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  • JOSEEE2 commented on Rupert Hargreaves's article 02-14 13:00
    Pabrai's GrafTech: What's New?
    Shares in one of Mohnish Pabrai (Trades, Portfolio)'s favorite U.S. equity investments, GrafTech International (EAF), plunged by around 10% yesterday...
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    JOSEEE2 02-14 13:00
    • The demand for Electric Arc Furnace is growing, my question is why are some costumers having issues? Bankruptcy??? 

      Needle coke prices spiked increasing prices to costumers, is that why? My thought is in 2018 companies bought extra inventories to be ahead of the China tariff situation which caused a spike in needle coke prices. I think likely in 2020 we will work off inventory. I am buying EAF because I believe demand will kick in at some point. Right now the China corona problem is not helping or can it cause customers to buy from EAF that haven't before??? I just worry why is Brookfield selling, my thought is they saw the situation and taking profits..... when it drops buy it back at lower levels. what do you all think? 

       

       
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