Professional
Added to YB: 2025-07-14
Pitch date: 2025-07-10
LXU [bullish]
LSB Industries, Inc.
+79.86%
current return
Author Info
No bio for this author
Company Info
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company offers ammonia and urea ammonia nitrate for agricultural applications.
Market Cap
$969.2M
Pitch Price
$8.34
Price Target
20.23 (+35%)
Dividend
N/A
EV/EBITDA
8.08
P/E
39.68
EV/Sales
2.14
Sector
Chemicals
Category
value
Sharmos Capital Partners: LSB Industries, Inc.
LXU: Fifth largest N.American ammonia producer trading at 40¢/$ replacement value. $20.23 price target based on $2K/ton x 900K tons - debt. Improved operating rates, Lapis project adds $20M earnings from CO2 sequestration. Net leverage down from 11x to 2.6x. Potential $200M+ sustained FCF. New ammonia uses: hydrogen transport, industrial fuel.