Seeking Alpha
  • bullchin
    GTI Motley Food article: Stay away from Steel slide.
    9/6/12
    Reply (10)
    • Arkeh Capital: Again, scrap steel is not stored, the price drops and then it is recycled - in mini mills that burn graphite electrodes.
      9/7/12
    • Arkeh Capital: GTI is unexpensive on BVPS and goodwill is not impaired. They still by needle coke from third party on expiring contracts and 2/3 their GE
      9/7/12
    • Arkeh Capital: capacity could guarantee 100% capacity use at Seadrift. This this is dirt cheap.
      9/7/12
    • bullchin: needle coke is cheaper from china and heard that they had to idle their plant so their capacity is 70% at best.
      9/7/12
    • bullchin: would considered cheap if purchase order for 2013 exist but for now only high expense with decreasing revenue
      9/7/12
    • Arkeh Capital: GTI is still honoring purchasing obligation under an expiring long-term purchasing agreement with former supplier. Just stop talking down
      9/8/12
    • Arkeh Capital: the stock. It is nothing but trading strategy of getting people out of a stock that is an excellent investment.
      9/8/12
    • bullchin: How would that be excellent investment when all the financial ratio indicate weak financial? Stock down 50% in less than 12 months?
      9/10/12
    • bullchin: Management is not buying stock so very little confidence on their part. They will idle plant as well
      9/10/12
    • Arkeh Capital: Sorry, answer see above!
      9/10/12