanol comes into the mix. The firm downgrades POT -2.4%, AGU -0.2% and RNF -1.6% to Hold but keeps MOS -1.2% and CF -0.2% at Buy. 3 Comments [Commodities, Quick Ideas, On the Move]
Monday, July 16, 2012, 12:35 PM Rising corn prices (CORN +3.3%) continue to prove good news for shares of fertilizer products maker Rentech Nitrogen Partners (RNF +5.4%), up ~30% in the past month. Nitrogen fertilizer demand is driven by corn acreage and production yields, which are in turn driven by corn prices and gross farm revenue per acre. 1 Comment [Commodities, On the Move]
Monday, June 25, 2012, 8:58 AM Dahlman Rose raises its outlook on fertilizer shares, believing they largely reflect the valuation eroding impact of a large crop; given that backdrop, the firm sees only two possible outcomes, both of which point to higher share prices. It upgrades CF and POT to Buy from Sell, AGU, RNF and MOS to Buy from Hold, and IPI and UAN to Hold from Sell. 2 Comments [Commodities, Quick Ideas]
Friday, June 15, 2012, 8:39 AM Dahlman Rose cuts its price target (to $38 from $41) and earnings estimates while maintaining a Sell rating for Potash (POT), citing the likelihood of sluggish potash export markets for the rest of the year and high inventories contributing to weaker pricing. The firm is bearish on the sector, also with Sell ratings for CF, UAN and IPI; AGU, MOS and RNF are Holds. Comment! [Commodities, Quick Ideas]
Wednesday, May 9, 2012, 8:58 AM CF Industries (CF) -4.1% premarket after Dahlman Rose downgrades shares to Sell from Hold, citing the potential for significantly reduced fertilizer prices from an increasingly likely large corn crop. The firm also cuts CVR Partners (UAN -1.7%) to Sell from Hold and Rentech Nitrogen (RNF -2.1%) to Hold from Buy. 5 Comments [Commodities, Quick Ideas, On the Move]