Professional
Added to YB: 2025-07-14
Pitch date: 2025-07-10
LXU [bullish]
LSB Industries, Inc.
+6.47%
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
$8.34
Price Target
20.23 (+127%)
Dividend
N/A
EV/EBITDA
7.54
P/E
-1.0K
EV/Sales
1.78
Sector
Chemicals
Category
value
Show full summary:
Sharmos Capital Partners: LSB Industries, Inc.
LXU: Fifth largest N.American ammonia producer trading at 40¢/$ 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.