Graphite Electrode : Graphite India/HEG - Not-so-Hidden Gems

Hi

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I would recommend going through the beginning of this thread and you will be able to understand the reason for the rise. It was a once in a lifetime kind of opportunity and was primarily sourced from the Raw Material Shortage and Graphite Closure of capacity over the years.

There are six or seven companies in the world Outside China that produces GE but the overall demand supply is not in favor currently.

Also I am not sure whether the current COVID Scenario is going to drive Steel Demand , if any the effect will be negative

To put it simply, we need the following

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1. High Steel Demand to drive GE demand as GE is the RM for Steel
2. Shift towards EAF (of producing Steel) as unless there is a big shift , we wont see
   much of GE demand
3. Shortage of RM i.e. Needle Coke which is a RM for production of GE - This is a key as everybody else will start adding new GE capacity

All the three happened a couple of year back that led to the surge but I am seeing anything similar.

Bottomline: The Company may look cheap in terms of Cashflow / Assets etc but there is no tailwind pushing the business growth . If I have to chose between Valuations or Tailwinds , would always recommend the tailwind

The last thing here is we didnt saw a great Cashflow allocation when there is a windfall for the company in and . A critical aspect of a great company is Capital Allocation and I havent seen any trend here or yet to spot one

Disclaimer: Pls use your judgement and do not take above as a buy or sell recommendation. I am not currently invested in this stock and my views may be biased

I have some 1/2" diameter x 12" long graphite rods I am going to use in a electrolytic rust tank, but I want the rods to be 24" long (tank is 24" deep), so I'm going to join some two end-to-end. Any good suggestions on joining? I was thinking to use a conductive metal tube as a ferrule. I don't want to use steel (degrades, defeats purpose of using graphite). Copper causes a mess in electrolytic tanks. Aluminum is eaten by the alkaline solution, though I don't know how fast. I assume brass creates same mess as copper, but maybe not? I can't use graphite -- don't have the material for ferrules.

I was leaning towards using any metal, and then putting shrink tube on it to prevent contact with the water. Seems reasonable, but sometimes folks here have a brilliant suggestion that I'm too dumb to think of, so I thought I'd throw it out.
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