Professional
Added to YB: 2024-07-12
Pitch date: 2024-07-09
LXU [bullish]
LSB Industries, Inc.
+18.67%
current return
Author Info
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Company Info
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products in the United States.
Market Cap
$698.6M
Pitch Price
$7.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.54
P/E
-1.0K
EV/Sales
1.78
Sector
Chemicals
Category
turnaround
Show full summary:
Black Bear Value Partners Portfolio Holding: LSB Industries, Inc.
LXU: 5th largest US ammonia producer, 2.5x levered. $75-110M FCF/yr (13-19% yield) expected. Blue/low-carbon ammonia projects could add $50-100M FCF in 2-4 yrs. Mgmt allocating FCF to debt paydown & buybacks. Cheap at 9-13% EV/FCF. Low US gas costs vs foreign competitors. Potential 20-40% FCF yield with new projects.
Read full article (1 min)