Spellbound,
I wouldn't be concerned at Rentech's apparent struggle at this point in time. In my opinion, we are approaching the zone of Peak Oil and liquification of coal will, no doubt, become a major alternative fuel source. Rentech's recent alliance with BTU should be considered a major event in the progress of this company.
I exited Rentech too early, but the proceeds of this sale went into West Hawk Development (WHD.V), which also has gasification plans. I also own BTU.
Again, remember the PEAK OIL zone; it is not if, but when, and future gas shortages will indicate, imo, that Peak Oil is a fact. Some might disagree with this statement, but I'm gearing my portfolio to this epochal energy change.
Good luck,
sumisu