EAF GrafTech International Ltd.

$EAF there is always going to be some sellers at levels on the way up. It’s a small cap stock so when they do it will fluctuate. But electrode business is starting to look very different very quickly. Prices going up. With the reduction in costs and guaranteed higher pricing as well as raw materials from seadrift this looks certain to go from losses to profitable in the next year. Every quarter will look better in 2027.

$EAF with the bonds having traded up, as pricing continues to increase that will flow to the stock

$EAF Anti-Dumping preliminary rates on Indian manufacturers- GIL-12.22%, HEG-4.97%, All other 6.95%

$EAF crazy low anti dumping duty on Indian electrodes. 6% and 12% won’t even hardly affect the Indians. Even with the small CVD and standard 10% it’s barely enough unless they also raise prices which they seem to be doing.

$EAF not much Meme about the buyers of this stock. Who filed it: Nilesh Undavia and family (his wife Liliana, mother Kanta, and several family trusts). A Schedule 13D is required when someone acquires more than 5% of a public company’s stock and intends to influence control (as opposed to Schedule 13G, which is for passive investors). Key details: • The Undavia family/trusts collectively beneficially own 2,211,504 shares, about 8.5% of GrafTech’s common stock • They spent roughly $46.1 million total acquiring these shares (personal funds + IRAs + family trusts) • Recent purchases: they bought more stock on 9/8, 9/9, and especially 9/16/2026 (225,784 shares for ~$1.83M in that last batch) • They state they’re an investor group who’ve verbally agreed to vote/act together, and they’re pushing board proposals — this amendment references a “Cooperation Agreement” with the company’s board