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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (48499)	6/29/2012 10:38:36 AM
From: Spekulatius	Respond to of 78702

Re KRO - it is not quarter end selling that is causing the weak share price. Competitor Tronox mentioned softness in demand for TiO2, which is causing it's shares to be weak and KRO goes down in sympathy, I suppose. marketwatch.com NEW YORK (MarketWatch) -- Tronox Ltd. TROX -3.70% said Friday it plans to issue a five-for-one stock split, launch a quarterly dividend of $1.25 a share and buy back up to 2.5 million shares. Shareholders of record as of July 20 will receive four additional shares for each share of the company. Separately, Tronox, which produces mineral sands and pigments, said it's seeing softness in demand stemming from "customer reactions to the continued macroeconomic slowdown in, and risks arising from, China and the Eurozone markets."

To: E_K_S who wrote (48499)	6/30/2012 2:38:27 PM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78702

Re AAUKY - I am not sure why you are so keen on selling this. The shares seem very cheap. I think KRO as basically a single product company has way more risk than AAUKY. In a way, AAUKY is cheaper right now at 16$ then when you bought the shares in 2009 at 10$, since the metrics look so much better.