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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Oblomov who wrote (33304)	1/30/2009 12:55:48 PM
From: Paul Senior	Respond to of 78462

Fill for me now on more GTI. Recapping: This stock's been discussed here for many years. (It was once called UCAR.) Basically if we're going to have steel from mini-mills, those mills need and consume graphite rods that are only made by a few companies (an oligopolic market). GTI is the only USA producer. (So a weaker dollar might mean less or no price competition for GTI.) The way I'm seeing it now, there were good times in past year or so for steel, and that has allowed GTI to prosper and reduce its debt. Now times aren't so good for steel - and maybe not so good for GTI -- but GTI has only made itself much stronger (by improving its balance sheet). If that's so, then I've been terribly wrong by not going all in when GTI fell to $3-5 in November. At current price, $7.94, I'll continue though to up my position some. My feelings say I'm too late but my head says it's still a possible double from here within two years. Maybe. community.investopedia.com