GrafTech International Ltd (NYSE:EAF)
$ 1.995 -0.005 (-0.25%) Market Cap: 514.33 Mil Enterprise Value: 1.30 Bil PE Ratio: 0 PB Ratio: 0 GF Score: 64/100
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GrafTech International Ltd at BMO Capital Markets Global Metal and Mining Conference Transcript

Feb 26, 2019 / 09:00PM GMT
Release Date Price: $14.8 (-1.33%)
David Francis Gagliano;David J. Rintoul
BMO Capital Markets Equity Research - Co-Head of Metals & Mining Research and Metals & Mining Analyst;GrafTech

Okay. Keeping on schedule here. Up next, for those of you that have been in the room by the way for the last few presentations, I think, there's been a bit of a theme, which is mini-mill-based volume growth in North America, which fits in nicely with our next presenter, GrafTech.

GrafTech produces about 25% of the world's UHP graphite electrodes, which is a critical input for mini-mill-based steelmaking. Basically, you can't make steel without it in most mini-mills. GrafTech is also the only UHP graphite electrode producer that's vertically integrated, with their own petroleum needle coke facility, which is becoming increasingly scarce due to electric vehicle-related demand for petroleum needle coke. The company came public in May 2018. The majority shareholder, Brookfield, sold off a piece of the company to the public at that time.

Presenting today for GrafTech is President and CEO, David Rintoul.

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