Added to YB: 2024-03-11
Pitch date: 2024-03-10
LXU [bullish]
LSB Industries, Inc.
+101.07%
current return
Author Info
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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
$7.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.08
P/E
39.68
EV/Sales
2.14
Sector
Chemicals
Category
special_situation
Show full summary:
Bob Robotti's Thesis for LSB Industries $LXU
$LXU: Ammonia producer poised for energy transition upside. Cheap US nat gas ops, CO2 sequestration enables tax credits. Trading at $7.50 (mkt cap $500M), far below $28 peak & est'd replacement cost. Comps imply $1.8-$3.6B value. Growth co. at deep discount.
Read full article (5 min)