TR TROX Tronox Holdings plc Загрузка... : Бычьи и медвежьи мнения аналитиков

Wolfe Research, JPMorgan, Citizens, Citi, Jefferies, RBC, Wells Fargo, Cantor Fitzgerald, Roth/MKM, UBS, BofA, and Nomura issue multiple analyst upgrades and downgrades with various price target changes across a broad set of stocks.

Tronox (TROX) was bought when its stock was below $3, and has since risen nearly 300%, but the fund still holds a position. The thesis is that US chemical companies, especially TiO2 producers like Tronox, have a massive competitive advantage from cheap natural gas, while European and Chinese competitors have become unprofitable due to the Iran war. The narrative of overcapacity was wrong; demand for TiO2 continues to grow, and the US industry is benefiting disproportionately.