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GrafTech International Ltd. (EAF): A Bear Case Theory

We came across a bearish thesis on GrafTech International Ltd. (EAF) on The Lion's Roar - Outside the Box Investments’ Substack by Dominick D'Angelo. In this article, we will summarize the bears’ thesis on EAF. GrafTech International Ltd. (EAF)'s share was trading at $2.15 as of Nov 13th. EAF’s trailing and forward P/E were 7.12 and 6.80 respectively according to Yahoo Finance.

[caption id="attachment_1229118" align="aligncenter" width="768"] A miner gathering graphite samples from a mining area in Coosa County, Alabama.[/caption]

Graftech’s (EAF) Q3 results reveal a...