GrafTech International Ltd (EAF)

[Goodbuddy4863]

I sold out my Position..

Wait is too long for fruition.

I am in 4K Television and Medical Marijuana now.

I own no shares of this future Big Time winner.

I am too old to wait for the share price to quadruple!

Good Luck to all You Young Folks.

GTI is a great Company with potential in the Graphene[Graphite] sector.

JMHO

[Akrez]

Looking for a solid entry point.

Thoughts?

[Goodbuddy4863]

Nokia,GTI and The Graphene Opportunity:

http://seekingalpha.com/article/1989101-nokia-and-the-graphene-opportunity?source=email_tech_daily_com_equ_4_12&ifp=0


Note:
Very informative Chart was included.



FWIW:
I added GTI to the Mix

[Goodbuddy4863]

I am sticking with GTI for the Long Run.

I realize there was some dumb analyst[Jeffries] that changed a Buy to a Hold Recommendation concerning GTI concerning the Needle Coke supplies.
http://www.fool.com/investing/general/2014/01/17/why-graftech-international-ltd-might-pull-back-in.aspx


That has nothing to do with the reason that I am invested.

I am in strictly invested because of the next generation smartphones and the production of Graphite for making Graphene that will be used inside those Phones.

Why would institutions Hold 108% of the Float.

http://finance.yahoo.com/q/mh?s=GTI+Major+Holders

DUH?

[tradewithzen]

Here are my updated buy levels for GTI.

[tradewithzen]

Here are my updated buy levels for GTI.

[Tonyeight]

goood

[Tonyeight]

very interesting

[Tonyeight]

kool stuff

[Tonyeight]

gm

[Tommy]

$GTI - chart update

[Tommy]

Analyst ratings

http://www.stocktargetprices.com/companies/view/Graftech%20International

[Tommy]

$GTI - ... "GrafTech Reports Third Quarter 2013 Results, Announces Initiatives to Improve Operating Efficiencies and Global Competitiveness

Initiatives will improve operational efficiencies and global competitiveness of our business model, with a targeted $75 million in annual cost savings ($35 million in 2014)
Initiatives expected to be largely complete by the end of the second quarter of 2014
Supply chain efficiencies expected to yield $100 million of cash flow from inventory improvement
Global workforce reduction targeted at approximately 20 percent" ...

http://ir.graftech.com/phoenix.zhtml?c=114451&p=irol-newsArticle&ID=1870736&highlight=

[Tommy]

$GTI - Why Graftech's Breakout Could Signal A Bottom In Steel Sector

http://seekingalpha.com/article/1802982-why-graftechs-breakout-could-signal-a-bottom-in-steel-sector?source=email_authors_alerts&ifp=0

For years, I have told my readers to keep a close eye on the graphite sector. I recently highlighted Graftech (GTI) eight weeks ago and believed the stock was about to make a major move as it was trading below book value around $10. At that time, Graftech's market cap was below its revenue which signaled an excellent value play. Since that time Graftech has soared over 40% while the S&P500 has gained under 7%. Why is the breakout in Graftech so important for resource investors?

(click to enlarge)

The answer may be that Graftech is a bellwether for the entire graphite, steel and industrial materials sector. Graftech is one of the world's largest manufacturers and providers of high quality natural and synthetic-graphite products used in our latest technologies such as lithium-ion batteries in smartphones and laptops.

Graftech recently reported that it had a better than expected quarter and has since risen on huge volume making a bullish golden crossover of the 50 and 200 day moving averages. Many analysts consider this technical phenomenon a major turning point in the medium to long term trend of a company.

Graftech announced that they may see the EU stabilizing and may emerge to return to growth in 2014. Global steel production was down in 2013, but there may be a rise in 2014. We may see a turnaround in the steel sector (SLX) which could support stocks in the metallurgical coal and graphite sector.

I am usually early on my predictions as now Goldman Sachs has upgraded the steel sector and says it is improving with higher demand and declining inventories. Since the 2008 financial crisis the steel, coal and mining sectors have underperformed on weak economic growth. Many steel plants have closed in North America after many quarters of consecutive losses. This has significantly reduced supply.

Graftech believes we are still in a challenging steel market, however, they see a bottom in the global recession. Graftech's breakout may be showing us that the graphite, coal (KOL) and steel market is about to end its downtrend and turn higher.

Graftech and some junior graphite miners should benefit from the upturn in the steel sector. Graphite's use is growing in high tech materials used in smartphones, jets, high efficiency lighting and steel manufacturing.

(click to enlarge)

Graphite prices have risen exponentially in the past decade as China, the large supplier has raised taxes on exports. China may continue to squeeze Western end-users who will continue to look for stable and secure supplies of graphite. Some of the more advanced junior graphite miners which may benefit is Flinders Resources (OTC:FLNXF), Focus Graphite (OTC:FCSMF) and Northern Graphite (OTC:NGPHF), however conservative investors should remember these are all cash flow negative as they are still developing their mines.

Additional disclosure: I have recommended GTI in my newsletter, which means many of my friends and family may own the stock.

[jar0th]

Positive Seeking Alpha article will be good for tomorrow!

http://seekingalpha.com/article/1803042-graftech-international-investors-applaud-the-rationalization-plans?source=google_news

[jay one]

nice run up, i wish i still had a position here, might get back in soon

[BuddyGuise]

GrafTech raised to Buy at Jefferies, shares +6.2%

09:57 AM ET ? GTI

GrafTech International (GTI +6.2%) is upgraded to Buy from Hold with a $12 price target, from $7, at Jefferies, which says a supply-side correction is underway. The firm's view on pricing prospects for graphite electrodes has improved, citing significant capacity reduction from electrode industry leaders such as GTI with further actions likely, recovery of Western world demand in the coming years, and significant cost reductions. Jefferies boosts GTI's FY 2014 EPS to $0.28 from $0.18.

[jar0th]

Parabolic today!

[jar0th]

Awesome day!

[Goodbuddy4863]

GrafTech Intl[GTI] beats by $0.02:

Reports revs in-line, Co lowers top end of EBITDA guidance, Global workforce reduction targeted at ~20% (GTI) 8.01 : Reports Q3 (Sep) earnings of $0.04 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus Estimate of $0.02; revenues fell 5.5% year/year to $303.1 mln vs the $302.93 mln consensus.

http://seekingalpha.com/article/1795212-graftech-internationals-ceo-discusses-q3-2013-results-earnings-call-transcript?part=single

No mention of ramping up Graphite production for making graphene.

Wonder Why?

[BuddyGuise]

Net sales for the Engineered Solutions segment increased 15 percent to $70 million in the third quarter of 2013 compared to $61 million in the third quarter of 2012. Higher sales in our advanced consumer electronics product offerings drove the increase in revenue.

Mr. Shular commented, "Our Engineered Solutions business had its second consecutive quarter of $70 million in sales. We expect the majority of the start-up expenditures to be behind us and therefore target double-digit operating income margins for the segment in the fourth quarter as production ramps up for new products."

Total pre-tax costs for the rationalization plan are estimated to be approximately $105 million, approximately $30 million of which will be cash outlays to be paid in the fourth quarter of 2013 and through the first half of 2014, and funded through working capital improvements in 2014. The remaining $75 million are non-cash costs, which primarily reflect the write-off of assets, and will be expensed throughout the wind-down period. We incurred approximately $18 million of expense related to these initiatives in the third quarter and we expect approximately $51 million of additional expense based on our current estimates to be recognized in the fourth quarter of 2013.

The rationalization plan will also focus on reducing inventory levels across our production network, and along with the completion of the wind-down agreement for third party supply of needle coke to us, is expected to generate working capital improvements of approximately $100 million. The majority of the cash improvement, approximately $75 million, will be reflected in 2014 with the remaining $25 million expected to be realized in 2015. Going forward, we will utilize our advantaged, integrated supply chain to further reduce working capital requirements and optimize cash flow generation.

[HamDxer]

The development of Graphene composite is going to make this stock skyrocket.

[Goodbuddy4863]

Graftech International (GTI) Shares Cross Above 200 DMA:

http://www.forbes.com/sites/dividendchannel/2013/09/13/graftech-international-gti-shares-cross-above-200-dma/?partner=yahootix

[Goodbuddy4863]

GTI and CVV all the way in the future production of Graphite and Graphene.

Enuf Said.

Go GTI

[Goodbuddy4863]

Thank You very much.

I added it to my Favorites List.



BTW:
I bought more shares on Tuesday[Yesterday] at $7.60

[AnonymousInvestor]

INO

[Goodbuddy4863]

GM to Offer Smartphones Wireless Charging in 2014 Cars:

http://www.bloomberg.com/news/2013-08-19/gm-to-offer-smartphones-wireless-charging-in-2014-cars.html

Comment:
Could Graphene be used in a similar way someday?

Can't help but wonder?

[Goodbuddy4863]

Graphene battery tech: charge your smartphone in 20 seconds

http://www.pcadvisor.co.uk/features/tech-industry/3453389/graphene-batteries-what-you-need-know/

"When you make a discovery...you’ve got to be patient’ stated Dr Neil Alford, of Imperial College London, in a recent interview with Channel 4 News. ‘Generally from invention to commercialisation takes anywhere between ten, fifteen, twenty years. In this case I think that there are a number of aspects to graphene that make it amenable to rather earlier commercialisation. I think the flat-screen displays for example, we might see some aspects of that moving in rather sooner, maybe the THREE to FIVE year timeframe.’

While you might not be rolling up your Samsung Galaxy S6 or charging an iPhone 7 in under five minutes, the models that follow soon after them may well offer these features as standard.

Just as the idea of rewinding a film after you’ve watched it seems alien and archaic to a generation raised on DVRs and DVDs, overnight battery charging or cracked screens could well become another curiosity in the museums of the tomorrow.


BTW:
Hope I am here to see this great Innovation take place.

[Goodbuddy4863]

Why Graftech International Is A Deal:


http://seekingalpha.com/article/1654832-why-graftech-international-is-a-deal?source=yahoo



From Article:
"According to Graftech's second quarter earnings report, the IM segment saw sales decline 12% while the ES[Market for Smartphone Production] segment experienced RECORD SALES of $70 million -- up 31% from last quarter and representing 25% of the company's total revenue."

[Goodbuddy4863]

August 20th, 2013

GrafTech International has opened a new factory, expects expansion to continue:

http://www.cleveland.com/business/index.ssf/2013/08/graftech_international_has_ope.html



Looks like this noteworthy News never got out of Cleveland.

Why didn't the Company post a Press Release about the Formal Opening?

[Goodbuddy4863]

Institutional Ownership Stands at 104.76%


http://www.nasdaq.com/symbol/gti/institutional-holdings


GTI stands to have a great Future if You Folks want to hang around and see the explosion.

Sentiment: Strong Buy


BTW:

Doesn't the Public know that IHUB has this Board?

Where are the supporters.

[Goodbuddy4863]

Predictions for Future worth of GrafTech:

http://www.nasdaq.com/symbol/gti/institutional-holdings

Time to Buy More?

[TheFastOne]

Hit fundies/stoich scan

[Khalead Nash]

Going to sky rocket soon

[Goodbuddy4863]

Old Article, but very Futuristic for the Next generation Smartphones coming out:

http://www.bbc.com/future/story/20130306-bend-and-flex-for-mobile-phones/print


Note:
I do not know when it will ramp up,but I have already prepared for this development.

Invested in GTI

[Goodbuddy4863]

GrafTech to Announce Second Quarter 2013 Results:

http://finance.yahoo.com/news/graftech-announce-second-quarter-2013-200700403.html

[Al4343]

I also concur....it will take time for graphene patents to plahy out...meanwhile GrafTechs original business seems to be struggling.

Al

[jay one]

i agree, i sold off my shares to put in a shorter term position, but i will definitely be buying back within next year or so, this will have a great upside when graphene is in play

[brian39]

This one will be a winner if you have a time frame of a couple years, but it looks very weak short term. Steel is still hurting. The other parts of the business appear to be solid, but not big enough to make up for the impact of weak electrode sales. I think you can buy in the mid to upper $5.00s by earnings if there's any more market weakness. The stock appears to be getting sold off at any sign of a rally lately. Weak today with limited holiday weekend trading while market's up big. It's not a good sign. I'd be a buyer under $6.00. GLTA

[Al4343]

I'm still long term interested...ST not so much after the breaach of support. And at high volume...

Al

[jay one]

gti is looking weak now, dont know if i should take a break

[Al4343]

Obviously the market doesn't feel the time for graphene is now. GrafTech has been around and until graphene is marketed apparently they are struggling overall. Neither support held so I am now an observer for signs.

Al

[Goodbuddy4863]

Graphene - What Is It?

http://www.graphenea.com/pages/graphene

Nokia is definitely invested in Graphene.
http://mashable.com/2013/02/02/graphene-nokia/

Graftech[GTI] manufactures Graphite to make Graphene.

They have lots of Graphene Patents.

The Question is:

When will Graphene become the material of choice for Silicon Valley?
http://investorintel.com/graphite-graphene-intel/graphene-valley-silicon-graphene-patents-foretell-imminent-graphene-expansion/

[Al4343]

Though GTI broke thru support at $8 , I will continue to follow it as it tests the $7.50 area (5 yr. support). This is a mture comppany that holdds alot of patents for graphene and bears watching.

Al

[Goodbuddy4863]

I certainly believe You are on to something Friend.

It will just take some time.

[Al4343]

Watch the support @ $8. I show lots of support there, including a five year uptrend.

Al

[Goodbuddy4863]

GTI: Insiders vs. Shorts:

http://www.forbes.com/sites/dividendchannel/2013/06/19/gti-insiders-vs-shorts/?partner=yahootix

Insiders are betting against the shorts..but the shorts are getting the upper hand.

Any good News will drive the price higher.



Note:
This latest News seemed to drive the price per share downward.

[Goodbuddy4863]

I bought more shares this week.

I believe the Motley Fool's article actually helped the share price today.

http://www.fool.com/investing/general/2013/06/12/investing-in-graphene-is-really-hard-should-you-tr.aspx

JMO and looks like a few others too...

[jay one]

SOLID DAY, I SEE $9 ON THE HORIZON

[Al4343]

And technically speaking, the trend is our friend....solid support in the $8.00 area.

Al