• Arkeh Capital
    BAM competitor SGL-Carbon, 2nd largest producer of graphite electrodes announced 9% price increase due to raw material costs.
    9/24/12
    Reply (5)
    • Arkeh Capital: SGL, other than BAM, is not backward integrated on needle coke. They are, to my knowledge, however contemplating similar strategic moves.
      9/24/12
    • Arkeh Capital: Price increase at SGL explicitely aimed at recovering margins. Latest comments from BAM
      9/24/12
    • Arkeh Capital: were for normal inventory at clients, they were keen on reducing inventory in H2 (in my view also with the aim to protect pricing power)
      9/24/12
    • Gloria Kessler: Translate to BAM stock price dropping
      9/24/12
    • Arkeh Capital: Translates to shorties losing control over share price :0)
      9/24/12