Professional
Added to YB: 2024-06-20
Pitch date: 2024-05-16
CC [bullish]
The Chemours Company
-52.3%
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
$1.6B
Pitch Price
$27.15
Price Target
57.74 (+346%)
Dividend
9.42%
EV/EBITDA
5.96
P/E
18.63
EV/Sales
0.90
Sector
Chemicals
Category
turnaround
Show full summary:
McIntyre Partnerships New Position: The Chemours Company
CC: TiO2 cycle upswing after 2yr downturn. Q1 TiO2 peers KRO +25%, TROX +35% on better volumes/pricing, lower costs. CC -20% on accounting issues. $1.5B 2025E EBITDA ($4.50 FCF/sh). 8-12x multiple = 50-100% upside as cycle recovers & mgmt issues fade.
Read full article (1 min)