Lsb Industries Inc LXU

$LXU why is this pumping and why didn’t I buy more

$LXU 10.83 adddedd

$LXU in!

$LXU damn what happened AH lol

$LNG trimmed more at 312. Not an ideal exit as far as what it traded at on Friday but this stock has a war premium in it. What could happen next if the war is restarted and escalated is a doomsday scenerio so I'm not inclined to invest in Doomsdays. My other trades are delayed outcomes due to the timing and feed through impacts in the economy. $NTR $LXU and $WEAT War ending is meaningful but you can't put the genie back in the bottle.

$LXU finally getting some movement here after a strong ER. Should keep pressing higher. They aren't even selling much to farmers currently. Which is why I'm long $WEAT now. If farmers aren / planting due to costs where are prices and supply headed.... This is global. Some of it is physical scarcity of urea and nitrogen depending where on the globe you are. Slow motion trainwreck.

$LXU LSB Industries is up 28.7% YTD and the model already reads this as fully priced in, with priced-in conviction moving from medium to high even as the score eased from 60 to 54. Brent at $111.87 keeps the energy-cost input story complicated for fertiliser and chemical producers, so the thesis direction is benefits but the margin picture has two sides. The setup for a new position here requires either a score that rebuilds conviction or a pullback that reopens the valuation gap.

$LXU As disclosed in note 1 of 10Q, a trial is in progress for LSB to recover actual and punitive damages: The Settlement Agreement did not release or otherwise discharge any claims, rights or remedies the Company has, may have had or may have in the future against Leidos Inc. (f/k/a Science Applications International Corporation) or Leidos Engineering, LLC (“Leidos Engineering”), including its claims for fraud and breach of contract. The Company plans to continue its vigorous prosecution of its filed claims against Leidos Inc. and Leidos Engineering and continues to seek actual and punitive damages in excess of $300 million. The trial for the Company’s claims against Leidos Inc. and Leidos Engineering began on October 26, 2026 and is expected to last approximately three to four weeks. We can provide no assurance as to the ultimate outcome of the pending litigation.