Seeking Alpha
  • ArKeh
    $GTI is a core Investment that varies in size. I add low and sell high, but I am always invested. I am buying the assets (not earnings)
    2/22/13
    Reply (18)
    • ArKeh: By the way, did you cover in time last time or did you feel the pain of the short-squeeze? I
      2/22/13
    • ArKeh: This is only one reason to be invested: http://bit.ly/15BQKFd
      2/22/13
    • The_Hammer: why so bullish? the company is highly indebted and cap ex spend is beyond depreciation? not at all impressed with mgt.
      2/22/13
    • ArKeh: Debt is share repurchases and inventory built. Inventory built is reflecting backward integration of needle coke with Seadrift takeover.
      2/23/13
    • ArKeh: Management is excellent. Market is challenging so. That is when you invest. Trading is a different issue.
      2/23/13
    • The_Hammer: leveraging a cyclical business and using debt for buyback bad move. spending big on emerging material where excellent potential exists
      2/23/13
    • ArKeh: Not willing to discuss this nonsense
      2/24/13
    • The_Hammer: Non-sense? you have said nothing. $600 Mil + in debt and little cash. A global slowdown and falling ebitda. what if we go into recession?
      2/24/13
    • The_Hammer: $5 here we come. what is it that u are so bullish about? is it the emerging solutions division? is it the industrial business?
      2/24/13
    • The_Hammer: 2012 projections 120-130 mil Cap Ex, Dep 80-100 Mil, Cash from operations 100-110 Mil. Neg FCF and more debt added. when does it reverse?
      2/24/13
    • Gloria Kessler: Management just sold stock last month, shouldn't you?
      2/25/13
    • Gloria Kessler: As a result with of meeting earnings, they were given a bonus. Imagine if their bonus is tied to the stock
      2/25/13
    • Gloria Kessler: ABSOLUTELY to the Nail Hammer. Using debt for buy back was bad move. Management did it to make EPS in line with guidance they provided
      2/25/13
    • The_Hammer: the stock has not done anything in years. a slowdown in china is occurring. are they not 40% of global steel demand?US due for a recession
      2/25/13
    • ArKeh: Gloria always comes up with comments before the stock is to bounce. Let's see this time. Results tomorrow and guidance are low expectations
      2/25/13
    • ArKeh: China, by the way, is BOF steel, mainly
      2/25/13
    • The_Hammer: understand u trade it, but why is it a core position? what is your main thesis to own?interesting emerging solutions buisness
      2/25/13
    • Gloria Kessler: GTI going to 5 with bleak outlook as revenue and cash flow weaken
      2/25/13