Good morning, ladies and gentlemen, and welcome to the GrafTech first-quarter 2024 earnings conference call and webcast conference call. [Operator instructions] This call is being recorded on Friday, ...
GrafTech remains a high-risk, high-reward play, essentially a call option on graphite electrode market recovery, with debt extended to 2029 buying time. Despite volume growth and announced price hikes ...
$4.5 billion in contracted revenues should lead to $800 million of free cash flow per year. It will be used to pay down debt and 60% for buybacks and dividends. If the graphite electrodes market ...