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Tuesday, April 10, 2018
CVR Partners - Nitrogen Fertilizers
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OVERVIEW CVR Partners is a variable distribution master limited partnership that makes and sells nitrogen fertilizers in the United State...
138 comments:
Tuesday, January 3, 2017
2016
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2016 looked like this: My trailing four year pre-tax return is 32.6% which I suppose means that the market owes me two or so ...
134 comments:
Wednesday, May 18, 2016
LSB Industries - Agricultural & Industrial Chemicals
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This is a special situation / turnaround story that appears to have resolved itself . Management's guidance for 2017 is as follows:...
154 comments:
Sunday, February 14, 2016
Rentech Nitrogen Partners LP - Fertilizers
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There is a wealth of information in the Rentech Nitrogen Partners' and CVR Partners' investor presentations and Form S-4 filings t...
185 comments:
Wednesday, January 13, 2016
2015
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Bent out of shape 2015 turned out thusly [the weighted average portfolio allocations for the year are in blue]: This was a year in ...
141 comments:
Wednesday, December 2, 2015
Northgate Plc - Vehicle Rentals
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I have both owned and written about this company in the past. It was then a good company with a bad balance sheet; it is now a good company...
44 comments:
Brammer Plc -- Distributor of MRO components
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This company is the leading provider of MRO components to industrial companies in Europe. The business model is, I think, well known: it pr...
25 comments:
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