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am I too late to join the LSB industries (LXU) party?
Extremely undervalued. It’s what Warren Buffett would call intrinsically undervalued. The chart says it all. If I had liquidity, I’d buy hand over fist. $CLOV
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CF, NTR. UAN and LXU could be big beta players as well.
Guess im buying calls on LXU this week...
I was eyeing LXU but the volume was just not there. I held off.
Why is CF down 5%, while LXU is holding relatively strong? Should've bought puts on CF
I trade LXU, a chemical-agri company. Word is with the wars fertilizer is going up. Solid business and closed at $14.90 today. Also trade UAMY, the only antimony mining company in America. China is the dominant producer today, but Trump wants America to lead in producing since it is a critical metal Bad news is I bought it at $9.80 this morning and closed at $9.20. Both are solid companies.
I kinda changed my strategy the first of the year. The market environment changed. Went to the big caps. That was a mistake. They havent moved too much. I started looking at small to mid size companies with good fundamentals and actual sales. Presently that is where I'm at, in those smaller stocks. UAMY is the only American company mining antimony, a critical metal that China dominates. Trump is wanting American companies to lead. Just this morning I purchased UAMY at $9.80 and if I had only waited till the close I could have bought at $9.20. Another stock I buy and sell is LXU. With the war they are saying fertilizer is going to up and this is a solid American company, based in OKC. I own these two, and relatively cheap, but solid. You might do some due diligence on the two and let me know what you think.
I wasn’t quite as bold as OP but still made 200% on LXU calls yesterday.
Yea it's why all the fertilizer stocks are up at or above their 52 week highs...if you want to gamble on them I would look at cheaper one so you don't lose your shirt or buy call that expires next 30 days and also buy a long put that expires later this year. Use the 5 yr chart as a basis because the last time most had their ATH was in 2022 following the ukraine war starting. Will give you an idea of how high some could potentially hit before they drop back down. NTR, LXU and MOS are some other ones.
Was looking at NTR, LXU, and WEAT calls but probably waited too late
Ours seem like similar port lol. I am mostly invested in Gold miners (GDXU, B, TRX,THM) Some nitric acid (ASM, LXU), have OXY calls, GUSH for Iran play and Some investments in India.
LXU and SCCO, gonna get that copper money
LXU would depend more on fertilizer than silver and gold
Big trap for silver. Althought supply is constrained, demand isn't increasing nor is refinement. This is the stock drying up. Maybe there will be hype on the stock LXU but ultimately dont have high expectations on the revenu of the company. For gold idk.
IPI is the big small cap name. LXU has a fertilizer wing, but it's on the ammonia side of things. MOS is the big us name. There's also one name, FRPH that has mineral rights to some potash mines, bit also has a real estate business. Lots of insider buying recently too, including the CFO which is promising.
Recently bought ADYEY and MELI, but both ran after earnings. CAAP still cheap. IBKR is still pretty cheap for a great company. A few financial services forms sold off recently on some pending rule changes, LPLA and AMP are two I can think of. Lastly, some odd value plays like HCC, HLDR, NFE are potentially cheap longer term. LXU and TDW too, depending on your forecast. These are some literally off the top of my head worth looking into.
Interesting take on LXU, found [here](https://x.com/StockCompil/status/1812848341186969679?t=zKlKSAkPyvVsqofq9v3Vag&s=19). This is one of those names that looks expensive, but the more I look into the company it looks extremely cheap. It also benefits greatly from cheap US natural gas prices, which seems like they are here for awhile, at least compared to ex-US prices.
>I always felt the inflation = good for low moat old economy stocks to be a very dubious proposition. It depends on why there is inflation. If the inflation is caused by shortages of the products those companies produce and the resulting price increases, it's really good for those old companies. >Even without multiple expansion, the best firms will continue to deliver double digit growth and therefore price appreciation. This is true, however you're also betting on no multiple contraction. If MSFT trades at 30x earnings in 5 years it will have to grow 30% just to counteract the multiple contraction. So that 10% annual growth only delivers about 20-30% stock returns over 5 years. If you think multiples stay this high or increase, than the biggest names certainly benefit. I think it's risky to assume big tech multiples can continue to expand in a non-ZIRP environment. Not impossible, but risky. However, LXU (one of the names Robotti mentions, I have no position on it) is trading at 4x future earnings. If it goes to 5x future earnings you get a 25% gain just on multiple expansion. And look what happened to the stock during the supply chain hiccups in 2022. And old economy stocks can do great. Look at homebuilders. They are completely transformed since 2008, basically following the NVR model of being asset light. They are cheap as heck, low debt, and buying up stock. And we still are short on housing.....
I like this kind of forward thinking investing. I own a small position about 200 shares and was thinking of buying some more in LSB industries ticker is LXU. They’re much smaller than FMC and BAYER but thought I’d share.
If anyone is interested in small cap names, my biggest position is LXU- a US based ammonium producer. The United States is positioned well for ammonium production- the spread in cheap US to high EU natty prices provides a good opportunity here. Here is an analysis by a Wall Street legend if anyone is interested: https://youtu.be/UNjdsoJWsAM?si=hzCmJKPfTPzlELw2
LXU I own 25,000 shares of. Not liquid enough to play options on. North America is positioned brilliantly for fertilizer and ammonium production. Otherwise IWM July calls is my options play. Good luck sir
Haha! Not a penny stock but I own a lot of LXU.
LXU reporting today in the middle of another round of US fertilizer stocks posting record numbers.
$CF and $UAN continuing the trend of US fertilizer companies printing money and nobody seems to be paying attention because their heads are so far up the ass of tech they’ve lost focus on profit margins. $LXU tomorrow and then $MOS Wednesday
LXU is projected to make 500 million in 2023, that’s half their market cap. I guess maybe that’s over your head.
LXU is the most oversold company in the market. There will be another run on fertilizers this year when people put 2 and 2 together on Putins comments about winning the war in Ukraine and what that will mean for Ammonia Nitrate again this year. Company should be in the 30’s to be comparable to industry peers and no one seems to understand what has happened with it this year.
Look up the company LSB industries (ticker LXU)
Need to be playing Fertilizer ahead of planting season. $LXU triples by May. MOS should nearly double. People are missing what’s happening in this market outside the US.
Just put in an order to sell all my LXU at 39 bucks. Let’s see how fast it hits.
Rivian bullish ? Fertilizer LXU .
Buy fertilizer LXU, UAN. Give it 90 days. Might be break even for you by January
LXU doesn't make potash potasium or anything like that
LXU is not only fertilizers. they are in more general nitrogen production.
Fertilizers gonna rip again, LXU
LXU up 6% yesterday, looking for more today
It’s nice to be up 6% on a day when the rest of the market gets donkey punched. I’ve been telling y’all LXU for months now, all the signs keep pointing to a meteoric rise after Q3 earnings next month.
Germany is now facing structurally higher costs of production that are permanent, absent a deal with Russia, which cannot be allowed. The fertilizer plants and aluminum smelters shutting down across that continent are not coming back, because they are not economic to run. Check out the price action on LXU after the energy crisis in Europe really started hitting the Bloomberg Terminals. The initial spike was in February when the war broke out, then all the traders got out after the initial run with no immediate confirmatory news of Eurodoom. Then, once Eurodoom hit, up and to the right. The base tier stuff like Aluminum is necessary to all the other value add manufacturing. If that has to be imported at higher prices than before, the system doesn't work. Germany owns a Ferrari but ran out of gas.
Thank you OP. For taking time to write and share this. Sending you love and peace ☮️ Just curious, does this have spill effect to other stocks? such as nat gas or fertiliser stocks? I’m currently watching LXU EPM and RES. I am a new learner to energy sector and trying to understand more
LXU showing its strength 💪being solely operated in the US where Nat Gas isn’t an issue. Other Fertilizer companies exposure in Europe is going to drag down their earnings.
As of Friday, 70% of European Ammonia Producers are offline due to the in ability to get Nat Gas to produce it. I’m buying more LXU tomorrow so that when it doubles in the next few weeks I can shake my dick at people.
You're asking a few months too late. European nitrogen fertilizer plants cannot run profitably with natural gas feedstocks at current prices. This idea has more or less already played out with $UAN, $LXU, $CF, etc. LNG regasification, liquefaction, transportation, and general infrustructure were all good ideas. Golar LNG and Tellurian are up 100%+ since Russia's invasion, Dorian LPG is up 50%+ including dividends. US natural gas is also just structurally more valuable. BSM LP, Range Resources, and Sandridge are big winners. Can these names continue to go higher? Probably. Is it as attractive a risk/reward as it was back in March? No. Financial markets are not perfectly efficient as French and Fama postulate, but they're *pretty damn quick*. You have to think about these situations and themes much more quickly.
Up 23% in LXU so far this week, hoping to get to 30% by closing bell. Keep feeding me bad crop yield numbers and it shouldn’t be any problem
Crop yields are still coming in bad, Bean report is especially bad today. LXU surging again currently up 20% on the week.
LXU. Crop yield deficiencies causing panic.
whoever said to buy LXU, fuck you and thank you.
Fertilizer will grow you back, LXU
The fertilizer market is losing its shit seeing these crop yields. Long LXU
Don’t have time to be here all day but if you want to make real money, buy fertilizer and hold over the next couple months. These crop yields are scary bad. I’m betting Corn will hit 10 pbu this winter. Search #Pftour22 on Twitter for more information. Everyone is down 30% or more. I’m long LXU.
The LXU run has started. Gonna be a big next couple weeks
I don’t know anything about Bayer specifically but ammonia nitrate requires Natural Gas to produce, and right now that’s an issue for Europe. US companies like LXU have all ramped up production because companies like SKW have had their production limited due to Nat gas shortages. Hopefully for your sake it gets worked out soon, but there doesn’t seem to be much progress on that front. I wouldn’t be surprised if all Euro companies have to shut down for significant periods of time this winter. If that happens, it’s just simple math on who will benefit most.
I’m extremely bullish on LXU, I’m long it and have been for over a year. I’m also bullish on any US fertilizer company for more reasons than I can list. This isn’t just a problem in the US, it’s world wide
Corn yields are starting to come in, over 30% down from the previous 3 year average. Fertilizer is going to spike hard soon. LXU. #PFTour22. Time to get rich again.
The reading comprehension skills of retail traders proving to be extremely weak again. $LXU repurchasing some of the stock from a private investor currently holding roughly 60% of the outstanding shares.
LXU has increased share buybacks from 50 million to 100 million. Currently very undervalued at 5 x earnings. Should easily double by year end.
LXU raising share buybacks from 50 million to 100 million. 9% jump yesterday, looking for similar movement today. currently trading around 5x earnings.
$LXU raising share buyback program from 50 million to 100 million. Currently trading between 4-5 times earnings. Should easily double by the end of the year
Monster earnings numbers there from $LXU. No way we don’t se a big rally coming for the next week plus. Doubling all time highs in earnings and they’re in an industry that production is being cut all around the world. Profits will rain for years. Long
LXU joining the Russell 300
$LXU need to get back into it, made my exit strategy goal and took my profits....now I want back in.
CORN, CANE, and SOYB. Also look into fertilizer companies like IPI, LXU, MOS, and NTR. Keep in mind, Intrepid is the only US miner of potash for supply chain disruption and fertilizer will be classified as a strategic resource within the next 5 yrs.
$LXU - LSB Industries, Inc.
I wish LXU was mentioned in 2020 priced at .98 now 21 bucks. What a return that would have been.
LXU is the fertiliser ticker Company is LSB Industries
in 2020 LXU was less than a $1.....
Makes no sense that $LXU is down 20% since earnings after two consecutive quarters that were the best earnings in the history of the company, and the CFO gives guidance they will exceed Q1 earnings in Q2 by an additional 50-70%. Meaning 3 consecutive quarters that in sequence are the greatest quarters in the history of the company, cash reserves increasing dramatically over each of the last 3 quarters already, and an incredibly bullish outlook over the next 18 months in the industry in general. Just a ridiculous move in the stock.
LOOK AT LXU (LSB INDUSTRIES)! I talked about it a month ago, up 100% since
All you people selling Netflix need to buy fertilizer $LXU. You can thank me later.
Buy LXU and hold for the next 20 days. You’re welcome
Also, Biden and his Ethanal adjustment yesterday is only going to push Corn higher. LXU and their corn fertilizer only stands to make higher profits over the next 24-36 months because of that move alone.
I know, I get what you’re saying. I’m strictly looking at numbers though and it makes since. Most companies in the space are trading around 6x earnings. LXU isn’t even at a full year’s earnings. During Q3 last year (historically their slowest quarter cause it’s harvest season) they eliminated a large debt. In that process, they converted preferred stock and gave it away to shareholders as common stock. Correct GAAP shows that as a loss for the quarter so they technically had a negative EPS. However if you go deeper into the operations, they actually made good money in their slowest time of the year. Trading Algorithms aren’t calculating that. I know it sounds crazy, but P/E ratio should put it between 50 and 60 IMO. I could be wrong cause I’m just a guy, not a FA or even an analyst, but I did pay attention in finance classes.
LXU went up more than 400% last year, and is up another 200%+ this year.. I’m not saying there’s no more room to grow in the future, but come on..
I'm up 50% YTD buying only fertilizer companies (MOS, CF, NTR, UAN, LXU).
Fertilizer is on the move this quarter: UAN, MOS, LXU, IPI, IPL, CF, NTR.... pick one and run with it as part of your portfolio. RIG is intriguing as a relatively cheap play on oil with lots of upside, but it might not kick in until after the quarter has ended. Add in some SOXL below $35, maybe some TQQQ, and something like UPST Do you get to include dividends and distributions in your "most money" calculations? If so then seriously consider a position in UAN.
Look at LXU - it’s another fertiliser co with the same 08 spike
Thank you again $LXU guy wherever you are. After hours looking good
More thanks to $LXU guy, wherever you are
On a serious note: LXU It’s a chemical producing company in the US that provides chemicals to farmers and miners. Fertiliser prices are skyrocketing and with food shortages it will only get worse. Mining is only going to be in more demand, with the lack of copper for EVs. The stock is up 80% in the last month and I reckon it can go higher still, not enough though to make up all your money though. And for obvious reasons, I’m not a financial adviser.
$UAN is my pick for the sector. Others you can look at are $CF, $LXU, $IPI, $NTR
Every time I look up, another country is ending exports of fertilizer and other agricultural products. It’s almost like we’re about to have a global food shortage. $LXU
Last 5 days: $LXU +21.02% Last 30 days: $LXU + 68.59% Last 90 Days: . $LXU +127.96% Last Year: $LXU + 495.88%. If you want to make money, start taking advantage of the commodities super cycle with surging fertilizer prices.
Sure am glad I didn’t listen: Last 5 days: $MOS +3.49% $LXU +21.02% Last 30 days: $MOS +32.11%. $LXU + 68.59% Last 90 Days: $MOS. + 68.54%. $LXU +127.96% Last Year: $MOS +85.11%. $LXU + 495.88%
Ammonia Fertilizer is the next Nickel. LXU
$LXU printing. Apparently people need soil
Yara shutting down, all fertilizer should surge again today. LXU
Check out LXU and ICL, and, as above, UAN.....
Omg looked at LXU, compared to MOS its a dumpster fire. Go with the one that actually makes money