Added to YB: 2025-06-03
Pitch date: 2025-05-31
EAF [bullish]
GrafTech International Ltd.
-41.55%
current return
Author Info
No bio for this author
Company Info
GrafTech International Ltd. manufactures graphite electrode products worldwide. The company offers graphite electrode products for the production of EAF steel and other ferrous, and non-ferrous metals; and petroleum needle coke products.
Market Cap
$172.2M
Pitch Price
$11.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.17
P/E
-0.79
EV/Sales
2.24
Sector
Electrical Equipment
Category
turnaround
GrafTech's Turnaround Potential
EAF: Graphite electrode manufacturer positioned to rebound as pricing cycle bottoms. Directors & competitors buying. Benefits from US steel production shift requiring arc furnaces that only EAF supplies. Vertically integrated with needle coke ops, lowest-cost producer. Leveraged balance sheet offers significant upside at current low valuation.
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