Disruptive Investor
Long/short equity, deep value, event-driven, macro

RTI International Metals: Titanium Driven Growth Story

In this investment thesis, I will be discussing the fundamentals, revenue drivers and the valuation for RTI International Metals (NYSE:RTI). Considering the investment thesis presented below, the stock is an excellent medium to long-term buy and investors can consider exposure to the stock in a staggered manner as equity markets can correct further in 2013. Besides the long-term view, with a significant expected bump-up in earnings growth in FY14 (discussed later in the thesis), the stock could be in the midst of some positive price action relatively soon.

Company And Segment Overview

RTI is a producer and supplier of titanium mill products, and a manufacturer of fabricated titanium and specialty metal components for the aerospace, defence, energy,...

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