GrafTech International (EAF)

October 14, 2022

GrafTech Fails to Deliver; After Completely Revamping our Model we Maintain SELL Rating & Cut Our PT

By Gordon L. Johnson II

Read More >>

May 16, 2022

Cutting PT to $4.93-shr Due to Budding “China Risk” & Loss of L-Term Contracted Biz; Reiterate SELL

By Gordon L. Johnson II

Read More >>

July 20, 2021

With Current Graphite Electrode S-D Dynamics, is GrafTech Slated to Underperform its Peers in 2H21?

By Gordon L. Johnson II

Read More >>

January 10, 2020

FIRESIDE CHAT w- GE TRADER: What Should One Expect for “Western” Graphite Electrode Prices in 1H20?

By Gordon L. Johnson II

Read More >>

October 10, 2019

Are Petroleum Needle Coke Prices Falling & Is There Risk to Graphite Electrode Prices N-Term?

By Gordon L. Johnson II

Read More >>

September 20, 2019

In The “New World Order” for Graphite Electrode S-D, Prices Have ~25% More Downside Thru ’20

By Gordon L. Johnson II

Read More >>