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Strategies & Market Trends : Beat The Street With SI Traders

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To: Natedog who wrote (113442)	6/1/2013 7:30:23 PM
From: hoov	2 Recommendations Read Replies (1) of 233883

There's definitely a value-added component to high-quality synthetic graphite. And that high-grade stuff starts with high-grade pitches and cokes, which I understand are available in shrinking quantities, year-on-year. So that sounds like an excellent opportunity. I found some arc furnace electrode components supplied by Graftech, which they were selling at $37k/tonne. In contrast, I found cheap Chinese electrodes going for $2500/tonne. The success of Graftech suggests that you get what you pay for. Or, perhaps, you have to pay for what you get. Lar

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