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Posted by
Two Blokes Jun 27 -
Filed in
Stock
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5 views
Titan America operates in a growing industry, but rising supply and capex across the sector raise concerns about future returns and overinvestment. The company's focus on supplementary cementitious materials and its regional presence provide growth opportunities and potential margin stability. Ownership by Titan Cement offers strategic alignment and long-term focus, but also limits minority shareholder influence and adds governance risk.
