• bullchin
    A growth stock is measure by how much you pay for estimate earning growth of next year. BAM never provided estimate of 2013. Be very afraid.
    9/4/12
    Reply (11)
    • Arkeh Capital: BAM will never be a growth stock. It is a value stock with good management, solid margins, and depressed earnings in 2012 due to weak revs..
      9/4/12
    • Arkeh Capital: ... at start of year as steel clients did burn little electrodes in Q4 and bought a lot due to 15% price hike at start of this year. 2012
      9/4/12
    • Arkeh Capital: is hence 100% fixed costs on very depressed top-line in steel, sharp drop in solar sales were you get replacement demand in 2013 on top of
      9/4/12
    • Arkeh Capital: STRONGER graphit electrode volumes and ongoing consumer electronics momentum.
      9/4/12
    • Arkeh Capital: This company is 125 years old. What about thinking of undervalued assets? Goodwill is Seadrift, and Seadrift is fine, so 4get about the 5.8
      9/4/12
    • Arkeh Capital: tangible net assets. They just announced the development and start of commercialisation of subpreme quality needle coke at Seadrift and
      9/4/12
    • Arkeh Capital: Seadrift has lots of space for capacity expansion. So goodwill is not impaired in my view and stock dirt cheap on net asset value.
      9/4/12
    • bullchin: True about capacity but they still can't produce cheaper than China and Korean joint venture
      9/4/12
    • bullchin: Plus long term debt just increase by 100 million this quarter versus last quarter.
      9/4/12
    • bullchin: I must admit, you are very well verse and thank you for that
      9/4/12
    • Arkeh Capital: Last quarter was the buld of the share buyback
      9/4/12