Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Beat The Street With SI Traders -- Ignore unavailable to you. Want to Upgrade?

To: Natedog who wrote (113442)	6/1/2013 7:30:23 PM
From: hoov	2 Recommendations Read Replies (1) \| Respond to of 233882

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