Hoj, mene ne moti ravno to koliko imajo keša na računu, ker če z njim znaš "upravljati" dobro delaš dodaten plus s plačevanjem surovin ipd. vnaprej.
Strošek ležarine je 0 proti koristi.

Pri njih so problem preveliki zadržani dobički iz preteklosti oz. rezerve za XY sanacije.

Drugače pa (če ne pride kakšen salto mortale) bull obdobje pred nami..
CC : Chemours raised to Buy at Goldman on TiO2 cycle improvement (ciljna cena 47$)

India's TiO2 Rutile grade CFR price up by roughly 10% year to year in June - 10 Jun 2021
Saudi Arabia TiO2 Anatase grade FOB price up by USD 55 PMT in June - 10 Jun 2021
Australia's TiO2 Rutile grade FOB price up by USD 50 PMT in June - 09 Jun 2021
Singapore's TiO2 Anatase grade FOB price up by 10% year to year in June - 09 Jun 2021
Russia's TiO2 Rutile grade CFR price up by USD 70 PMT in June - 08 Jun 2021
Spain's TiO2 Anatase grade FOB price firmed up by 15% year to year in June - 08 Jun 2021