Added to YB: 2025-09-19
Pitch date: 2025-08-03
TROX [bullish]
Tronox Holdings plc
+39.59%
current return
Author Info
No bio for this author
Company Info
Tronox Holdings plc operates as a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$534.3M
Pitch Price
$3.35
Price Target
14.00 (+200%)
Dividend
5.93%
EV/EBITDA
9.27
P/E
-1.64
EV/Sales
1.33
Sector
Chemicals
Category
turnaround
Tronox Holdings plc - $TROX
TROX: Cyclical turnaround at 0.33x P/B, 2.5x fwd P/E. Mgmt targets 630-740M EBITDA by 2026 via $125-175M cost cuts, mine upgrades, plant idling. Western trade protection vs China removes 600k tons competition. Pent-up TiO2 demand, monazite REO sales upside. Risk: 4.8x leverage, 2029 maturities
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