Professional
Added to YB: 2024-03-14
Pitch date: 2024-03-13
EAF [bearish]
GrafTech International Ltd.
+11.87%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
GrafTech International Ltd. research, develops, manufactures, and sells graphite and carbon-based solutions worldwide.
Market Cap
$328.9M
Pitch Price
$19.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
381.97
P/E
-1.61
EV/Sales
2.38
Sector
Electrical Equipment
Category
turnaround
Pernas Research Passes On: GrafTech International Ltd. - $EAF
EAF: Vertically integrated graphite electrode maker; market cap $480mm, price $1.87. Down 50%+ since initial report; needle coke to EV anodes pivot stagnant, years out. China/India supply pressure, expiring high-margin contracts forecast tough times ahead. No buy.
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