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Note: We have used "GrafTech" to represent the company, while EAF is used is for Electric Arc Furnaces.
GrafTech International Ltd. (EAF) is a stock we have followed for some time. It was an interesting company, controlled by Brookfield Business Partners L.P. (BBU) and had a compelling story. But a few things had kept us away in the past. The company released its Q2-2020 results, and we thought it's time to shed some light on why this may be a leveraged global economy play for those who really believe the trough