Text of email sent to investor relations at Rentech:
Was disappointed in the earnings report after seeing the -.02 estimate from analyst for the better part of the quarter. I can understand that the weather in the midwest contributed to the almost 4X increase in the losses. However, looking at the previous quarters from 2007 forward, it seems that each quarter there has been verbal gymnastics for each quarter's loss relative to the previous.
The Natchez, MS plant seemed like an excellent idea if the legislature did in fact set aside $15M dollars as my research on the web suggested? Is this true considering that no mention was made of it in the report. The new plant in CA seems like a good idea as well but if it is that great an idea why haven't Rentech been more aggressive in pursuing development beyond planning. The fertilizer plant is also another good idea but if it is that good why not more fertilizer plants elsewhere in the country such as in Texas and Gulf coast where natural gas is flared to the skies by the X factor. In short, good ideas are bad ideas if they are not seen to fruition.
I know my 50K shares are not as much as what most of the company officers hold but please keep in mind that I paid market prices for mine; not one share was "given" in compensation for a string of losses as far as the eye can see nor where any given as options highly subsidized prices (subsidized by those that pay market prices).
I think that we deserve more than just the run of the mill self-serving PRs. Honesty would be a good start in each and every PR. If management is not up to the task they should move on.
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