Rentech Nitrogen Partners (NYSE:RNF)

GGGilmore (69.86) Submitted: 2/14/2013 4:51:57 PM : Start Price: $43.50 RNF Score: -31.12

I bought this stock at $24 last July and have almost doubled my mine. I should have recommened it then. They built fertilizer plants in the midwest where the corn & soybeans grow. They use cheap natural gas to make the fertilizer. After last year's drought, corn supplies are low. Just look at the ethanol plants shutting down because they either can't get corn or can't make any money for what they have to pay. I expect a lot of corn to be planted in 2013 and a lot of fertilizer will be needed. They are in the perfact place with cheap raw material to make a lot of money. They just completed a new plant, which is why I believe the last quarter took a hit. I look forward to better results this quarter as spring planting season gets underway.

AndyAA22 (26.93) Submitted: 2/2/2013 2:52:15 PM : Start Price: $36.91 RNF Score: -28.14

Two reasons 1) Nitrogen player that continues to move upward 2) Dividend that pays +6%. Best of both worlds

CarlosDK (62.75) Submitted: 1/16/2013 4:37:36 AM : Start Price: $45.19 RNF Score: +38.19

stockcon

michaeltbryant (< 20) Submitted: 12/27/2012 11:04:43 PM : Start Price: $36.38 RNF Score: -25.06

dividend

GirlsUnder30 (62.80) Submitted: 12/8/2012 7:25:52 PM : Start Price: $37.95 RNF Score: -27.42

Food production becomes more important as the population grows and land resources become more scarce.

johnmastro100 (< 20) Submitted: 9/4/2012 10:40:06 AM : Start Price: $32.35 RNF Score: -13.78

Great fundamentals and industry is a growth industry with this company the leader

TMFBlacknGold (99.37) Submitted: 8/31/2012 2:02:26 PM : Start Price: $35.31 RNF Score: +16.79

This red thumb could get out of hand quickly given the nearly 13% dividend that will get factored into my starting price. But I think the market cap at Rentech is what has really gotten out of hand. While I have no idea about their capacity or plans for future upgrades I do know that my current investment in CVR Partners is on track to increase capacity by 50% in 2013.

Simply comparing the two: RNF has a market cap of $1.4 billion and $119 million in shareholders' equity. UAN has a market cap of $1.88 billion and $477 billion in shareholders' equity. I believe CVR Partners is better equipped to grow that number, increase share price from the current level, and sustain its dividend. I cannot say the same about Rentech.

Based on other nitrogen industry's metrics I would give RNF a fair value of around $18-$20 per share. This could happen in a number of ways - the easiest being an announcement that slashes the dividend. I'll take my chances.

naylorj (31.85) Submitted: 8/7/2012 2:55:31 PM : Start Price: $30.61 RNF Score: -7.66

EPS Ranking 83

modestus1 (< 20) Submitted: 7/22/2012 11:23:13 PM : Start Price: $26.85 RNF Score: +2.34

drought - need more fertilizer

SnowBawl (< 20) Submitted: 7/3/2012 10:35:46 AM : Start Price: $25.30 RNF Score: +12.42

Midwest fertilizer.

AdamGalas (40.43) Submitted: 6/2/2012 7:21:21 PM : Start Price: $19.63 RNF Score: +42.64

Great Income Play with a decent amount of growth thrown in for good measure.

ThunderingPicks (85.59) Submitted: 5/30/2012 8:38:35 PM : Start Price: $22.09 RNF Score: +26.79

Increased demand for better and more food, attractive dividend structure

awallejr (80.10) Submitted: 5/11/2012 9:27:15 PM : Start Price: $21.81 RNF Score: +31.14

With an anticipation of $2.86 distribution for 2012, at current price that makes for a nice yield.