Added to YB: 2026-03-09
Pitch date: 2026-03-06
LXU [bullish]
LSB Industries, Inc.
+14.37%
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
$13.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.08
P/E
39.68
EV/Sales
2.14
Sector
Chemicals
Category
special_situation
LSB Industries: The Fertilizer Supply Shock Trade
LXU: Nitrogen fertilizer producer w/ Henry Hub nat gas feedstock (~$4/MMBtu) while Hormuz closure strands 45% global urea supply & EU producers pay €60/MWh. US Midwest urea +13% to $600/ton in 48hrs, NOLA barges +$60-80/session. Q4 rev $165M, $0.22 EPS pre-crisis. Every $50/ton urea move = major EBITDA gain. Peak spring app season starts April (inelastic demand). Defense munitions segment adds kicker amid war demand.
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