Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

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Equity Bottom-Up

<div><ul><li>LSB is turning what was an emissions liability into a cash flow generator. </li><li>A CCS project expected to complete by year-end will capture 400,000 to 500,000 tons of CO2 annually, injected into a sequestration well on the company’s own property.</li><li>The 45Q tax credit provides a return on the capital invested and the resulting low-carbon ammonia can be sold at a premium over conventional product.</li></ul></div>

LSB is turning what was an emissions liability into a cash flow generator. A CCS project expected to complete by year-end will capture 400,000 to 500,000 tons of CO2 annually, injected into a sequestration well on the company’s own property.The 45Q tax credit provides a return on the capital invested and the resulting low-carbon ammonia can be sold at a premium over conventional product.

LSB CEO Mark Behrman on Turning Ammonia's Carbon Liability into a Competitive Advantage

Lsb Industries

LSB CEO Mark Behrman on Turning Ammonia's Carbon Liability into a Competitive Advantage