Seeking Alpha
  • ArKeh
    GTI: following document describes positioning of GTI subsidiary Seadrift in needle coke market. http://1.usa.gov/QfrKK0
    9/27/12
    Reply (6)
    • ArKeh: Seadrift is a very important and strategic asset for GTI and GTI can secure full capacity use over time. => impairment unrealistic, ....
      9/27/12
    • ArKeh: ... and this is the very core of the short case.
      9/27/12
    • Gloria Kessler: Translate to 2013 revenue estimate, please!
      9/27/12
    • ArKeh: Gloria, you know nothing about this company but the sell bottom on your desk. You would not even know that top line depends on whether more
      9/28/12
    • ArKeh: needle coke is sold to third parties or used internally. If used internally you end up with less turnover but significantly higher margin
      9/28/12
    • ArKeh: ... and the margin expansion comes with a timelag due to the production and time to sale of the electrode.
      9/28/12