Added to YB: 2026-02-09
Pitch date: 2026-02-06
TROX [bullish]
Tronox Holdings plc
+24.77%
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
$1.4B
Pitch Price
$7.41
Price Target
30.00 (+225%)
Dividend
2.24%
EV/EBITDA
14.11
P/E
-3.01
EV/Sales
1.62
Sector
Chemicals
Category
value
The North American Deep Value Week – 2026/05 | Tronox – Announces permanent closure of Fuzhou TiO₂ plant and releases preliminary 4Q25 results
TROX (update): Titanium dioxide producer (2nd largest globally) w/ vertical integration down to mines, giving 1st quartile cost advantage. Trading 0.42x P/S vs historical 0.8x+ sustained levels. Benefits from construction boom, rate cuts. Free REE exposure via monazite byproducts. $30 price target possible but high debt burden ($3.2B) creates risk.
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