Commodity Roundup: ANZ keeps yr-end gold PT of $2,300; WTI futures top $85
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 02 2024
0mins
Should l Buy CC?
Source: SeekingAlpha
- Gold Prices and Commodities: Gold prices are near record highs due to rate cut expectations, while U.S. crude oil hits $85/barrel with tightening supplies.
- Market Analysis by ANZ: ANZ predicts a pullback in gold prices without fresh fundamentals but remains positive with a year-end target of $2,300/oz. Platinum prices expected to find support.
- Energy Commodities Outlook: Global oil supply growth may slow, U.S. oil production expected to fall, and oil prices supported by improving demand in China and the U.S., as well as geopolitical tensions in the Middle East.
- Coal Market Focus: Collapse of Baltimore’s Francis Scott Key Bridge affects coal supply chain; Port of Baltimore is a significant coal exporting hub.
- Stocks to Watch and Commodity Price Movements: Mentioned stocks include Global Gas, Austin Gold Corp, Atlas Lithium, among others. Recent commodity price movements show increases in metals like palladium, platinum, and gold, while oil prices rise and natural gas falls.
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Analyst Views on CC
Wall Street analysts forecast CC stock price to fall
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 20.420
Low
13.00
Averages
16.14
High
19.00
Current: 20.420
Low
13.00
Averages
16.14
High
19.00
About CC
The Chemours Company provides industrial and specialty chemical products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. The Company’s segments include Titanium Technologies, Thermal & Specialized Solutions and Advanced Performance Materials. The Titanium Technologies segment is a provider of titanium dioxide pigment, a premium white pigment used to deliver whiteness, brightness, opacity and protection in various applications. The Thermal & Specialized Solutions segment is a provider of refrigerants, thermal management solutions, propellants, blowing agents, and specialty solvents. The Advanced Performance Materials segment is a provider of high-end polymers and advanced materials. Its flagship products include brands such as Opteon, Freon, Ti-Pure, Nafion, Teflon, Viton, and Krytox. The Company serves over 2,700 customers in approximately 110 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Chemours Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $21.00 put option is $1.55, meaning that if an investor sells-to-open this contract, they commit to buying shares at $21.00, effectively lowering their cost basis to $19.45, which is a 2% discount from the current price of $21.46, making it attractive for potential Chemours investors.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 7.38% return on the cash commitment, or an annualized return of 21.39%, indicating strong yield potential, particularly in the current market context.
- Call Option Opportunity: The $29.00 call option has a current bid of $0.70, and if an investor buys Chemours shares at $21.46 and sells this call, they could achieve a total return of 38.40% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk and Reward Assessment: Given that the $29.00 strike price represents a 35% premium over the current stock price, there is a 68% chance that the call option will expire worthless, allowing investors to retain both their shares and the premium collected, thereby enhancing the safety of the investment.
See More
Chemours Company to Release Q4 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Chemours Company is set to announce its Q4 2025 financial results after market close on February 19, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 8:00 a.m. Eastern Time on February 20, 2026, to discuss its fourth-quarter financial results, aiming to enhance interaction and information sharing with investors.
- Webcast Access: Investors can access the live webcast and accompanying materials through the Investor Relations section of Chemours' website, improving the convenience and timeliness of information retrieval.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites and serving around 2,500 customers, showcasing its extensive influence and scale in the chemicals market.
See More
Chemours (CC) Sells Taiwan Land for $360 Million Cash
- Land Sale Agreement: Chemours has signed definitive agreements to sell the remaining land at its former titanium dioxide manufacturing site in Taiwan, expected to generate approximately $360 million in cash proceeds, significantly improving the company's financial position.
- Debt Reduction Strategy: The cash proceeds from the land sale will be applied to reduce debt obligations, helping Chemours lower its financial leverage and enhance its financial flexibility for future investments.
- Transaction Timeline: The deal is expected to substantially close by mid-year 2026, providing the company ample time to plan subsequent financial and operational strategies.
- Stock Price Reaction: Following the announcement of the transaction, Chemours shares rose 2.4% in extended trading, reflecting market optimism regarding the company's financial improvement and future growth potential.
See More
Chemours Sells Taiwan Titanium Site for $360 Million Cash
- Land Sale Agreement: Chemours has signed definitive agreements to sell its former titanium dioxide manufacturing site in Taiwan to a consortium including Century Wind Power, Century Iron & Steel, and Century Huaxin Wind Energy, generating approximately $360 million in cash proceeds, significantly enhancing the company's liquidity.
- Debt Reduction Strategy: The cash proceeds from this transaction will be applied to reduce Chemours' debt obligations, helping to improve its financial structure and enhance future investment capabilities, thereby supporting its market position in the chemical industry.
- Transaction Timeline: The deal is expected to close by mid-2026, subject to local regulatory approval, demonstrating Chemours' proactive approach in strategic asset divestitures.
- Market Reaction Expectations: Upon completion of the land sale, Chemours is anticipated to enhance shareholder value and reflect stronger profitability in future financial reports, further solidifying its leadership position in the global chemicals market.
See More
Chemours Sells Taiwan Titanium Site for $360 Million Cash
- Land Sale Agreement: Chemours has signed definitive agreements to sell its former titanium dioxide manufacturing site in Taiwan to a consortium including Century Wind Power, Century Iron & Steel, and Century Huaxin Wind Energy, generating approximately $360 million in cash proceeds, significantly enhancing the company's liquidity.
- Debt Reduction Strategy: The cash proceeds from this transaction will be applied to reduce Chemours' debt obligations, helping to improve the company's financial position and enhance its capacity for future investments, thereby increasing overall market competitiveness.
- Regulatory Approval Impact: The transaction is expected to close by mid-2026, subject to local regulatory approval, including environmental assessments, which may affect the timeline and final proceeds of the deal.
- Market Strategy Adjustment: By divesting the non-operational titanium dioxide site, Chemours can concentrate resources on its core business areas, further optimizing its strategic positioning in the industrial chemicals market and enhancing overall operational efficiency.
See More
IBM and LXEO Options Show Significant Volume Surge
- IBM Options Volume: As of now, IBM options have reached a trading volume of 15,715 contracts, representing approximately 42.3% of the average daily trading volume of 3.7 million shares over the past month, indicating a significant increase in market interest in the stock.
- High-Frequency Contracts: Within IBM, the $312.50 strike call option has seen 932 contracts traded today, involving about 93,200 shares, reflecting investor expectations for future price appreciation.
- LXEO Options Activity: LXEO's options trading volume stands at 6,208 contracts, accounting for approximately 42% of its average daily trading volume of 1.5 million shares over the past month, suggesting sustained market interest in the company.
- Key Contract Insights: For LXEO, the $11 strike call option has traded 2,891 contracts today, representing around 289,100 shares, showcasing investor optimism regarding its future performance.
See More
Chemours Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $21.00 put option is $1.55, meaning that if an investor sells-to-open this contract, they commit to buying shares at $21.00, effectively lowering their cost basis to $19.45, which is a 2% discount from the current price of $21.46, making it attractive for potential Chemours investors.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 7.38% return on the cash commitment, or an annualized return of 21.39%, indicating strong yield potential, particularly in the current market context.
- Call Option Opportunity: The $29.00 call option has a current bid of $0.70, and if an investor buys Chemours shares at $21.46 and sells this call, they could achieve a total return of 38.40% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk and Reward Assessment: Given that the $29.00 strike price represents a 35% premium over the current stock price, there is a 68% chance that the call option will expire worthless, allowing investors to retain both their shares and the premium collected, thereby enhancing the safety of the investment.
See More
Chemours Company to Release Q4 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Chemours Company is set to announce its Q4 2025 financial results after market close on February 19, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 8:00 a.m. Eastern Time on February 20, 2026, to discuss its fourth-quarter financial results, aiming to enhance interaction and information sharing with investors.
- Webcast Access: Investors can access the live webcast and accompanying materials through the Investor Relations section of Chemours' website, improving the convenience and timeliness of information retrieval.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites and serving around 2,500 customers, showcasing its extensive influence and scale in the chemicals market.
See More
Chemours (CC) Sells Taiwan Land for $360 Million Cash
- Land Sale Agreement: Chemours has signed definitive agreements to sell the remaining land at its former titanium dioxide manufacturing site in Taiwan, expected to generate approximately $360 million in cash proceeds, significantly improving the company's financial position.
- Debt Reduction Strategy: The cash proceeds from the land sale will be applied to reduce debt obligations, helping Chemours lower its financial leverage and enhance its financial flexibility for future investments.
- Transaction Timeline: The deal is expected to substantially close by mid-year 2026, providing the company ample time to plan subsequent financial and operational strategies.
- Stock Price Reaction: Following the announcement of the transaction, Chemours shares rose 2.4% in extended trading, reflecting market optimism regarding the company's financial improvement and future growth potential.
See More
Chemours Sells Taiwan Titanium Site for $360 Million Cash
- Land Sale Agreement: Chemours has signed definitive agreements to sell its former titanium dioxide manufacturing site in Taiwan to a consortium including Century Wind Power, Century Iron & Steel, and Century Huaxin Wind Energy, generating approximately $360 million in cash proceeds, significantly enhancing the company's liquidity.
- Debt Reduction Strategy: The cash proceeds from this transaction will be applied to reduce Chemours' debt obligations, helping to improve its financial structure and enhance future investment capabilities, thereby supporting its market position in the chemical industry.
- Transaction Timeline: The deal is expected to close by mid-2026, subject to local regulatory approval, demonstrating Chemours' proactive approach in strategic asset divestitures.
- Market Reaction Expectations: Upon completion of the land sale, Chemours is anticipated to enhance shareholder value and reflect stronger profitability in future financial reports, further solidifying its leadership position in the global chemicals market.
See More
Chemours Sells Taiwan Titanium Site for $360 Million Cash
- Land Sale Agreement: Chemours has signed definitive agreements to sell its former titanium dioxide manufacturing site in Taiwan to a consortium including Century Wind Power, Century Iron & Steel, and Century Huaxin Wind Energy, generating approximately $360 million in cash proceeds, significantly enhancing the company's liquidity.
- Debt Reduction Strategy: The cash proceeds from this transaction will be applied to reduce Chemours' debt obligations, helping to improve the company's financial position and enhance its capacity for future investments, thereby increasing overall market competitiveness.
- Regulatory Approval Impact: The transaction is expected to close by mid-2026, subject to local regulatory approval, including environmental assessments, which may affect the timeline and final proceeds of the deal.
- Market Strategy Adjustment: By divesting the non-operational titanium dioxide site, Chemours can concentrate resources on its core business areas, further optimizing its strategic positioning in the industrial chemicals market and enhancing overall operational efficiency.
See More
IBM and LXEO Options Show Significant Volume Surge
- IBM Options Volume: As of now, IBM options have reached a trading volume of 15,715 contracts, representing approximately 42.3% of the average daily trading volume of 3.7 million shares over the past month, indicating a significant increase in market interest in the stock.
- High-Frequency Contracts: Within IBM, the $312.50 strike call option has seen 932 contracts traded today, involving about 93,200 shares, reflecting investor expectations for future price appreciation.
- LXEO Options Activity: LXEO's options trading volume stands at 6,208 contracts, accounting for approximately 42% of its average daily trading volume of 1.5 million shares over the past month, suggesting sustained market interest in the company.
- Key Contract Insights: For LXEO, the $11 strike call option has traded 2,891 contracts today, representing around 289,100 shares, showcasing investor optimism regarding its future performance.
See More
