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


To: S. maltophilia who wrote (78215)10/8/2025 6:07:27 AM
From: bruwin  Read Replies (1) | Respond to of 78464
 
The compulsory and basic expenses of this type of company are COGS and SG&A. They can't be avoided. In addition this company also has R&D.
When you subtract those items from Total Revenue you get EBITDA.

In TROX's case, after those deductions, there's only about $150 mil. left over from its LTM Total Revenue of $2949 mil., which is only about 5% left at its EBITDA level.
But TROX has an Interest Expense (due to its LTD) of ~$200 mil., so there is NO Revenue left after that deduction.
No wonder its share price has been nose diving for over a year.

Seems to me that this company has a long way to go before, IMO, becoming a Viable and Profitable business.