Tronox Inc. (TROX)

[ofirm]

"Tronox prepared the Projections in June 2010 reflecting estimates and market conditions at that time,
including a projected exit from chapter 11 on October 1, 2010. Since May 2010, Tronox has outperformed the
Projections and it is currently evaluating whether the changes in market conditions and the prolonged chapter 11
cases will have a material effect on the projections."
That is a quote from the document in your link. the management
will always try to be conservative (especially when that will
determine how much liabilities they will have). they have no
incentive to create expectations (before bk exit).
I would only say that over the next 3 years tio2 will be in
balance or even in slight short supply and due to demand from
growing areas the outlook is decent (especially in dollar terms).
Hope I am right and if I am than we would be in the money within
a year to 18 month on the first set and probably close to it on
the second set.
good luck to all.