Company Overview - Tronox Holdings plc operates as a vertically integrated manufacturer of titanium dioxide (TiO2) pigment, essential for various industries including paint, plastics, and cosmetics, with a strong presence in North America and internationally [2] - The company owns six titanium mines in Australia and South Africa, along with eight pigment processing plants globally, providing a cost advantage and positioning it in the first quartile of the global cost curve [2] Competitive Positioning - Tronox's vertical integration allows it to effectively compete with Chinese producers and maintain strong margins despite global competition [3] - The company also benefits from byproducts such as zircon and monazite, which contain rare earth elements like neodymium and praseodymium, offering additional growth opportunities in the rare earths market [3] Market Demand and Growth Potential - Demand for titanium is expected to grow significantly, driven by traditional markets and emerging applications in aerospace, robotics, and drone technology, enhancing Tronox's pricing power [4] - The company has a substantial debt load of $3.2 billion, but its historical cash flows indicate strong earnings potential during economic upswings, supported by favorable macroeconomic indicators [4] Valuation and Investment Thesis - Tronox's current valuation features a price-to-sales ratio of 0.42x, indicating significant upside potential with a medium-term target price of $15, and even higher if management successfully reduces debt and expands into rare earths [5] - The combination of cost leadership, growth optionality, and rare earth exposure presents an appealing risk/reward profile for investors in the context of a global commodity supercycle [5]

关闭抚州工厂的决策主要源于中国持续扩产所导致的市场长期下行、国内需求不振、产能过剩 以及价格水平持续低迷等结构性挑战。 We thank you for your patience and understanding as we navigate through these challenging circumstances. Please contact your sales representative if you have any questions. 感谢贵公司在此特殊时期的理解与支持。如有任何疑问,请随时与特诺销售代表联系。 改性培训：2026年粉体表面改性技术高级研修班（第九期）将于2026年4月25-26日 在南京召开，报名请关注V信公众号《粉体技术网》，涉及 非金属矿粉体企业：碳酸钙、方解石粉、硅微粉、滑石、重晶石、硫酸钡、硅灰石、高岭土、膨润土、白云石、石灰石、硅灰粉、云母、硅藻 土、凹凸棒石、海泡石、电气石等；功能性粉体企业：氢氧化镁、氢氧化铝、氧化铝、钛白粉、白炭黑、氧化铁红、珠光云母、导热填料、氧 化锌、勃姆石、粉煤灰、碳化硅、氮化硅、氧化铝、玻璃微珠、铝粉、铜粉、纳米粉体等；药剂和 ...

Truist raised the firm’s price target on Tronox (TROX) to $8 from $7 and keeps a Buy rating on the shares. The firm is adjusting its model after the company’s earnings pre-announcement, the analyst tells investors in a research note. Some of the cost and mix-related weakness seen in the Q4 prelim results will impact Q1, the firm added. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on TROX: ...

Expected revenue of $730M is comprised of $577M from TiO2, $78M from zircon, and $75M from other products. Q4 net loss is expected to be $176M, and Adjusted EBITDA is expected to be $57M. Claim 50% Off TipRanks Premium Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on TROX: Disclaimer & DisclosureReport an Issue ...

Exhibit 99.1 Tronox Announces Closure of its Pigment Plant in China and Releases Selected Preliminary Fourth Quarter 2025 Financial Results STAMFORD, Conn., Jan. 26, 2026/PRNewswire/ — Tronox Holdings plc (NYSE:TROX) ("Tronox" or the "Company"), the world's leading integrated manufacturer of titanium dioxide pigment, today announced its intent to permanently close its 46,000 metric ton per year TiO2 plant in Fuzhou, China. The closure reflects ongoing weak Chinese domestic demand and increasing costs, parti ...

STAMFORD, Conn., Jan. 26, 2026 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its fourth quarter 2025 earnings release and webcast conference call: Earnings Release: Wednesday, February 18, 2026, after market close via PR Newswire and the Tronox Holdings plc website: tronox.com Webcast Conference Call: Thursday, February 19, 2026 at 9:00 AM ET (New York). The live call is open to the public via live webcast. Please visit investor.tronox.com for a link to registe ...

Group 1 - Tronox Holdings (TROX) is currently facing pressure due to destocking in end markets linked to general economic pressures [2] - There are additional concerns regarding anti-dumping measures being imposed by governments [2] Group 2 - The Valkyrie Trading Society is a team of analysts focused on high conviction and obscure developed market ideas that are downside limited [2] - They are long-only investors and lead the investing group The Value Lab, which offers members a portfolio with real-time updates and regular global market news reports [2]

Core Viewpoint - Tronox Holdings plc (NYSE:TROX) has successfully raised $600 million to finance its expansion program, resulting in a 25.60% increase in stock price to $4.71 on the day of the announcement [1][4]. Group 1: Fundraising and Financial Backing - Tronox secured financial backing from Export Finance Australia (EFA) and the Export-Import Bank of the United States (EXIM) to support the development of its rare earth supply chain [2]. - The funds will be used for mine extensions, infrastructure support, and enhancing cracking and leaching capacity [2]. Group 2: Strategic Initiatives - Tronox is conducting a definitive feasibility study for a proposed cracking and leaching facility in Western Australia aimed at producing a mixed rare earth carbonate [4]. - The company plans to collaborate with downstream customers and key business partners to develop a financeable project structure aligned with its long-term capital allocation priorities [5]. Group 3: Industry Positioning - Tronox currently mines and sells tailings materials containing rare earth elements, positioning itself as a potential leading supplier of rare earth elements to support critical mineral strategies in Australia and the United States [6]. - The CEO of Tronox emphasized that this announcement marks a significant milestone in advancing the company's minerals processing operations for critical industries such as defense and advanced technology [5].

Core Viewpoint - Tronox Holdings received letters of support from the Export-Import Bank of the United States and Export Finance Australia for potential financing of up to $600 million to enhance its rare earth supply chain [1][2]. Group 1: Financing and Support - The financing will support the development of Tronox's rare earth supply chain, including mine extensions, infrastructure support, and cracking and leaching capacity [2]. - The letters of support align with the US-Australia Critical Minerals Framework and EFA's Single Point of Entry Framework, which includes Australia's $4 billion Critical Mineral Facility established in 2021 [4]. Group 2: Company Operations and Market Impact - Tronox is advancing a definitive feasibility study for a proposed cracking and leaching facility in Western Australia, aimed at producing mixed rare earth carbonate containing both light and heavy rare earth elements [3]. - The company's stock surged over 32%, increasing its market capitalization to $782.4 million [4].

Core Viewpoint - Tronox Holdings plc (TROX) shares experienced a significant increase of 32.13% to $4.95 following the announcement of receiving non-binding and conditional Letters of Support from Export Finance Australia and the U.S. Export-Import Bank [1][2] Group 1 - The stock opened at $4.6500 and fluctuated between $4.3000 and $5.2500 during the trading session, with a trading volume of 22,427,456 shares, significantly higher than the average of 4,018,239 shares [1] - The 52-week trading range for the stock is between $2.8600 and $11.9300, with the recent rally pushing it towards the upper half of this range [2] Group 2 - The Letters of Support detail financing options that could reach up to $600 million, aimed at enhancing Tronox's rare earth supply chain projects, including mine extensions, infrastructure development, and improvements in cracking and leaching capacities [2]