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Tuesday, February 21, 2017

Tronox (TROX) reported earnings on Tue 21 Feb 2017(b/o)

** charts after earnings **


  






Tronox beats by $0.08, beats on revs; to acquire the TiO2 business of Cristal:
  • Reports Q4 (Dec) loss of $0.14 per share, excluding non-recurring items, $0.08 better than the single analyst estimate of ($0.22); revenues rose 2.4% year/year to $548 mln vs the $503.09 mln single analyst estimate.
  • "We expect the momentum generated last year to continue in 2017 based on our belief that pigment inventories, in the aggregate, are at or below normal levels at both customer and producer locations across the globe resulting in a continued tight supply-demand balance."
  • The co also announced a definitive agreement to acquire the TiO2 business of Cristal, a privately held global chemical and mining company, for $1.673 billion of cash and Class A ordinary shares representing 24 percent ownership in pro forma Tronox.
    • "Because we don't expect to take on new debt, we project a 50 percent reduction in our net leverage ratio. EPS accretion of more than 100 percent is expected in year one and we believe that between 2018 to 2021 our projected pro forma EPS, EBITDA and free cash flow growth rates will improve by approximately 70 percent, 30 percent and 60 percent, respectively, versus Tronox standalone."

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