Jul. 28 at 1:23 PM
LSB Industries
$LXU saw its model score climb from 58 to 64 while YTD retraced from 41.7% to 32.6%, rising conviction meeting a cooling tape. Brent near
$87 keeps the nitrogen fertilizer input-cost transmission intact, and the rating sits at BUY as the priced-in read eased after the drawdown. The invalidation is straightforward: a Hormuz resolution that breaks crude lower pulls the thesis out from under the score move before any entry plays out.
