Mat-Chem Notes for the Week Ended April 24, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was a down week for the market overall, our WTR-CMI index of 30 chemicals and materials technology...
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Graftech: Encouraging Q4 2021, Stronger Pricing into 2022
Trading at 5.4x FY22, Graftech is a play on the shift to greener EAF steel production and superior capital allocation in the form of buybacks and...
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Graftech, Solid Results + Bullish Guidance in Q3 2021
Graftech concluded a very bullish conference call post its Q3 2021. Trading at 6.8x PE, we believe the stock is cheap with a significant increase...
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Tokai Carbon: Volatility Is High but EAF Capacity Growth and UHP Tech Hurdles Suggest Upside
The graphite electrode market has been a market darling over the last two years as premature capacity cuts by industry majors together with...
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