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GrafTech International Ltd. Message Board

unclebobbyrednecker 14 posts  |  Last Activity: Apr 28, 2016 9:33 AM Member since: Jul 25, 2007
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  • Reply to

    Pressure must be building

    by remotop Mar 8, 2016 11:30 PM
    unclebobbyrednecker unclebobbyrednecker Apr 28, 2016 9:33 AM Flag

    Fellar, I doubt Constellation would pay more than 3 times book value............stock is around 4 times book value right now iffen that $36.33 figure on Yahoo is correct. Who's gonna pay a fat premium when other craft beer makers and new wineries are makin' inroads to the market and cuttin' into sales??? The prospects a double digit sales volume growth seems slim right now, so why would someone pay a hefty premium fer SAM in an environment signallin' slow to flat growth????

  • unclebobbyrednecker by unclebobbyrednecker Apr 25, 2016 9:08 AM Flag

    Gots my finger on the trigger and the hammer pulled back............but will wait fer the $150-$155 area...........too much competition with wine and othern craft brewers. Plus a lot of fellars and missys won't pay $38 fer a case. Watch, listen..............learn.

  • unclebobbyrednecker unclebobbyrednecker Apr 25, 2016 9:05 AM Flag

    You gots to be kiddin'? No way, Jose! I called fer the 4155 area back in January and it is gettin' closer but too risky at the current P.E. I will wait fer the $150-155 area and see. Too much competition with wine & othern craft beers. Plus a lotta fellars and missys won't pay $38 fer a case.

  • Reply to

    $155 target gettin' closer!

    by unclebobbyrednecker Jan 15, 2016 8:48 AM
    unclebobbyrednecker unclebobbyrednecker Apr 25, 2016 9:01 AM Flag

    Lookerin' fer $150-$155 soon and that orter be a gooden of an entry point............a decent call fer the $150 area I made back on January 7............not ready to pull the trigger jest yet, but I gots the hammer pulled back!

  • unclebobbyrednecker unclebobbyrednecker Apr 22, 2016 9:46 AM Flag

    Fellars, one thing in my mind is that this arrangement has to lead to some good EPS at some point down the road. Can they do it is the key question? Or can they do it with $40 oil is another? The jury is out thus fer and either until oil prices take a good hike north or perduction increases to the point that they are makin' bacon in a poor environment I don't see this stock goin' anywhere.. Obviously iffen oil was $60 or more per barrel thissen would be a strong buy at this price in my view, but we aint thar yet and ESTE hasn't yet proved thar money makin' pertential.................thus it has been dead money jest like I said 18 months ago.

  • unclebobbyrednecker by unclebobbyrednecker Apr 13, 2016 1:43 PM Flag

    Any ideas fellars?

  • Reply to

    Insiders Ownership and Short Interest

    by true_truth Mar 20, 2016 7:44 PM
    unclebobbyrednecker unclebobbyrednecker Mar 24, 2016 8:56 AM Flag

    Fellar, I suspect the first two quarters a 2016 will have operational losses and am stickin' to my guesstimate that the stock price will dip below $10 by July 4. Iffen those two quarters are losers as I suspect, their size will determine how close to my $10 target the market price will get. At that time, dependin' on any new developments, it could get innerstin'. I believe it will be dead money fer a few more months. As I have said here so many times, it may be a good compny, but it has not been a good stock.

  • Reply to

    Insiders Ownership and Short Interest

    by true_truth Mar 20, 2016 7:44 PM
    unclebobbyrednecker unclebobbyrednecker Mar 23, 2016 12:47 PM Flag

    Doubt it...............Zacks just issued a strong sell and gave ESTE a #5 rankin'..............#1 is the best. Fellar, as long as low oil and gas stays lower fer longer the eps will suffer. No urgent need to buy fer a spell in my view. Safer on the sidelines.

  • unclebobbyrednecker unclebobbyrednecker Mar 11, 2016 8:25 AM Flag

    Fellar, the electrode plant in PA is goin' to be shut down sometime around May 31..............not sure fer how long, but I hear perduction will cease and they will go into maintenance mode. Pert near 140 will be laid off and I reckon at one time they had pert near 250 employees prior to the first layoff a year ago or so. Wonder how long that plant will be mothballed..................an idle asset that ain't makin' money.............or at least not losin' money? Pick yer poison?

  • Reply to

    Preparing For Reentry

    by ilostmymoneyonwomen Mar 2, 2016 8:03 PM
    unclebobbyrednecker unclebobbyrednecker Mar 4, 2016 8:53 AM Flag

    Fellar, thissen has held up well considirin' everthing. I never thought I'd see it this low, yet I never thought crude prices would remain this low for this long. I was in BSIC years ago as well. I think you'll see your $10 at some point and that was a pretty good call. I believe it'll break into single digits by July 4th unless thars a big escalation a the war in Syria or elsewhere in the middle east.

  • unclebobbyrednecker by unclebobbyrednecker Mar 1, 2016 10:06 AM Flag

    Fellars that gonna put the kibash to natgas prices as time moves forward. The forecast is about a warmer than avrage March in the northeast and I suspect that will help keep a lid on crude prices to. Thissen has been lucky to hold double digits and full expect to see it break $10 soon iffen or at least by July 4th as I have said earlier. Lower fer longer is provin' to be the case with crude wellhead pricin'. Optimism is gettin' a gut punch by reality. Call it optimisery. Loans and innerst have to be paid back and the longer Texas tea stays below $40 the margins keep gettin' squeezed. ESTE has held up better'n I thought, but reality is knockin on the door. I don't see any hurry to get in here right now, unless a war breaks out in the middle east particularly a big escalation in Syria to involve multiple alliances hat sport huge firepower.

    New 52 week low today a $11...............singe digits ahead at some point in my view.

  • unclebobbyrednecker unclebobbyrednecker Feb 24, 2016 9:18 AM Flag

    But, will the bottom of the cycle lookylike the bottom of a hockey stick?? Maybe this bottom will last another 6-9 months??? Fellars, I still feel comfy on the sidelines. I still feel thars a chance thissen'l break $10 by July 4.

  • Reply to

    ilostmymoneyonwomen

    by unclebobbyrednecker Aug 12, 2015 3:13 PM
    unclebobbyrednecker unclebobbyrednecker Feb 8, 2016 9:12 AM Flag

    Gettin' closer.............I thought you were full a it, but I think your call about $10 could be seen at some point this year. I may dip my toes in at that point. I saw where 42 smaller oil compnies went kaput in 2015.

  • Fellars, what the heck is this guy thinkin'????? Nothin' like a kick in the face when yer down on yer knees. Lets hope the Congress tells'em to stuff it. YIKES, what is goin' on in the White House fer thissen lame duck?? Pert near 11 months to go befer the dude........er .............dud is outer office.