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

To: Paul Senior who wrote (71472)	10/29/2022 5:37:23 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78717

Some of my other buys: Food: ACI (Albertsons), WH (Chinese pork company owns Smithfield here in USA) Clothes: CR (Carter's - baby clothes), CROCS, Hannesbrands (HBI) Auto retailer: Asbury (ABG) Shopping Center REIT: MAC Oil/gas: PXD. (7.7% div yield - if it holds) Construction: WIRE. finance.yahoo.com CX. finance.yahoo.com All very small adds to positions held. === Stock I've not added to: BGS. I already have enough to be concerned that dividend (yield over 11%) might be cut.

To: Paul Senior who wrote (71472)	11/1/2022 10:23:30 AM
From: E_K_S	Respond to of 78717

RE: TROX Started small buy in this TiO2 miner. Good find. Larger market cap than KRO by 80%. Vertically integrated Tronox Holdings plc is a vertically integrated mining and inorganic chemical business. The company mines and processes titanium ore, zircon and other minerals and manufactures titanium dioxide pigments to paints, plastics, paper and other everyday products. It operates primarily in South Africa, Australia Price to Cash/Flow very low at 2.69x; selling 22% below BV

To: Paul Senior who wrote (71472)	5/27/2025 1:55:48 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

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