$LXU

LSB Industries

$LXU

LSB Industries

Past 12mo:5mentions3voices

All voices5 mentions since Mar 2026calls only

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About this stock

$LXU received 5 mentions from 3 distinct FinTwit voices over a 12-month period, with the first mention appearing on March 12, 2026. @investmentguru_ was the most active voice discussing the stock with 3 mentions, followed by @bullofbritain and @marhelmdata with 1 mention each. The majority of discussion fell under the long research category.

The most recent mention occurred on June 28, 2026, when @marhelmdata posted about looking into oil & gas, offshore and fertilizer companies including $LXU alongside other tickers. Earlier discussion in March 2026 positioned $LXU as a nitrogen and ammonia producer with exposure to agricultural demand, mentioned within the context of fertilizer sector analysis tied to Middle East supply concerns and shipping disruptions.

AI-generated from tracked posts · updated Aug 31, 2026

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Recent mentions

5 mentions

@marhelmdataJun 28, 2026 · 2:18 PM

Caught up with Tidewater board member Bob Robotti and looked into oil & gas, offshore and fertilizers. Looked at companies $LXU, $TDW and $SUBC7.OL. New interview, live for subscribers. https://t.co/ycp08oA3EJ

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@bullofbritainMar 24, 2026 · 3:25 PM

$LXU back to ATH's up +8% $CF following with +6%

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@investmentguru_Mar 13, 2026 · 10:52 AM

$MOS $CF $NTR $IPI $LXU Fertilizer stocks are one group to watch as the Middle East conflict continues. The reason is simple: global fertilizer supply is heavily tied to the Middle East and the Strait of Hormuz. Nearly one-third of global fertilizer trade and large volumes of urea, ammonia, and sulfur move through this region, so any disruption immediately pushes prices higher. Recent reports show fertilizer prices already jumping 20–40% in some markets as shipping disruptions and energy costs rise. At the same time, fertilizer equities are reacting quickly: $CF – one of the biggest nitrogen producers and already among the top performers since the conflict began. $MOS – major phosphate producer benefiting from higher input prices. $NTR – global fertilizer giant gaining on supply-tightening expectations. $IPI – smaller potash producer that can move sharply during fertilizer rallies. $LXU – nitrogen and ammonia exposure tied to agricultural demand. If the conflict escalates or shipping disruptions continue: Fertilizer prices could stay elevated Farm input costs rise globally Fertilizer producers benefit from higher margins That’s why fertilizer stocks are becoming one of the most interesting commodity trades alongside energy right now.

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@investmentguru_Mar 13, 2026 · 12:08 AM

Fertilizer Stocks Strength Today $CF +13% $MOS +7% $NTR +6% $IPI +11% $LXU +15% Gave you in morning

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@investmentguru_Mar 12, 2026 · 10:50 AM

Fertilizer Stocks – A New Trade Emerging $CF $NTR $MOS As tensions around the Strait of Hormuz worsen, investors should start watching fertilizer stocks closely. Why this matters - The Middle East is a major exporter of fertilizer inputs like urea, ammonia, and sulfur, and disruptions in shipping through Hormuz can tighten global supply. Nearly one-third of global fertilizer trade moves through this route, so any escalation can quickly push prices higher. Fertilizer prices are already reacting — nitrogen prices have jumped ~30% since the conflict began, and fertilizer companies have started outperforming the market. Potential plays to watch $CF – nitrogen & ammonia producer, one of the biggest beneficiaries of rising fertilizer prices $NTR – world’s largest potash producer based in Canada $MOS – major potash & phosphate supplier $IPI – pure potash exposure $LXU – nitrogen fertilizer and ammonia products Market theme: If the Hormuz situation escalates, we could see a second commodity trade after oil — fertilizer. Energy → Fertilizer → Food inflation. Definitely a sector to keep on the radar.

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Frequently asked

Who mentions $LXU most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $LXU most — 3 mentions in the past 12 months.

When was $LXU first mentioned on Surfaced?

The earliest tracked mention of $LXU in the Surfaced archive was on Mar 12, 2026.

How many voices track $LXU?

3 FinTwit voices have mentioned $LXU 5 times in the past 12 months.

What kind of voices mention $LXU most?

$LXU is mentioned most by Long Research voices on Surfaced.