Seeking Alpha
  • ArKeh
    GTI: 208 contract NOV Call Strike 10 bought
    9/25/12
    Reply (10)
    • ArKeh: http://bit.ly/PDE0pd
      9/25/12
    • ArKeh: Last year's Q3 release was on Oct 27. Nov calls thus covering the event. Open interest is meanwhile 3300 contracts or 330k shares, rising.
      9/25/12
    • ArKeh: Likely trading strategy is likely covering shorts ahead of the event rather than staying short into the numbers with call strike c10% north
      9/25/12
    • ArKeh: Shorties face risk of GTI coming out with similar price hike as SGL Carbon, even prior to result release
      9/25/12
    • Gloria Kessler: Speculation wildcat bet for low cost long odds. Texan style
      9/25/12
    • Gloria Kessler: Only to implode 2008
      9/25/12
    • ArKeh: Oh yes, only period stock was lower was between Oct 2008 and May 2009. Very comparable to the current state of the overall market.
      9/25/12
    • ArKeh: Leaving all positive developments aside: backward integration on needle coke, thermal management solutions for consumer electronics, ...
      9/25/12
    • ArKeh: ... solar product portfolio, fuel cell and nuclear solutions etc. and growing scrap steel supply in developing countries
      9/25/12
    • Gloria Kessler: How much revenue do you think what you mention will generate for 2013?
      9/26/12