CVR Partners, LP
Long
Mis à jour

UAN x2 next year

281
Expect it to return to pre-covid levels.
Maybe with 10-20% discount.
Overall their business seems safe.
Take profit - 25. Or maybe even to keep it long-term, depending on how they will pay dividends.
Trade fermée manuellement
Closed at 16.25
Will see how it behaves next couple weeks
Idea is to re-enter at a lower level
Note
Lost the opportunity to buy it at 15.
Anyway, believe it still has 50 to 100% potential.
Note
The idea worked perfectly, including the timing.
I am sure it has more potential, but I guess i will wait a bit before buying.

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