Group 1 - The Chemours Company (CC) has formed an alliance with Energy Fuels Inc. to enhance the supply chains for rare earth and critical minerals in response to rising demand [1][2] - Energy Fuels is anticipated to produce large quantities of rare earth elements, titanium ilmenite, and zircon minerals in the upcoming years, while Chemours is involved in mining and separating heavy mineral sands in Florida and Georgia [2] - The collaboration exemplifies the mining industry's commitment to reshoring mineral supply chains and increasing domestic production to satisfy modern society's significant mineral demands [3] Group 2 - Chemours expects its full-year 2025 adjusted EBITDA to be between $825 million and $975 million, with capital expenditures projected between $250 million and $300 million [4] - CC's stock has declined by 46.4% over the past year, compared to a 13.2% decline in the industry [3] - CC currently holds a Zacks Rank of 3 (Hold), while better-ranked stocks in the Basic Materials sector include Ingevity Corporation (NGVT), Axalta Coating Systems (AXTA), and Carpenter Technology Corporation (CRS) [5]

Core Insights - The Chemours Company reported a net loss of $8 million or 5 cents per share for Q4 2024, an improvement from a loss of $18 million or 12 cents in the same quarter last year [1] - Adjusted earnings came in at 11 cents per share, beating the Zacks Consensus Estimate of 10 cents [1] - Fourth-quarter net sales were $1,359 million, reflecting a 1% decline year-over-year, falling short of the Zacks Consensus Estimate of $1,359.8 million [2] Financial Performance - Adjusted EBITDA rose 2% year-over-year to $179 million, driven by cost savings from the Titanium Technologies Transformation Plan and increased volumes in Thermal & Specialized Solutions [3] - For FY 2024, net sales totaled $5,782 million, a decline of 4.9% from the previous year, with adjusted net income dropping to $182 million from $425 million [7] - Cash provided by operating activities in Q4 2024 was $138 million, down from $482 million in the prior-year quarter [8] Segment Performance - The Titanium Technologies division reported revenues of $632 million, a 3% decrease from the previous year, primarily due to a 2% decrease in pricing and a 1% fall in volume [4] - The Thermal & Specialized Solutions segment saw a 3% year-over-year revenue increase to $390 million, driven by a 7% increase in volume, although it fell short of estimates [5] - Advanced Performance Materials revenues amounted to $324 million, a decline of approximately 1% year-over-year, primarily due to a 3% drop in price [6] Outlook - The company expects full-year 2025 adjusted EBITDA to be between $825 million and $975 million, with capital expenditures projected between $250 million and $300 million [10] Stock Performance - Chemours shares have decreased by 39.7% over the past year, contrasting with a 0.8% decline in the industry [11]

Core Points - The article discusses the investment positions held by the author in specific companies, indicating a beneficial long position in shares of CC and BASFY [1] - It emphasizes the importance of conducting due diligence and research before making any investment decisions, particularly in high-risk trading styles [2] - The article clarifies that past performance does not guarantee future results and that the views expressed may not reflect those of the platform as a whole [3] Summary by Categories - **Investment Positions** - The author has a beneficial long position in shares of CC and BASFY, either through stock ownership, options, or other derivatives [1] - **Investment Advice and Due Diligence** - The article stresses that it is not financial advice and that investors should perform their own due diligence and research prior to any investment [2] - It highlights the risks associated with short-term trading, options trading, and futures trading, which may not be suitable for investors with limited capital or experience [2] - **Performance and Opinions** - The article notes that past performance is not a guarantee of future results, and the opinions expressed may not represent the views of the platform as a whole [3]

Chemours (CC) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this chemical company would post earnings of $0.32 per share when it actually produced earnings of $0.40, delivering a surprise of 25%.Over the last four quarters, the company has su ...

Thermal & Specialized Solutions - The Thermal & Specialized Solutions segment is a leading global provider of refrigerants and thermal management solutions, with a focus on low GWP and sustainable technologies like Opteon™, which was commercialized in 2016[30] - In 2023, the company announced the initial commercialization of Opteon™ 2P50, targeted for the first half of 2026, to meet increasing demands for cooling capacities driven by advancements in AI and computing[31] - The company plans to expand Opteon™ YF capacity at its Corpus Christi, Texas facility by approximately 40% to meet customer needs transitioning to lower GWP refrigerants, with mechanical completion expected in Q4 2024[31] - The company has a leadership position in fluorine chemistry and materials science, competing against major players like Honeywell and Daikin in the Thermal & Specialized Solutions segment[32] - Chemours aims to achieve a goal of avoiding 325 million tons of carbon dioxide equivalent emissions globally by the end of 2025 through its low GWP products[86] Titanium Technologies - The Titanium Technologies segment has a nameplate capacity of approximately 1.1 million metric tons per year for TiO2 pigment, with production facilities in the U.S. and Mexico[40] - The Titanium Technologies Transformation Plan achieved approximately $190 million in cost savings, with $140 million related to 2024 and $50 million related to 2023, following the shutdown of the Kuan Yin facility in Taiwan[45] - The worldwide demand for TiO2 pigment in 2024 was estimated at approximately 7.3 million metric tons, with nameplate capacity at around 9.9 million metric tons[47] - The Titanium Technologies segment's raw materials include titanium-bearing ores, chlorine, and calcined petroleum coke, sourced from multiple suppliers to ensure supply chain flexibility[50] - In 2024, the top 10 customers in the Titanium Technologies segment represented about 41% of net sales, with one customer exceeding 10% of net sales[58] - TiO2 pigment sales volume is typically highest in the second and third quarters due to seasonality influenced by weather and holiday seasons[59] - The Titanium Technologies business focuses on sustainability with the Ti-Pure™ Sustainability product series, enhancing product sustainability designations[90] - Energy costs account for approximately 10% of the production cost in TiO2 pigment manufacturing, with access to low-cost natural gas in U.S. and Mexico facilities[54] Advanced Performance Materials - The Advanced Performance Materials segment serves around 1,000 customers globally, with no single customer accounting for more than 10% of net sales in 2024[71] - The Advanced Performance Materials segment is positioned for growth driven by demand for clean energy and advanced electronics technologies[64] - Chemours launched operations at THE Mobility F.C. Membranes Company in 2023 to enhance fuel cell and humidifier membrane manufacturing capacity[62] Environmental Commitment - Chemours aims for a 60% absolute reduction in greenhouse gas emissions by 2030 and a 25% reduction in Scope 3 emissions per ton of product by 2030[84] - The company has successfully reduced Scope 1 and Scope 2 GHG emissions by 60% and achieved a 99% reduction in air and water process emissions of fluorinated organic chemicals[87] - The company is subject to significant compliance costs related to environmental laws and regulations, which may increase over time[92] - The board of directors established an Environmental, Health, Safety, and Operations Performance committee to oversee environmental and safety risk management[102] Employee and Workforce Management - Chemours has approximately 6,000 employees globally, with 77% located in the Americas, 16% in Europe, and 7% in Asia Pacific[96] - The company reported a voluntary attrition percentage of approximately 8% for the year ended December 31, 2024, indicating effective employee retention strategies[108] - Chemours is committed to transparency in pay practices, having implemented measures to ensure equitable remuneration across its workforce[107] Financial Management and Risk - Chemours utilizes derivative financial instruments to manage risks associated with foreign currency exchange rates and commodity prices[498] - As of December 31, 2024, the company had 11 foreign currency forward contracts with a gross notional U.S. dollar equivalent of $196 million, resulting in a fair value of less than $1 million[501] - The company recognized a net gain of $5 million in 2024 from non-designated foreign currency forward contracts, compared to a net loss of $7 million in 2023[501] - Under the cash flow hedge program, the company had 173 foreign currency forward contracts with a notional U.S. dollar equivalent of $178 million and a fair value of $7 million as of December 31, 2024[502] - The company reported a pre-tax gain of $7 million in 2024 from cash flow hedges, compared to a pre-tax loss of $2 million in 2023[502] - The company designated euro-denominated debt as a hedge, recognizing a pre-tax gain of $47 million in 2024, following a pre-tax loss of $27 million in 2023[503] - The company entered into a cross-currency swap to convert $600 million of senior unsecured notes into €567 million, with a fair value of $5 million as of December 31, 2024[504] - The company had two interest rate swaps with a notional U.S. dollar equivalent of $300 million, resulting in a fair value of negative $3 million as of December 31, 2024[506] - A pre-tax gain of $9 million was recognized in 2024 from interest rate swaps, compared to a pre-tax loss of $6 million in 2023[506] - As of December 31, 2024, one customer represented approximately 7% of total accounts and notes receivable, indicating a diversified customer base[507] - The company did not have any commodity derivative financial instruments in place as of December 31, 2024 and 2023, indicating a strategy to manage commodity price risks through sales contracts[509]

Chemours (CC) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 18, 2025, might help the stock move higher if these key numbers are better than expe ...

Group 1: Chemours Company (CC) - Analyst Peter Osterland initiated coverage with a Buy rating and a price forecast of $27, expecting strong earnings growth in 2025-2026 [1] - Margin expansion is anticipated in the Opteon refrigerant franchise, with a potential rebound in the TiO2 segment, where consensus estimates are seen as overly conservative [1] - Estimated EBITDA for 2024 is $775 million, for 2025 is $1.004 billion (+8% vs. Street), and for 2026 is $1.188 billion (+11% vs. Street) [2] Group 2: Tronox Holdings plc (TROX) - Coverage was initiated with a Buy rating and a price forecast of $17, with the company viewed as a strong player in the TiO2 industry due to its scale and vertical integration [3] - Improving TiO2 market fundamentals and potential anti-dumping duties on Chinese exports are expected to drive above-market volume growth and earnings upside [4] - Estimated EBITDA for 2024 is $563 million, for 2025 is $694 million (+6% vs. Street), and for 2026 is $802 million (+6% vs. Street) [4] Group 3: Minerals Technologies Inc. (MTX) - Coverage was initiated with a Buy rating and a price forecast of $103, highlighting the company's unique mineral reserves and engineering expertise as competitive advantages [5] - Sustainable mid-single-digit revenue growth is expected, with modest upside to consensus estimates for 2025-2026 [6] - Estimated EBITDA for 2024 is $404 million, for 2025 is $440 million (+3% vs. Street), and for 2026 is $471 million (+4% vs. Street) [6] Group 4: Westlake Corporation (WLK) - Analyst initiated coverage with a Buy rating and a price forecast of $168, noting the company's position as a vertically integrated market leader [7] - A strong cash balance of approximately $3 billion provides flexibility for further expansion through M&A or increased shareholder returns [7] - Estimated EBITDA for 2024 is $2.377 billion, for 2025 is $2.677 billion (+5% vs. Street), and for 2026 is $2.996 billion (+5% vs. Street) [8]

The Chemours Company (CC) recently announced that the PCC Group intends to build and operate a chlor-alkali facility on the grounds of Chemours' titanium dioxide (TiO2) plant in DeLisle, MS. Chemours and PCC have signed a chlorine supply agreement subject to certain customary conditions. The new plant will use cutting-edge technology to maximize energy efficiency and will have an annual nameplate capacity of 340,000 metric tons once operational. PCC will sell the co-product and caustic soda to key partners ...

A month has gone by since the last earnings report for Chemours (CC) . Shares have added about 8.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Chemours due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Chemours' Earnings and Revenues Surpass Estimates in Q3Chem ...

The Chemours Company (NYSE: CC ), a global performance chemical manufacturer, with strong clout in titanium dioxide (TiO 2) pigments (mainly used to facilitate whiteness and opacity across various applications), has proven to be a source of massive wealthAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not ...