Key Points History suggests that demand- and profitability-plagued periods, like 2022-2024, were followed by rapid margin and volume gains Several countries imposing anti-dumping duties on Chinese TiO2 could be the source of...
Key Points Q3'24 EBITDA and EPS miss on lower pigment and zircon volumes Q4’24 EBITDA guidance below consensus We rate Tronox shares Overweight; our 12-month target price is USD25 per share Summary Tronox reported Q3’24...
Key Points History suggests that demand- and profitability-plagued periods, like 2022/2023, were followed by rapid margin and volume gains. The EU imposing anti-dumping duties on Chinese TiO2 could be the source of...
Key Points Q2'24 EBITDA and EPS miss on lower plant operating rates (and associated higher costs) Q3’24 EBITDA guidance below consensus We rate Tronox shares Overweight; our 12-month target price is USD25 per...
Key Points History suggests that demand- and profitability-plagued periods, like 2022/2023, were followed by rapid margin and volume gains. The EU imposing anti-dumping duties on Chinese TiO2 could be the source of...