$7.82 $0.12 (1.6%)

04:15 PM EDT on 07/02/20

GrafTech International Ltd. (NYSE:EAF)

CAPS Rating: 5 out of 5

Current Price $7.82 Mkt Cap $2.1B
Open $0.00 P/E Ratio 3.31
Prev. Close $7.82 Div. (Yield) $0.27 (3.4%)
Daily Range $0.00 - $0.00 Volume 182,800
52-Wk Range $5.56 - $14.84 Avg. Daily Vol. 1,402,797

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15 Outperform
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Top NYSE:EAF Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

ERojo (< 20)
Submitted October 23, 2019

FROM Massif Capital 2019Q3 letter:PROS:EAF is trading at 4x earnings and has a 22.4% free cash flow yield.The threat of Chinese production of graphite electrodes is on par with those produced by EAF is limited by their inability to consistently… More

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NYSE:EAF VS S&P 500 (SPY)

NYSE:EAF Summary

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Recent Community Commentary

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Recs

0
Member Avatar LukeCrumb (98.21) Submitted: 1/3/2020 11:20:55 AM : Outperform Start Price: $11.05 NYSE:EAF Score: -25.85

They have their own source of supply keeping cost in check, they have locked in demand with contracts with large profit margins for the next few years while still holding a low P/E. Price depresion is likely an over reaction to China. This leads to a low down side risk (priced in) and a high upside potential.

Recs

1
Member Avatar ERojo (< 20) Submitted: 10/23/2019 8:50:50 AM : Outperform Start Price: $11.79 NYSE:EAF Score: -38.01

FROM Massif Capital 2019Q3 letter:
PROS:
EAF is trading at 4x earnings and has a 22.4% free cash flow yield.
The threat of Chinese production of graphite electrodes is on par with those produced by EAF is limited by their inability to consistently produce high-quality petroleum Needle Coke, a significant bottleneck that is under appreciated by the market. Most Chinese electrodes are made from a needle coke derived from coal, which is not equivalent to needle coke derived from petroleum. Petroleum needle coke, the precursor to electrodes that Graftech uses, requires decant oil (sometimes called Fluid Catalytic Converter Slurry) from a petroleum refinery, and the refinery needs a dedicated needle coke coker
CONS:
US-China Trade War puts downward pressure on businesses related to steel and copper
Geopolitical uncertainties
Recession
Graftech shares a similar majority owner to Teekay Offshore in Brookfield Business Partners (BBU).

Recs

0
Member Avatar skunkaroo (< 20) Submitted: 5/7/2019 9:27:16 PM : Outperform Start Price: $11.91 NYSE:EAF Score: -42.34

Great fundamentals

Leaderboard

Find the members with the highest scoring picks in EAF.

Score Leader

sscrapeZacks

sscrapeZacks (< 20) Score: +15.01

The Score Leader is the player with the highest score across all their picks in EAF.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
kkconway 99.04 5/21/2020 Outperform 5Y $6.72 +16.36% +5.64% +10.71 0 Comment
hungarian1 29.85 2/24/2020 Outperform 5Y $9.38 -16.62% -3.79% -12.83 0 Comment
WiseChoice4u2 62.14 1/31/2020 Outperform 5Y $10.80 -27.57% -3.68% -23.90 0 Comment
LukeCrumb 98.21 1/3/2020 Outperform 3Y $11.05 -29.23% -3.38% -25.85 1 Comment
cheev 99.98 1/3/2020 Outperform 5Y $11.11 -29.60% -3.57% -26.03 0 Comment
FoolDiligence < 20 8/14/2019 Outperform 3Y $10.64 -26.51% +9.17% -35.68 0 Comment
ERojo < 20 10/23/2019 Outperform 5Y $11.79 -33.67% +4.35% -38.01 1 Comment
Smiley81 < 20 10/28/2019 Outperform 5Y $12.11 -35.44% +2.93% -38.37 0 Comment
skunkaroo < 20 5/8/2019 Outperform 1Y $11.91 -34.33% +8.01% -42.34 1 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. jjhegi < 20 10/1/2019 Outperform 3Y $12.62 -38.05% +5.51% -43.56 0 Comment

Wall Street

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