Tronox Inc. (TROX)

[mr_herzog]

I have to admit, if you use KRO as a comp, it's hard to get a $782 million market cap for Tronox. Can KRO's market cap be nearly three times Tronox's? KRO is thinly traded but the recent capital raise confirmed current valuation.

One could argue that KRO is considerably overvalued but a comp is a comp.

Tronox has some nice qualitative factors as well: clean of environmental issues, Asian proximity, etc...