SGL
Strategic Global Income Fund  |  NYSE
    easyrob
    16 Oct 2015
    $SGL whats up with the planned liquidation followed by an increase in distribution ?
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    Arkeh Capital
    8 Nov 2012
    ... Price increases for graphite electrodes (SGL 9%, BAM 8%) will stick.
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    Arkeh Capital
    8 Nov 2012
    SGL run down inventory as production now would be on higher needle coke, there is a good Chance for Price stability or slight increases ...
    Arkeh Capital
    8 Nov 2012
    BAM: SGL-Carbon expecting slightly lower needle coke Prices for next year. Competition and steel demand to determined whether announced ...
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    Arkeh Capital
    8 Nov 2012
    BAM competitor SGL-Carbon (Germany) very well booked for graphite electrodes in Q4 this year (conference call ongoing)
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    Arkeh Capital
    25 Sep 2012
    BAM: 208 contract NOV Call Strike 10 bought
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    Arkeh Capital
    25 Sep 2012
    Shorties face risk of BAM coming out with similar price hike as SGL Carbon, even prior to result release
    Arkeh Capital
    24 Sep 2012
    BAM. 263 Mar call contract strike 10, and 83 strike 10 oct
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    Arkeh Capital
    25 Sep 2012
    (price hike in graphite electrodes by SGL Carbon)
    Arkeh Capital
    24 Sep 2012
    BAM competitor SGL-Carbon, 2nd largest producer of graphite electrodes announced 9% price increase due to raw material costs.
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    Arkeh Capital
    24 Sep 2012
    Price increase at SGL explicitely aimed at recovering margins. Latest comments from BAM
    Arkeh Capital
    18 Apr 2012
    Auto demand (Magna) suggests better ZOLT capacity use and pricing power in future. Will Magna underpin business relationship with stake?
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    Arkeh Capital
    18 Apr 2012
    Forget DCF valuation, etc; U have only some Jpn players, SGL Carbon, Cytec, HXL, Formosa. IF Auto or Part OEM can cut competitor off from
    Arkeh Capital
    12 Apr 2012
    ZOLT: BMW paid 50%+ premium on fair value of SGL-Carbon to fend-off potential VW-Bid. Magna MC-OLD is 10.4bn, ZOLT<0,4bn (2x SGL's CF capacity)
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    Arkeh Capital
    31 Jan 2012
    Gurit CF-prepreg capacity fully utilised until summer (win of GE as CF-prepreg customer); ZOLT ;SGL are 50k-CF suppliers; Discl: Long Zolt
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    jason2788
    31 Jan 2012
    wuz dat engrish?
    Arkeh Capital
    22 Aug 2011
    BAM competitor SGL raised prices for all new GE orders to 7300$/mt last Friday (SGL 6300$/mt in May; GTI 6900$/mt in July).
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    Dividend Sheet
    24 Jun 2011
    15 High Yield Dividend Stocks With New 52-Week Highs ++ http://t.co/2QmqnaT ++ $NLY $NYMT $HAV $HMH $HPF $JHS $HSA $SGL $HYB $FTF $SPKKY $BDF
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