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  • ... versus earlier expectations is that the right read on that? Craig Shular Yeah. ... of costs outside of needle coke, right? What visibility do you have on ... getting close to whatever it is right now. Craig Shular Morning Shiraz. ...
  • ... Just a couple of questions right off the bets, regarding characterization, ... pretty positive ramifications, is that right? Craig Shular Yeah, that's ... - KeyBanc Capital Markets All right, guys. Thanks. Craig Shular Thanks. ...
  • ... that's the general, all right? Michael Gambardella – JPMorgan Right. Craig ... increase everybody. Michael Gambardella – JPMorgan Right, sure. No, I understand it ... is from a pricing perspective right now? Craig S. Shular Mark ...
  • ... mid year or so again, right? Craig Shular No Yvonne, those ... around the variability. The environment right now is that variable. Yvonne ... probably expect declining performance there, right, year-over-year? Mark Widmar Well, we ...
  • ... customers in virtually every industry right now de-stocking and pulling money ... committed on supply. But historically, right, you’ve built the electrode ... that book-building process, you’re right—usually we would really gain ...
  • ... high quality electrode so they play right through our sweet spot. So Russia, ... do you think about the credit right now, just the total availability? We ... the end, after we converted it, right? Sam Martini - Cobalt Capital I ...
  • ... great opportunities around our table right now. Unidentified Analyst Okay, well ... of the industry capacity utilization right now, it's always something ... President and Chief Executive Officer Right, well, Sam your points well ...
  • ... best global network, positioned on the right counts to service these large global ... our revolver is pretty competitive right now. Sam Martini - Cobalt ... revenue guidance. Is that about right? Mark Widmar - Chief Financial ...
  • ... been coming down. Where we are right now is kind of plateaued. And ... And what I would say right now, if you take all ... until where it’s at right now, about 42-43%. If ... guidance that we've given right now, our net debt will ...
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