John Leonard, CFA
Special situations, micro-cap, contrarian, CFA

TOR Minerals: Recovery Of Titanium Dioxide Business And Shift Towards Higher-Margin Products Are Two Overlooked Catalysts

Company overview

TOR Minerals International (NASDAQ:TORM) is a global manufacturer of specialty chemicals. The three product groups are listed below:

Specialty aluminas includes ALUPREM, HALTEX and OPTILOAD, which are used as fire retardant fillers, engineered fillers and pigments in plastic and rubber applications.

Titanium dioxide (TiO2) pigment products include HITOX, TIOPREM and synthetic rutile (NYSE:SR), which are pigments used as value-added replacements for commodity TiO2 and other color pigments in paint and plastic formulations.

Barium sulfate and other products includes BARTEX and BARYPREM, which are used as extended fillers in paint and plastics applications.

TiO2 is no longer an abbreviation for a lower stock price

TORM trades at the lowest level since the beginning of 2011...

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