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ShengdaTech Surprisingly Cheap During 'Capacity-Catch-Up' Cycle

Minerals Technologies (MTX) has been making NPCC for over 25 years (and PCC for over 150 years). Strangely, they don't sell any NPCC to tire makers in the US, China or anywhere else. Yet, here's a company that has done a reverse merger (i.e., they came public without the scrutiny of the SEC), has 25% net margins, and says the same NPCC make tires stronger AND costs less. Perhaps a small dose of skepticism and a few hard questions are warranted here.