Tronox Holdings plc
Expected move
InputsNext report
Last report
Largest filed tie
—
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Tronox Holdings plc
3.58
Expected move
Inputs8Q avg ±10.7%·×1.25·rich
straddle ±20.1%
spot 3.60exp Nov 20ATM strike 4ATM straddle 0.85IV 108%
+18.80%
vs ±12.4% implied · ×1.51
shaded = implied · ▲▼ = realized
Tronox has 17 disclosed suppliers and 1 disclosed customer in SEC filings.
SentenceAt Namakwa Sands, we rely on intellectual property for our smelting technology, which was granted to us in perpetuity by Anglo American South Africa Limited for use on a worldwide basis, pursuant to a non-exclusive license.
TROX 10-Kaccession 0001530804-26-000006
SentenceESCOM supplies the MSP via the 132 kV line from the Juno substation.
TROX 10-Kaccession 0001530804-26-000006
SentenceIncreased costs of electricity and disruptions in the supply of electricity due to long-standing operational issues at the sole, state-owned energy supplier in the Republic of South Africa, Eskom, could increase the costs of production, or disrupt operations, at our mines and beneficiation operations in that country.
TROX 10-Kaccession 0001530804-26-000006
SentenceIn 2025, we received coordinated, non-binding and conditional letters of support/interest from Export Finance Australia and Export-Import Bank of the United States, respectively for up to an aggregate of US $600 million in limited or non-recourse financing to support the development of Tronox's rare earth supply chain.
TROX 10-Kaccession 0001530804-26-000006
SentenceIn 2025, we received coordinated, non-binding and conditional letters of support/interest from Export Finance Australia and Export-Import Bank of the United States, respectively for up to an aggregate of US $600 million in limited or non-recourse financing to support the development of Tronox's rare earth supply chain.
TROX 10-Kaccession 0001530804-26-000006
SentenceUtilizing a third party (KnowBe4) for the cybersecurity training and phishing tests described above.
TROX 10-Kaccession 0001530804-26-000006
SentenceOn the Eastern coast of South Africa, Tronox controls mining and prospecting rights covering approximately 4,041 hectares (9,986 acres) at KZN, where surface access rights are either owned directly by KZN Sands or secured by agreements with Mondi Ltd.
TROX 10-Kaccession 0001530804-26-000006
SentencePotable water is sourced from the Olifants River Irrigation Scheme canal system.
TROX 10-Kaccession 0001530804-26-000006
SentenceThe Chandala Mineral Separation Plant currently gets supply for driers and re-heaters from the Parmelia line.
TROX 10-Kaccession 0001530804-26-000006
SentencePort of Adelaide, South Australia, where bulk mineral sands products from Broken Hill are loaded for export.
TROX 10-Kaccession 0001530804-26-000006
SentenceThe Port of Fremantle is used for export of bagged and containerized mineral products and the Port of Bunbury is used for bulk shipments.
TROX 10-Kaccession 0001530804-26-000006
SentenceThe Port of Fremantle is used for export of bagged and containerized mineral products and the Port of Bunbury is used for bulk shipments.
TROX 10-Kaccession 0001530804-26-000006
SentenceIn addition, our KZN Sands operations currently use approximately 316,000 gigajoules of Sasol gas annually, which is currently available only from Sasol Limited (Sasol).
TROX 10-Kaccession 0001530804-26-000006
SentenceBroken Hill Mineral Separation Plant in southwestern New South Wales, where the HMCs are separated into mineral products and either railed approximately 430 km to the Port of Adelaide or railed directly to Western Australia using the Trans Australian Railway;
TROX 10-Kaccession 0001530804-26-000006
SentenceFurthermore, Transnet provides extensive dockside services at both the ports of Richards Bay and Saldanha Bay from where we export bulk quantities of TiO 2 feedstock to our pigment plants worldwide and pig iron.
TROX 10-Kaccession 0001530804-26-000006
SentenceOur operations in South Africa are reliant on services provided by the State-owned, sole provider of rail transport, Transnet Freight Rail and ocean transport, Transnet National Port Authority (collectively "Transnet").
TROX 10-Kaccession 0001530804-26-000006
SentenceAt our Yanbu facility, we produce excess TiCl 4 which we both sell directly to a joint venture between Advanced Metal Industries Cluster and Toho Titanium Metal Co. Ltd. ("ATTM") for use at ATTM's titanium sponge plant facility that is adjacent to our Yanbu facility and in the merchant market.
TROX 10-Kaccession 0001530804-26-000006