GrafTech International Ltd. (NYSE:GTI)

CAPS Rating: 4 out of 5

The Company manufactures graphite electrodes, products essential to the production of electric arc furnace steel and other ferrous and nonferrous metals. Also manufactures and provides graphite and carbon products, including graphite & carbon materials.

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Player Avatar joryko (98.81) Submitted: 3/3/2013 12:27:37 PM : Outperform Start Price: $10.50 GTI Score: -50.43

Recent sell-off presents a huge opportunity for long-term investors.

- P/B of only 0.7 and very manageable debt
- World leading supplier of graphite electrodes, make 15% of the world's supply
- No alternatives to these electrodes gives them a huge moat
- Faces competition from smaller companies, including China, who produces 65% of the world's supply
- Vertically integrated through its production of needle coke

Waiting to see a P/B closer to 1.5 before I would even consider selling this growing company.

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