Seeking Alpha
  • Gloria Kessler
    $GTI Hammer. Your on the money with price target to be 6. My respect to you and your quantitative analysis. Good Job
    2/27/13
    Reply (9)
    • ArKeh: GS will certainly put their most senior analyst on a small cap. LOL
      2/27/13
    • The_Hammer: GS rates sell now. typical call. What hedge fund client needs volume to cover short?
      2/27/13
    • The_Hammer: q1 2013 ebitda 30-40 mil guidance. why so low?
      2/27/13
    • ArKeh: need to sell electrodes produced at higher 2012 needle coke price and still have costly needle coke pre price cut on bord (that is one-off)
      2/27/13
    • ArKeh: Cheaper to acquire GTI as market leader and backward integraded low cost producer than to put new capacity into an oversupplied market
      2/27/13
    • Gloria Kessler: I believe China will be the new leader in low cost producer than GTI. GTI has lost its market share already. They started to make chg 2012
      2/27/13
    • Gloria Kessler: JP Morgan also put a sell recommendation.
      2/27/13
    • The_Hammer: it appears to be industry supply issues in the near future. what makes it worse is that china does not care if they make a profit. bad news
      2/27/13
    • Gloria Kessler: Agreed. They want to be market leader at all cost.
      2/27/13