Added to YB: 2026-02-10
Pitch date: 2026-02-07
CC [bullish]
The Chemours Company
+11.77%
current return
Author Info
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Company Info
The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.
Market Cap
$2.7B
Pitch Price
$18.26
Price Target
27.00 (+32%)
Dividend
1.91%
EV/EBITDA
8.26
P/E
-8.59
EV/Sales
1.12
Sector
Chemicals
Category
turnaround
Chemours - Jon's Favorite Capital Cycle Investment Idea
CC: Basic capital-cycle play at cyclical trough. TSS segment driving growth w/ HFO transition (35% margins vs legacy Freon), TT titanium dioxide poised for recovery, APM cyclical rebound. Est $1.5B adj EBITDA by 2028 vs current $750M. Price target $27 (125% upside). Risk: PFAS liabilities $814M+.
Read full article (10 min)