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Campaigns / Sandell → Tronox Incorporated
Sandell vs. Tronox Incorporated

Tronox Incorporated · TROX

1 deck published between 2011-12-01 and 2011-12-01 — 11 pages, 11 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2011-12-01 initial thesis

    2011 12 Sandell Tronox Presentation Dec 2011

    11pp · full_deck

    Post-Exxaro Tronox is the lowest-cost, fully-integrated TiO2 producer; levering up for a $24-$43/share special dividend plus relisting unlocks $183-$194/share, 56-66% upside.