Tronox Inc. (TROX)

[titaniuminvestor]

Newtech, I am as baffled by this as you are. I still feel the longer term value of Tronox is well above where it is trading today, but something is going on behind closed doors. The fundamental business is sound.......very sound.

I really do think the depressed share price has something to do with the environmental liability. However, I don't think it has as much to do with APC's exposure the the BP oil spill liability.

I think the government has seen how much the profitability of Tronox has improved, and now they are coming back to the table trying to get even more out of Tronox rather than via APC.

In any event, I hope something becomes public in the next 5 days by July 12th.

Something has changed in the outlook, and I have to think it can only be about environmental issues. And, somebody knows more about what is going on behind the black curtain than you and I do. As one poster noted a long time ago when he exited his position, once the government gets involved, you just never know what is going to happen. Especially under the current administration.

This said, Tronox is an extremely valuable company and other liabilities aside, the Company will be minting money for the next couple of years from the titanium dioxide side of the business.

My bet is that the share valuation is still well above where it is today within less than 6 months. I would like to see a real pop, however, in the next week.

Let's see if we learn more before the end of the week.

Regards to all.