Shaun Currie, CFA
Long/short equity, hedge fund analyst, momentum

LSB Industries: The Market Is Underappreciating Coming EPS Growth - 50% Upside

LSB Industries (NYSE:LXU) has recently gone through many hardships: two plants went offline due to an explosion and a pipe rupture, the capacity constraints caused by this have led to a reduction in revenue and EPS for 2013, and the fact that the company does not have an adequate capacity to produce enough ammonia for operations, so they must buy ammonia for 3x the cost of what the company can produce it for by themselves. All of these events have made a material impact on EPS. But, the good news for investors is that these company-specific problems are now behind them and the company has several tailwinds going forward that will boost EPS significantly including:

    The completion of...
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