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GrafTech International Ltd. (EAF)
NYSE - NYSE Delayed Price. Currency in USD
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194 reactions on $EAF conversation
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Brookfield reducing their majority position is a good news for the long holders here.
Every tesla s class contain 85 kg of graphite. This is an ev stock. Amazing price
grinding up to $14
The secret ev stock
Great moat to this company and great trustworthy management, and best of all its selling cheap to earnings
finally some life...
Here we go...charts are suggesting we break out towards $14!
Canada’s Warren Buffett, Prem Watsa initiated a position! Bought close to 900,000 stocks.
Weird signals...debt good, stock bad...thankfully much more debt than stock. But neither move seems to be related to capital structure so ignore that sentence
wonder when should the price start rising.
Why is this stock so low it has a P/E ratio of only around 4.
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GrafTech is up 7.76% to 9.30
I’d have to say that this quarter was pretty impressive. Given everything that’s going on, the fact that counter parties enacted force majeure that effectively recycles this period to the end of the line is almost a wash in a world with 0% interest rates. Graftech has also right sized production down below sales to insure inventory destocking. Frustrating that they didn’t prioritize debt reduction sooner. I hope Brookfield learns from their mistake and realizes that treating free market participants with more respect and openness pays off in the long run (higher average market price for their off loading sales). I would initiate a position at this price, or add (in my case). This company has stronger operational management than the market is giving it credit for.
Why did Brookfield Capital Management sell nearly $100 million of this stock?
I was invested in the original company, ticker GTI. When they sold it to Brookfield, it was only valued at a couple or 3 hundred million dollars. This new incarnation is valued at $5.6 billion. Can someone explain?
Negative movement today is from a downgrade on BMO markets behalf. Sometimes it just be like that ♂️. I don’t think I’ve yet to buy or sell anything based on analyst remarks.
I think this stock is going to fall through the floor at this point. I would guess all the free cash flow will be used to buyback shares from Brookfield at this point. Since they are retired, their % ownership stays the same. Looks like a win win for them, not sure about anyone else however . . . . .
Buy backs can be so strange to model. Now that everyone has soured on the stock, it becomes cheaper, and the buy backs become more valuable. I think this investment (medium term) is very dependent on the price of petcoke/electrodes in 2023 when the contracts wear off. If their stock remains cheap, and they maintain around $600M FCF from the contracts, then if the company is earning half what they earn now, you’re looking at around $1.75 earnings per share (mainly because of the buy backs). That’s a price of $17.5 a share at a 10x multiple, so that’s around 16% a year not including the dividend (plus significant debt reduction). It’s a more plausible outcome than extreme doom or extreme positivity - but other scenarios could easily play out.
Thoughts!? Gimme thoughts about this company!
There's a pretty scathing article on Seeking Alpha about EAF as well as A management company who hasn't been happy with this name. Both quite minor reasons for the drop. Perhaps a pullback from yesterday that went too far. I just bought more.
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