Professional
Added to YB: 2024-07-12
Pitch date: 2024-07-09
LXU [bullish]
LSB Industries, Inc.
+100%
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
$7.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.08
P/E
39.68
EV/Sales
2.14
Sector
Chemicals
Category
turnaround
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.
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