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TROX Tronox Holdings plc Loading...

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11:00
May 09
Marcelo Lopes Gestor da L2 Capital Fernando Ulrich
US chemicals boom, Tronox benefits.
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.
TROX 1ST
HIGH

About TROX Analyst Coverage

Buzzberg tracks TROX (Tronox Holdings plc) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.