A Picture Is Worth A Thousand Words - Check Out This Chart
Hi Everyone,
At the moment, I have four investment ideas that I am long and that I really like. I have only shared one of these ideas on the free site - Advanced Emissions Solutions (ADES).
As it wouldn't be fair to my 260 members to give away my best ideas, I am going to make a small concession and share a super interest chart and briefly explain why this chart is compelling.
Enclosed below is a chart of CVR Partners, LP (UAN) and UAN, the commodity (urea and ammonium). Urea and ammonium are used in nitrogen fertilizer.
As you can clearly see, since 2011, UAN's stock price has largely moved in parallel with the price of UAN, albeit with some lags.
Last year, UAN produced 1.3 million tons of UAN and 332K tons of ammonia.
Lo and behold, during Q1 2021, the price of UAN has had a big leg up and Mr. Market, or at least the mainstream media hasn't worked this out.
Unlike popular and widely talked about commodities such as lithium, copper, gold, oil, or even steel, the media loves to alert everyone to the strong pricing back drop. However, the mainstream media doesn't understand and probably isn't aware of fertilizer prices.
If you are interested in learning more, feel free to take a free 2 week trial and read my report on UAN.
Cheers,
CCI
Analyst's Disclosure: I am/we are long UAN.
And ADES
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