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Player Avatar joryko (95.44) 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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