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    Emerging Theme: Go Long Shares of Tronox (OTC: TROX.PK)

    Published: May 17, 2012

    TiO2 producers have been increasing prices consistently and, in my opinion, will continue to keep moving them higher at a measured pace. Every $100/tonne increase adds $46.5MM to EBT. Given that the major cost of production is feedstock, TROX should see significant bottom line improvement. Given ...

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