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CC
The Chemours Company·Specialty Chemicals·United States
The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America. It operates through three segments: Thermal & Specialized So...
1 Total1 External0 In-site
CCThe Chemours Company
2026-02-06⛏️ Basic MaterialsLong
Externalby HFI Research · YellowBrick
(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
CC is a basic capital-cycle play at a cyclical trough. The TSS segment is driving growth with the HFO transition, and the TT titanium dioxide segment is poised for recovery. The company is estimated to generate $1.5B in adjusted EBITDA by 2028, up from the current $750M. The price target is $27 (125% upside). A key risk is the PFAS liabilities, which are over $814M.