- LSB Industries (LXU +7.8%) is sharply higher following a weekend Barron's profile that sees activist investors' agitation for changes such as a spinoff or sale of the climate control unit and the creation of an MLP for the chemicals business sparking "huge upside" for the shares in the next year.
- The actions could energize the fertilizer maker, which trades for a deep discount to the value of LXU's parts, says Avondale Partners' Daniel Mannes, who thinks shares could be worth $62-$73; he says the timing for such action is uncertain, but sees 15% upside in the shares in the next year even without major changes.
- Business, meanwhile, is looking up: A ramp-up in production helped boost division sales by nearly 50% Y/Y in the March quarter, and the renovated Pryor facility reached targeted production in April.
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