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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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GrafTech remains a high-risk, high-reward play, essentially a call option on graphite electrode market recovery, with debt extended to 2029 buying time. Despite volume growth and announced price hikes, persistent losses and pricing pressure from Chinese competitors keep financial results weak and uncertain. Cost reductions and incremental price gains are encouraging, but adjusted losses remain stubbornly high, showing a disconnect between management's optimism and actual performance.
