CVI CVR Energy Inc

$CVI sooner or later this price will start to reflect on $IEP price. CVI is printing money. IEP owns most of CVI and shorts need a reality check $SPY $QQQ $IWM 🐺

$CVI $IEP Icahn Enterprises L.P. owns 71,201,875 shares of CVR Energy, Inc. representing approximately 70.8% of the company’s outstanding shares. https://www.sec.gov/Archives/edgar/data/921669/000101297526000206/xslF345X05/form4.xml

$CVI Brilliant earnings as expected... But let's break the news down. Dilution of approx. 20%. Crack prices are now in the perfect storm, but if prices will normalize ( what they usually do), then it starts to be a very expensive company. Opening of Hormuz will also put pressure on ammonia. I will wait out the volatility today and reshort it.

$CVI the reason the stock is taking hit is because they are issuing shares to pay for the acquisition. But it appears this is going to bring significant future revenues

$CVI $IEP ​$IEP owns 71,201,875 shares of CVR Energy, Inc., representing approximately 70.8% of its outstanding shares. At $58.47 per share, those shares are worth $4,163,173,631.25 (approximately $4.16 billion).

$CVI I hate to spoil the ending here, but this is going $60-$80 by eoy IMO. More than doubling eps.

$CVI CVR Energy Announces Pricing of Offering of Common Stock "announced the pricing of its previously announced underwritten public offering of 10,515,248 shares of its common stock (the "Offering") at a public offering price of $47.55 per share."

$CVI CVR Energy to buy two Marathon refineries and marketing arm for $4.2B. The deal significantly expands CVR's refining footprint into the upper Midwest while letting Marathon prune assets. Does this deal make sense to you?

$CVI Q3 '26 Earnings Results & Recap CVR Energy estimates 2026 capital expenditures of $220M to $240M, including $114M to $123M for Petroleum and $95M to $104M for Nitrogen Fertilizer.

$CVI I think this is going down bc of that article that said our revenue est is 2b for the quarter. We did 3b last q