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
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
With competitive price and timely delivery, Zhongsheng sincerely hope to be your supplier and partner.
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
As we all known that graphite has high-quality characteristics, and it cannot be replaced by other metal materials. Graphite electrode materials often have some confusing question in the actual selection of materials. There are many reasons for choosing graphite electrode materials, but it has four mains standard:
In the same average particle size, materials with low electrical resistivity, the strength and hardness of electrode also will lower than materials with high electrical resistivity, that is to say, the speed and loss of discharge will vary. Therefore, the inherent resistivity of graphite electrode materials is very important to choose materials in practical applications. The choice of electrode material is directly related to the effect of discharge. To a large extent, the choice of material is appropriate, which determines the final situation of discharge speed, processing accuracy and surface roughness.
In the special graphite industry, the universal hardness inspection standard is the Shore hardness measurement method, and its test principle is different from that of metals. Actually, we often recognize that it is a soft material in our subconscious understanding of graphite. But the actual test data and application shows that the hardness of graphite is higher than that of metal materials. Due to the layered structure of graphite, it has excellent cutting performance during the cutting process. The cutting force is only about 1/3 of the copper material, and the surface after machining is easy to handle.
However, due to its high hardness, the loss of the tool during cutting will be slightly greater than that of the metal cutting tool. At the same time, materials with high hardness have better control of discharge losses. Therefore, the Shore hardness of graphite electrode materials is also one of the selection criteria of graphite electrode materials.
On the other hand, the flexural strength of the graphite electrode is a direct expression of the material strength and shows the closeness of the internal structure of the material. For material with high strength, the discharge resistance of the discharge is relatively good. For electrodes with high accuracy requirements, try to choose materials with better strength.
Finally, the average particle diameter of the graphite electrode material directly affects the discharge condition of the material. The smaller average particle size of the material, the more uniform discharge of the material, the more stable the discharge condition, and the better the surface quality. The particle is larger, the discharge speed is faster, and the loss of roughing is smaller. The main reason is that the current intensity in the discharge process is different, resulting in different energy levels in the discharge. However, the surface finish after discharge will also change with the change of particles.
Graphite electrodes can become the material of choice in the industry. It is precisely because of the impeccable advantages of graphite electrodes, so the correct material selection criteria for graphite electrodes and the selection of the right graphite electrode are the key.
If you are looking for more details, kindly visit Graphite Electrode Manufacturer.