$3.8m follower assets
$UAN - my favorite commodities idea
First time poster :) Please check out below, any comments or questions appreciated
Nice analysis! How did you get into commodities?
@eric I'm not a commodities expert but have covered the sector briefly at my old job. But I've followed this particular company for years
"While a buyout possibility is rarely good enough on its own as an investment thesis, it is a free kicker here and provides the investor a second way to win" - this was a really interested way to frame it. Almost like a bonus to your main idea. Thanks for sharing :)