Added to YB: 2026-04-02
Pitch date: 2026-03-31
CC [bullish]
The Chemours Company
-3.28%
current return
Author Info
No bio for this author
Company Info
The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.
Market Cap
$3.2B
Pitch Price
$22.25
Price Target
N/A
Dividend
1.65%
EV/EBITDA
8.60
P/E
-8.25
EV/Sales
1.19
Sector
Chemicals
Category
growth
Chemours Co: No Sulfur, No Problem
CC: Sulfur supply shock down 35-40% in China disrupts 55% of global TiO2 production (sulfate process). Chemours uses cleaner chloride process—no sulfur needed. Expect Chinese TiO2 to fall 40%+, driving price increases & margin expansion in TiO2 segment (42% rev). Opteon refrigerant growth at 15-17% CAGR via AIM Act tailwinds. Moat: chloride process edge, patent-protected Opteon, irreplicable fluoro facilities. 8.5x EV/25A EBITDA, 7.2x 26E w/ +19% EBITDA growth. Risks: sulfur shock reversal, AIM delays, PFAS lawsuits.
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