LSB Industries: Still A Good Investment Against Inflation?

May 29, 2022 9:17 AM ETLSB Industries, Inc. (LXU)7 Comments
Mare Evidence Lab profile picture
Mare Evidence Lab
3.39K Followers

Summary

  • Volume decline offset by cost increases.
  • Macro headwinds and strategic positioning play to LSB's favour.
  • Volatile and at the mercy of commodities prices, we are neutral.
Concetto scientifico. Molecole di metano o ammonio. Illustrazione renderizzati in 3D.

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We continue our analysis of inflation-hedge companies with LSB Industries (NYSE:LXU), a chemical company that produces ammonia-based products. The U.S. company is one of the largest domestic producers of nitrogen fertilisers used in agriculture as well as nitric and sulfuric acid

This article was written by

Mare Evidence Lab profile picture
3.39K Followers
Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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