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A Picture Is Worth A Thousand Words - Check Out This Chart

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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. 



Analyst's Disclosure: I am/we are long UAN.


Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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