Added to YB: 2025-03-07
Pitch date: 2025-01-27
TROX [neutral]
Tronox Holdings plc
-54.91%
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
$9.82
Price Target
N/A
Dividend
5.93%
EV/EBITDA
9.27
P/E
-1.64
EV/Sales
1.33
Sector
Chemicals
Category
turnaround
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)