I have been a shareholder of Tronox for about a year. Every year I review my positions and verify that the reasons why I invested are still valid. I originally invested in Tronox because I believed it was undervalued. Now that I am reviewing this investment, I can't help noticing that the case only got stronger. Despite the headwinds in the industry, the stock did well during the last year, especially with its hefty dividend. I decided to share with you my investment thesis.
Tronox (NYSE:TROX) mines and processes titanium ore, zircon and other minerals, and manufactures titanium dioxide (TiO2) pigments that add brightness and durability to paints, plastics, paper, cosmetics, toothpaste and other everyday products....
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