Cvr Partners LP UAN

Adding $IEP and $UAN

Presenting at the Precious Metals & Critical Minerals Virtual Investor Conference on October 13, 2026, Canadian Phosphate Ltd (ASX: CP8, OTCQB: CPHOF) Managing Director and CEO Daniel Gleeson walked investors through the international pressures he said are weighing on phosphate fertilizer supply and prices in Canada. He described the latest of them, the conflict in the Middle East, as a sulfur issue for the fertilizer industry. Canadian Phosphate Ltd is a B2i Digital Featured Company. See the company's in-depth profile at: https://b2idigital.com/canadian-phosphate-ltd-1 Gleeson set out the supply constraints and pressures he sees bearing on phosphate fertilizer in Canada: • Concentration of world supply, with 70 percent of the world's rock phosphate held in Morocco and 40 percent of global phosphate production in China, by his figures • The situation in Russia and Ukraine and the restrictions on phosphate exports from what he called a major phosphate processing country • U.S. tariffs, which he said create a level of anxiety in Canada given its dependence on the U.S. for supply • Phosphate reserves outside the U.S. and Morocco, which he placed largely in China, Egypt, Algeria, Syria and Russia, mostly without free trade agreements with Canada Explaining how a conflict outside the phosphate market reaches fertilizer prices, Gleeson stated: "Sulfur is the number one input that goes into manufacturing phosphate fertilizers for the conventional market. So the increase we've seen in prices there has obviously had a flow-on effect to phosphate fertilizer prices across the world, and that's well recognized today in Canada." Watch the full presentation: https://www.youtube.com/watch?v=dtpyqeLaG8A Canadian Phosphate Ltd (ASX: CP8, OTCQB: CPHOF) is developing an integrated North American phosphate business to support agricultural productivity, food security and battery supply chains. The Company's portfolio comprises the Wapiti and Fernie phosphate projects in British Columbia, Canada, and the Diamond Mountain phosphate project in Utah, USA. These assets underpin a staged mine-to-market strategy, progressing from direct rock phosphate supply to single superphosphate fertiliser production and, ultimately, purified phosphoric acid for fertiliser and lithium iron phosphate batteries. By developing domestic phosphate resources and processing capacity, CP8 aims to reduce reliance on imports and establish a reliable, long-term supply of this critical mineral. Discover more Featured Companies, Featured Experts, and upcoming Featured Conferences at b2idigital.com. B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at https://b2idigital.com/disclaimer. $IPI, $UAN, $LSB, $MOO.X

https://www.marketbeat.com/earnings/reports/2026-11-3-cvr-partners-lp-stock/ $UAN CVR Partners Earnings Transcript

$UAN Q3 '26 Earnings Results & Recap CVR Partners estimated 2026 capital expenditures at $95,000 - 104,000, including maintenance of $55M and growth of $40M (in thousands); estimates may change based on changes in project cost, scope, and timing.

Canadian Phosphate Ltd (ASX: CP8; OTCQB: CPHOF) reported a quarter of progress led by drilling at Wapiti and completion of the Diamond Mountain acquisition in its September 2026 Quarterly Activities Report. Canada currently relies entirely on imported phosphate fertilizer. Canadian Phosphate Limited is a B2i Digital Featured Company. See the company's in-depth profile at: https://b2idigital.com/canadian-phosphate-ltd-1 The quarter's highlights include: • 18 holes for 2,638m completed by early September, with the phosphate Main Zone visually intersected in every hole that reached the target horizon (assays pending) • Drilling has extended known phosphate mineralisation strike to approximately 9km along the east limb of the Red Deer Syncline, based on geological logging, portable XRF and downhole gamma readings (assays pending) • CP8 completed its acquisition of the Diamond Mountain Phosphate Project in Utah on 31 July 2026, with a work program underway to pursue conversion of the NI 43-101 foreign estimate to a JORC-compliant Mineral Resource • Accelerating sales of rock phosphate for Spring application with existing customers On 20 August 2026, CP8 shares commenced trading on the OTCQB Venture Market in the United States under the ticker CPHOF. Managing Director and CEO Daniel Gleeson stated: "Completing the Diamond Mountain acquisition gives us a second advanced phosphate asset in a tier-one US jurisdiction, while our OTCQB listing and inclusion in the Canada Investment Summit and Invest Alberta pitchbooks have also increased our visibility with North American investors and government as we work to establish a secure Canadian supply of phosphate fertilizer." Read the full release: https://wcsecure.weblink.com.au/pdf/CP8/03152665.pdf Canadian Phosphate Ltd (ASX: CP8, OTCQB: CPHOF) is developing an integrated North American phosphate business to support agricultural productivity, food security and battery supply chains. The Company’s portfolio comprises the Wapiti and Fernie phosphate projects in British Columbia, Canada, and the Diamond Mountain phosphate project in Utah, USA. These assets underpin a staged mine-to-market strategy, progressing from direct rock phosphate supply to single superphosphate fertiliser production and, ultimately, purified phosphoric acid for fertiliser and lithium iron phosphate batteries. By developing domestic phosphate resources and processing capacity, CP8 aims to reduce reliance on imports and establish a reliable, long-term supply of this critical mineral. Discover more Featured Companies, Featured Experts, and upcoming Featured Conferences at b2idigital.com. B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at https://b2idigital.com/disclaimer. $IPI, $UAN, $LSB, $MOO.X

$IEP So, be mindful of this setup. $IEP reports October 29. $CVI reports November 3. So does $UAN. If there are divvys from these holdings (likely), we won't hear about them on the call. $IEP controls these dates, as our board effectively controls theirs. I doubt these dates were picked by accident.

$IEP hmmm, tax loss selling, Ackman getting revenge? price actions ceratinly Seems odd when Unkie Carl's $CVI and $UAN are literally going gangbusters and could have min 255 max maybe 50% upside from here along with massive dividends.

$UAN halted? Zero movement?? No earnings date (usually same as CVI and IEP. A man CAN dream!