|Shares Out. (in M):||116||P/E||0||0|
|Market Cap (in $M):||3,259||P/FCF||0||0|
|Net Debt (in $M):||151||EBIT||0||0|
|TEV (in $M):||3,410||TEV/EBIT||0||0|
|Borrow Cost:||Available 0-15% cost|
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1) TiO2 pigment price increases slow or stagnate over the next 12 - 24 months, signaling a cyclical peak
2) TiO2 feedstock providers begin to raise prices amidst a tight-supply environment, reducing gross margins for KRO
3) U.S. or Europe economy slows / turns in the next 12 - 24 months, decreasing demand, and negatively impacting both volumes and price
4) New TiO2 pigment capacity is announced, alleviating supply tightness, and leading to price pressure in the mid-term
5) End customers reformulate end products amidst a high TiO2 price environment, discovering ways to materially reduce high-quality TiO2 consumption (the majority of KRO's products) through thrifting and substitution
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