Added to YB: 2026-04-30
Pitch date: 2026-04-28
LXU [bullish]
LSB Industries, Inc.
+1.06%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
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
$1.0B
Pitch Price
$15.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.55
P/E
42.82
EV/Sales
2.27
Sector
Chemicals
Category
special_situation
Spring-Load Incoming? - LSB Industries, Inc.
LXU: CEO granted $10.3M RSUs (3x normal size) 5 days before Q1 earnings (Apr 29). Off-cycle & exclusion from retirement vesting suggests retention tactic ahead of strong print. Todd Boehly (14.5% owner) sits on comp committee. Asymmetric event-driven setup on suspicious spring-load timing.
Read full article (2 min)