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Martin Marietta: The Lhoist Deal Leaves Little Room For Upside

Martin Marietta: The Lhoist Deal Leaves Little Room For Upside | EN590 Commodities Group
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Martin Marietta: The Lhoist Deal Leaves Little Room For Upside

2026-10-18T09:34:52-04:00
Source: seekingalpha.com
EN590 COMMODITIES GROUP

In this article, I'll be updating my case on Martin Marietta Materials (MLM).

I've been dubious about the massive upside for this company that some analysts have seen for a very long time.

I have Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.I wrote this article myself, and it expresses my own opinions.

EN590 COMMODITIES GROUP

I am not receiving compensation for it (other than from Seeking Alpha).

I have no business relationship with any company whose stock is mentioned in this article.While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice.

It may be structured as such, but it is not financial advice.

Investors are required and expected to do their own due diligence and research prior to any investment.

Short-term trading, options trading/investment and futures trading are potentially extremely risky investment styles.

They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles.

I own the Canadian tickers of all Canadian stocks I write about. Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company's domicile as well as your personal situation.

Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these.

Seeking Alpha's Disclosure:Past performance is no guarantee of future results.

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Indicative Market Prices October 18, 2026 16:42 UTC
ProductPriceChange
Brent Crude$102.14/bbl +0.34%
WTI Crude$96.90/bbl +0.21%
EN590 Diesel$846/MT +0.18%
Jet Fuel A-1$1090/MT +0.55%
Mazut M100$450/MT -0.15%
Bitumen 60/70$470/MT +0.08%
Sulphur Gran 99.5%$470/MT -0.44%
Urea 46% Gran$650/MT +1.12%
NPK 16-16-16$460/MT -0.28%
Nat Gas TTF$15.42/MMBtu +0.92%
* Indicative prices for reference only. Contact us for firm offers.
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