Added to YB: 2025-03-07
Pitch date: 2025-01-27
TROX [neutral]
Tronox Holdings plc
-35.96%
current return
Author Info
No bio for this author
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Company Info
Tronox Holdings plc operates as a manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$1.2B
Pitch Price
$9.70
Price Target
N/A
Dividend
2.74%
EV/EBITDA
16.04
P/E
-2.50
EV/Sales
1.57
Sector
Chemicals
Category
turnaround
Show full summary:
First Eagle Small Cap Opportunity Fund Portfolio Holding: Tronox Holdings plc
TROX (update): TiO2 pigment producer facing cyclical housing downturn. Interest rates dampen existing/new home sales, impacting paint demand. Well-positioned to weather cycle. EU/Brazil trade barriers + potential China tariffs may provide pricing relief. Industry consolidation could ease pressure further.
Read full article (1 min)