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GrafTech International Ltd. Message Board

unclebobbyrednecker 45 posts  |  Last Activity: 22 hours ago Member since: Jul 25, 2007
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  • Reply to

    What's up with SAM?

    by theswami Aug 29, 2015 9:46 AM
    unclebobbyrednecker unclebobbyrednecker 22 hours ago Flag

    Fellar, time to drink cheap beer instead a high test in dive joints. Market makin' fellars & missys poorer.

  • unclebobbyrednecker unclebobbyrednecker Sep 1, 2015 9:17 AM Flag

    Peter Lugar sharpenin' up the steak knives, porterhouses bein' seasoned and marianated, top shelf booze ready to flow, fresh bread ordered, desserts in the oven, and special ( PPT with raspberry vinagarette dressin') the salad a the day. Gonna be a biggun of a day for the PPT. Money bags bein' unloaded, oil changes fer the printin' presses, and fresh flowers fer Janet...............them steaks will taste mighty fine tonighty, nite, nite at ole Peter Lugaars..............what a day today will bring...........all ABOARD!!!!

  • unclebobbyrednecker by unclebobbyrednecker Sep 1, 2015 8:59 AM Flag

    Bags a freshly printed hunnerts (As Buttaroma would say) ready to deploy. Helicopters ready. 7:00 p.m. dinner reservations at the steakhouse made. Ready fer action...............all aboard!!!

  • unclebobbyrednecker by unclebobbyrednecker Aug 24, 2015 3:12 PM Flag

    Fellars with the last quarterly makin' 17 cents/share thar barely coverni' thar divvy a14 cents/share. one or two bad quarters or some big non-performin' loans could drop thar quarterly income below the divvy..........right now too close fer comfort and the risk is thar. Iffen you believe thars a recession in progress (contrary to them rose-colored glasses worn by the Fed Reserve) then things might get a tad dicey. Student loans, car loans,& commercial loans all get some risk when fellars and missys tighten thar wallets. Am lookerin; fer a retreat to the $11.75 area iffen the next two quarters are subpar.

  • unclebobbyrednecker by unclebobbyrednecker Aug 24, 2015 1:12 PM Flag

    Great work fellars!!!!!!!!!!!!!!

  • Reply to

    Very Little Spare Capacity

    by mike_putnam2001 Aug 18, 2015 9:12 AM
    unclebobbyrednecker unclebobbyrednecker Aug 18, 2015 9:36 AM Flag

    Fellar, then iffen prices shoot upward, well supply will enter the marketplace and drive prices down again...............wash, rinse, repeat.

  • unclebobbyrednecker by unclebobbyrednecker Aug 13, 2015 11:06 AM Flag

    Fellars in the midwest might be payin' more in next week.............30 cents/gallon or more accordin' to Detroit Free Press...........7th largest US refinery. Time to fill'er up. Not sure how this might impact crude prices.

  • unclebobbyrednecker by unclebobbyrednecker Aug 13, 2015 10:23 AM Flag

    Fellars the loss a 5 cents/share was better than I expected. Production up very nice year on year. Overall a decent quarter considrin' everthing and the current pricing environment My only negative take away might be did they push some costs into the current quarter from the prior quarter to make this quarter appear better than it might be? Just spekkerlation on my part. Still think thissen is dead money fer a spell yet. Yet I do agree that iffen prices suddenly jumped say $10/barrel on some international event ESTE could pop 20-25% quickly.

  • unclebobbyrednecker by unclebobbyrednecker Aug 12, 2015 3:13 PM Flag

    Fellar, I'm startin' to believe that the $10 target you mentioned in an August 4 post could be in the cards at some point, maybe by year end?. Thought you were jest pullin' my leg on thatten but you might be proven correct. I must admit ESTE has gone lower than I thought it would, but in this whipsaw market battered by international events I reckon it is best to be an observer.

  • unclebobbyrednecker by unclebobbyrednecker Aug 12, 2015 3:05 PM Flag

    Doin' a good job today???

  • Reply to

    One year chart: August 8, 2014

    by unclebobbyrednecker Aug 5, 2015 2:06 PM
    unclebobbyrednecker unclebobbyrednecker Aug 7, 2015 1:25 PM Flag

    trepalais, you make some good points as do nohypeonlyfacts & ilostmymoneyonwomen, but it sorta sounds like sayin' ESTE is the cleanest dirty shirt in the laundry basket? Sure, thar okay fer now, yet many don't see a bottom or a sustained price rise in the black gold fer an extended period. Thus iffen yer not in, well you stay put. Or iffen yer in you may want to average down. Right now thars no clear signal that the coast is clear and "all aboard". I believe tis a waitin' game my friend and will patience prevail, or will investors get angry and bail?? Lets spose that prices are pert near $50/barrel a year from now, how much a that cash piggy bank will be left to service wells or to acquire assets?? Maybe I'm a tad too cautious, but I been through some boom--bust periods befer and sometimes sittin' on yer hands is safer.

  • Reply to

    One year chart: August 8, 2014

    by unclebobbyrednecker Aug 5, 2015 2:06 PM
    unclebobbyrednecker unclebobbyrednecker Aug 6, 2015 9:26 AM Flag

    Fellar, that was good post. Very true. My argument is this price weakness could last longer than any of us think, and iffen so, thar will be bankruptcies and firms on the edge of bankruptcy. ESTE may be fortunate in that they will be "treadin water" here fer a spell. That's why my argument from months ago was that it is dead money. My question is how much cash will they burn through durin' this period a weakness? Maybe enough that those acquisitions you speak of may not be affordable? Will they use some a that cash to buy back shares? Will they be acquired at a price earlier shareholders will resent? Sure, I'd like to have some shares as I was an investor twice in thissen. Right now I'm happy to be on the sidelines and that has been the right move in my view. Unless somethin' big happens thissen will be dead money fer anothern 6 months. I don't have any idea where the bottom is, but my wallet is ready.

  • unclebobbyrednecker by unclebobbyrednecker Aug 5, 2015 2:06 PM Flag

    ESTE was $35.04.................now $14.84 on August 5, 2015...............fellars the fall in price has been stunning! Oh Boolean, where art thou?

  • Reply to

    Exxon & Chevron gettin' hammered today.

    by unclebobbyrednecker Jul 31, 2015 12:58 PM
    unclebobbyrednecker unclebobbyrednecker Aug 5, 2015 10:01 AM Flag

    Better to be a smart fellar thn a phart smeller????

  • Reply to

    Exxon & Chevron gettin' hammered today.

    by unclebobbyrednecker Jul 31, 2015 12:58 PM
    unclebobbyrednecker unclebobbyrednecker Aug 4, 2015 8:39 AM Flag

    nohypeonlyfacts, another part a the problem here is some outfits have to keep perduction goin' to pay down thar debt or meet payment schedules so they keep pumpin' and inventories remain high thus keepin' prices depressed. Even with gasoline at around $2.70 people are watchin' thar trips, car poolin' and doin' sevral things on one trip. This keeps demand down as well. Not sure how long this will last, or where the bottom might be. Still on the sidelines.

  • unclebobbyrednecker by unclebobbyrednecker Jul 31, 2015 12:58 PM Flag

    Fellars the truth is startin' to hit home. Lower oil prices are hammerin' the bottom line a many a the majors. I suspect that will happen here with ESTE as well. Not bein' negative, but the facts will eventually come to light. My call to $19.75 by June 30 was almost spot on and as I said befer, I suspect we could see $16.00 (roughly the price back on the 10 fer one split when BSIC was $1.60) on ESTE at some point in the near future. Now we have more revnue, but 10 times as many shares as well. All them newsletters hyping oil & gas from two years ago are now eatin' thar shorts soterspeak. Those that shorted are eatin' prime rib. Oh Boolean, where art thou??????

  • Reply to

    Gad a complete idiot

    by blue567879 Jun 24, 2015 12:26 PM
    unclebobbyrednecker unclebobbyrednecker Jul 31, 2015 9:26 AM Flag

    daazaak. much obliged on the response. You make some very valid points, especially bout them quarterly reports. You'd think Gad would want that info out in the open. Fellar, it does cost to list on the exchanges and I reckon in a slight defense a Gad that maybe conservin' cash was more important than a listin' fer now or havin' to pay some auditin' firm some big bucks to make sure the numbers reported were valid. I do think Gad is makin' an attempt to pick up the pieces after Kidston and friends ran SEDN into the ground with poor decisions. My guess is that perhaps in a year or so Gad might relist SEDN once them legacy debts are under control, maybe in 2017? As fer Gad and his "buffetisms" I say show me the money. Am not convinced the fellar is even a micro-Buffet. Perhaps time will tell. Iffen the fellar can save both SEDN and PGNT then I'll saddle up with the "Knight-From-Georgia". Right now we ar in limbo until it all unfolds............watchin' from the sidelines.

  • Reply to

    Gad a complete idiot

    by blue567879 Jun 24, 2015 12:26 PM
    unclebobbyrednecker unclebobbyrednecker Jul 30, 2015 1:35 PM Flag

    daazaak...........You can see what happened to PGNT's stock price from the investment in SEDN.............Gad needs to make SEDN profitable or PGNT will continue to suffer. I sorta believe that PGNT and SEDN are now tied to the hip soterspeak. Iffen Gad lets SEDN circle the toiletbowl, then so does PGNT and his investment. I believe he is more concerned with SEDN right now than PGNT, and perhaps rightly so?

  • unclebobbyrednecker unclebobbyrednecker Jul 29, 2015 12:23 PM Flag

    lou, you made a nice call on this months ago so congrats on that and I hope you wernt burned by the price slide. Nowthen with revnue pert near down $192 million the first 6 months a the year in 2015 versus 2014 that orter tell you demand fer the product is down. We both know the steel biz is way down right now and iffen the demand is not thar, well a compny that acquires another genrally looks fer "synergies"...........sorta a fancy term fer layoffs and/or asset sales to boost performance. That's my take as the acquirer probly won't to see this revnue shortfall go on and on affectin' the bottom line(i. e. losses). Cut costs (layoffs when demand aint thar) or unwind non-productive assets tends to be the solutions an acquirer does. Jest my 2 cents worth lookerin' don the road.

  • unclebobbyrednecker by unclebobbyrednecker Jul 29, 2015 8:58 AM Flag

    Fllars the bleedn' continues jest as we reckoned it would. Now as bad as befer, but I reckon they gots a ways to go befer they go into the black. I believe BAM jest got bammed up side the head? Makes a fellar wonder iffen thars gonna be added layoffs and maybe some asset sales in the cards? Steel market is in the tank right now and I jest don't see a quick recovery here fellars. Dead money fer a spell in my view. Maybe them bigshot fellars that sold out were in the know?