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$3.58 -$0.13 (-3.5%)

04:00 PM EDT on 09/21/23

GrafTech International Ltd. (NYSE:EAF)

CAPS Rating: 3 out of 5

Current Price $3.58 Mkt Cap $919.4M
Open $3.64 P/E Ratio 7.15
Prev. Close $3.58 Div. (Yield) $0.03 (0.8%)
Daily Range $3.55 - $3.69 Volume 1,174,583
52-Wk Range $3.32 - $6.74 Avg. Daily Vol. 1,561,759


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17 Outperform
3 Underperform

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2 Outperform
1 Underperform

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0 Outperform
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Top NYSE:EAF Bull/Bear Pitches

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

mdriver78 (64.31)
Submitted July 08, 2021

GrafTech International Ltd. (EAF) is a small company that specializes in electric arc furnaces, helping steel manufacturers use this process as efficiently and effectively in their business.The company has positioned itself as a technology leader… More

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NYSE:EAF Summary

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Recent Community Commentary

Read the most recent pitches from players about EAF.


Member Avatar mdriver78 (64.31) Submitted: 7/8/2021 2:55:17 PM : Outperform Start Price: $10.33 NYSE:EAF Score: -66.51

GrafTech International Ltd. (EAF) is a small company that specializes in electric arc furnaces, helping steel manufacturers use this process as efficiently and effectively in their business.

The company has positioned itself as a technology leader with more than 150 patents and patent applications.

EAF works with steel customers around the world and has experience with steel furnaces in more than 50 different countries.

In addition to providing its own expertise and licensing the patented technology, EAF also provides specialty graphite electrodes that are used in the furnaces.

These electrodes allow the electric currents to pass through the steel perfectly to provide the best efficiency and the highest quality final product.

Selling the electrodes to customers around the world allows EAF to generate recurring revenue from the different steel plants that it serves.

And as manufacturing picks up following the coronavirus crisis, business should increase sharply!

That's why EAF makes for such a great buyout target right now.

As the entire world ramps up manufacturing, steel demand is surging.

Meanwhile, the Biden administration is pushing for more environmentally responsible standards across many industries here in the U.S. (This is a global trend that is changing the way steel is produced from Europe to China and everywhere in between).


Member Avatar Amarante76 (< 20) Submitted: 6/15/2021 10:06:11 PM : Outperform Start Price: $12.08 NYSE:EAF Score: -71.96



Member Avatar ERojo (< 20) Submitted: 10/23/2019 8:50:50 AM : Outperform Start Price: $11.61 NYSE:EAF Score: -113.52

FROM Massif Capital 2019Q3 letter:
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
US-China Trade War puts downward pressure on businesses related to steel and copper
Geopolitical uncertainties
Graftech shares a similar majority owner to Teekay Offshore in Brookfield Business Partners (BBU).


Find the members with the highest scoring picks in EAF.

Score Leader


TheFall2021 (92.98) Score: +78.70

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

Member Name Member
Call Time
Score Commentary
TheFall2021 92.98 1/21/2021 Underperform 5Y $10.70 -66.54% +12.16% +78.70 0 Comment
sikiliza < 20 2/13/2023 Underperform 5Y $5.28 -32.18% +5.55% +37.73 0 Comment
Under5b < 20 9/27/2022 Underperform 5Y $4.39 -18.52% +17.22% +35.74 0 Comment
Under5 56.15 8/30/2023 Outperform 5Y $3.52 +1.85% -4.32% +6.17 0 Comment
MylesPatrick 82.15 12/28/2022 Outperform 1Y $4.75 -24.65% +13.13% -37.78 0 Comment
TMFBJCook 37.78 10/4/2022 Outperform 5Y $4.63 -22.72% +15.84% -38.56 0 Comment
JColliganNYC < 20 7/20/2021 Outperform 5Y $10.22 -64.98% +1.34% -66.32 0 Comment
mdriver78 64.31 7/19/2021 Outperform 5Y $10.33 -65.35% +1.16% -66.51 1 Comment
luvnpeas 78.67 6/30/2021 Outperform 5Y $11.24 -68.15% +0.98% -69.13 0 Comment
Amarante76 < 20 6/16/2021 Outperform 3Y $12.08 -70.37% +1.59% -71.96 1 Comment

Wall Street

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