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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (71472)	5/27/2025 1:55:48 PM
From: Paul Senior	Read Replies (1) of 78744

TROX. I'll try again with a small tracking position to start. Titanium Dioxide business. A competitive business, and a cyclical business. I like that TROX is vertically integrated: "The company operates titanium-bearing mineral sand mines; and engages in beneficiation (Edit: "the treatment of raw material (such as iron ore) to improve physical or chemical properties especially in preparation for smelting") and smelting operations. It offers TiO2 pigment; ultrafine specialty TiO2; zircon; high purity pig iron; monazite; feedstock; and titanium tetrachloride products." When titanium input prices fall, mines remain for better days. Otoh, TROX debt is very high. I have to hope TROX can survive its debt mountain. Back otoh, it has survived in past: There are more years of losses with this company than there are of profits, and the company still exists. (This point is a positive argument for the stock?? -g-). The stock's at about $5/sh. Every year past 15, the stock somehow and sometime has traded over $10/sh. I conclude TROX a decent opportunity for a reversion-to-mean play. finance.yahoo.com

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