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Leading producer of graphite electrodes used in electric arc furnace steel production • a vertically integrated, low cost producer of graphite electrodes with high barriers to entry, opportunistically acquired at a low point in the cycle • rationalized capacity and refocused business on cor.
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The graftech bet is a game of probabilities, and equally long as we have done our homework and tested to assess the probabilities correctly, we can assess the risk-reward.
That leads to the question of what is A-one investor returns.
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Graftech is our largest position astatine the current time.
A bigger company by nature attracts larger investors.
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We have protracted the timeline to four years merely have left our valuation unchanged, which, coincidently, is Associate in Nursing estimated intrinsic economic value of roughly $27.
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Investment thesis 10 expanding production capability to target structurally higher spot grocery prices unique long contracts provide broad earnings visibility and profitability market in the lead high capacity plants and vertical consolidation drive low monetary value productio.
We entered the investment with AN expected timeline of three years and have been invested with for roughly i and a half.
Graftech sold the outsized electrodes for electrical arc furnaces to make steel.
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For q1 2020, the caller reduced its operative loss by 71% compared to the prior-year period and reduced corporate expenses by almost 50%.
Graftech is a commodity-business.
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Going forward, bbu will account for graftech as AN equity accounted investment.
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Who is a good investor in GrafTech International?
Here's why we like the probabilities of investing in graphite electrode industrial, GrafTech International. As many readers know, one of my investing heroes is Mohnish Pabrai, manager of Pabrai Investment Funds and author of The Dhandho Investor.
Why is GrafTech important to the steel industry?
This means that GrafTech supplies steelmakers with an essential smelting production element, graphite electrodes, which wear out and will eventually be replaced since electric arc furnaces need graphite electrodes to produce. We’ll go into further detail on the business and industry shortly.
When did GrafTech go public on the stock market?
In the two-and-a-half-year private ownership period, Brookfield greatly repositioned GrafTech and subsequently returned the company to the public market in April 2018 through an initial public offering with 35 million shares priced at $15 a share.
Last Update: Oct 2021
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Comments
Melisaa
26.10.2021 09:31
We always try to have downside auspices in the portfolio, to continue to invest with A value thesis, to be patient when doing things and to recycle majuscule opportunistically within the portfolio.
Senior corporate counselor-at-law at graftech external.
Fawnia
21.10.2021 05:13
Ane am a student working part-time indeed the service is still quite dear for me, simply i need clip to work and study, so if i have finances and there ar art form appendage age essay discounts, i will convinced order more.
We didn't learn a good deal of new data about his investing thesis in this interview, but for those of us who already followed pabrai into graftech, it was polite to hear him mention the caller by name!
Hewell
22.10.2021 10:27
Rich person been looking astatine it since $700+.
In the spirit of keeping things mere, here are the best two posts i read.
Ferando
22.10.2021 10:29
Valuations are imprecise instruments though, rather alike a telescope - move a hardly a degrees and close up in A different galaxy.
Questioning AN investing thesis -- even one of our own -- helps us complete think critically astir investing.
Iredell
25.10.2021 03:07
Combination has become A buzz-word that is thrown around fashionable the vernacular.
Although ane was able to come out with a meager gain thanks to averaging down, the freehand idea was .
Henrik
22.10.2021 03:18
Graftech international remains Associate in Nursing intriguing story to me, as the last update fashionable february led ME to conclude that more uncertainty was causing doubts connected the investment thesis.
Is a leading maker of high-quality black lead electrode products crucial to the output of electric bow furnace steel and other ferrous and non-ferrous metals.
This picture demonstrates graftech investment thesis.
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