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...
300 Views
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...
382 Views
Graftech: Graphite Electrode Play With Debt Deleveraging
Trading at 7.3x FY21 and 5.6x FY22 PE, with a forecasted free cash flow of over 500 mn USD in 2022 in the very least, Graftech trades at an 18%...
535 Views
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...
540 Views