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Posted by
Two Blokes Sat at 7:30 AM -
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Kronos is a HOLD: TiO2 demand should rise, but KRO lacks operating leverage and control over key feedstocks to benefit from upside. KRO faces significant competition from Chinese producers, especially in the US, with limited tariff protection and high industry excess capacity globally. High debt levels and rising refinancing costs are a risk, reducing long-term free cash flow and owner earnings despite manageable near-term maturities.
