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    SGL Carbon : Der" Die Zeichen erkennen....Thread" (Seite 591)

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      Avatar
      schrieb am 29.07.08 17:53:48
      Beitrag Nr. 2.983 ()
      AP
      GrafTech International raises full-year outlook
      Tuesday July 29, 11:30 am ET
      GrafTech International raises full-year guidance, expects strong demand from steel end markets

      PARMA, Ohio (AP) -- Graphite products maker GrafTech International Ltd. on Tuesday raised its full-year outlook based on its expectations for continued strong demand from the steel industry.

      The company targets operating income growth of 35 percent to between $320 million and $330 million, up from prior guidance of $310 million to $320 million.

      Sales are expected to increase by 20 percent to 22 percent, the company said. Previously, GrafTech forecast full-year sales growth between 16 percent and 18 percent. Based on 2007 revenue of $1 billion, the outlook implies sales between $1.2 and $1.22 billion for the year.

      Analysts polled by Thomson Financial, on average, forecast sales of $1.18 billion.

      GrafTech shares slipped 50 cents, or 2.1 percent, to $23.60 in morning trading.
      Avatar
      schrieb am 29.07.08 17:05:05
      Beitrag Nr. 2.982 ()
      sehe ich genauso, habe auch schon darauf hingewiesen.

      heute immer wieder bei 44 € abgeprallt, scheint ein kleiner Widerstand zu sein.
      Avatar
      schrieb am 29.07.08 16:56:28
      Beitrag Nr. 2.981 ()
      Zahlen von Graftech sind schon da!

      http://www.finanznachrichten.de/nachrichten-2008-07/artikel-…

      Insgesamt doch sehr positiv ausgefallen. :)

      Was mich etwas wurmt ist die hohe Analystenerwartung. Manche gehen von Prognoseanhebung aus.

      Falls die ausbleibt kann es stark nach unten gehen wie letztes Jahr eben..
      Avatar
      schrieb am 29.07.08 16:55:02
      Beitrag Nr. 2.980 ()
      ups Graftech hat bereits heute berichtet

      29.07.2008 13:14
      GrafTech Reports Second Quarter 2008 Results
      GrafTech International Ltd. (News) (NYSE:GTI) today announced financial results for the second quarter ended June 30, 2008.

      2008 Second Quarter Highlights

      Net sales increased 25 percent to $320 million, versus $256 million in the second quarter of 2007. Favorable year-on-year currency movement impacted second quarter revenue by approximately six percentage points.
      Operating income increased 36 percent to $89 million, versus $65 million in the second quarter of 2007. Operating income margin improved more than two percentage points to 27.7 percent, from 25.5 percent in the same period in 2007.
      Income from continuing operations was $54 million, or $0.46 per diluted share, versus $65 million, or $0.57 per diluted share, in the second quarter of 2007.
      Income from continuing operations before special items(a) increased 51 percent to $60 million, or $0.51 per diluted share, as compared to $39 million, or $0.35 per diluted share, in the second quarter of 2007.
      Net cash provided by operating activities was $35 million, versus $36 million in the second quarter of 2007. Operating net cash for the quarter was unfavorably impacted by a $9 million make whole payment associated with the redemption and conversion of the $225 million convertible debentures and a $7 million reduction in accounts receivable factoring.
      Net debt(a) was reduced by $277 million year-over-year to $163 million.
      GrafTech completed the redemption and conversion of all $225 million outstanding convertible debentures.
      GrafTech acquired an 18.9 percent stake in Seadrift Coke L.P., the world's second largest needle coke producer.
      Craig Shular, Chief Executive Officer of GrafTech, commented, ”We continue to face significant raw material cost increases which our team is working to offset through higher prices, productivity improvements and cost reductions. Both segments delivered a solid quarter as demand for our products remains strong. Year-to-date operating margins in Industrial Materials improved three full percentage points and Engineered Solutions operating margins increased 12 percentage points. Strong operating margin performance has allowed us to nearly double operating cash flow to $102 million in the first half 2008.“

      Industrial Materials Segment

      The Industrial Materials segment's net sales increased 25 percent to $275 million in the 2008 second quarter, as compared to $221 million in the 2007 second quarter. The increase was primarily due to higher selling prices for graphite electrodes and the positive impact of currency exchange rates.

      Operating income for the Industrial Materials segment was $80 million, a 30 percent or $18 million improvement over the same period in 2007. Operating income in the quarter was favorably impacted by higher graphite electrode selling prices. Also benefiting operating income in the quarter were the flow through of successful productivity initiatives, the continued benefit of lower cost raw materials purchased in 2007 and sold from inventory in the first half of this year, and the positive impact of currency exchange rate fluctuations.

      It is important to note that the lower cost raw material inventory has been essentially absorbed and we anticipate that the impact of 2008 raw material cost increases will be more fully reflected in the second half of the year.

      Engineered Solutions Segment

      Net sales for the Engineered Solutions segment grew 27 percent to $44 million in the 2008 second quarter, as compared to $35 million in the 2007 second quarter. This segment serves non-steel related sectors with solid growth profiles which include electronics, solar, oil exploration, transportation and thermal processing industries. Operating income for the Engineered Solutions segment more than doubled to $9 million, as compared to $4 million in the 2007 second quarter while operating income margin for the segment expanded over nine percentage points to 20.2 percent from 11.1 percent.

      Corporate

      Selling and administrative and research and development expenses were $26 million in the 2008 second quarter, as compared to $28 million in the same period of the prior year.

      Mr. Shular commented, ”Selling and administrative expense as a percent of sales decreased more than two and half percentage points to 7.4 percent. Our team remains committed to continuous improvement and effectively leveraging our overhead structure in support of top line growth.“

      Other expense, net, was $7 million in the 2008 second quarter as compared to other income, net, of $24 million in the 2007 second quarter. The increased expense in the 2008 second quarter was largely the result of a $9 million make whole payment associated with the redemption and conversion of the $225 million convertible debentures. The second quarter 2007 included a $24 million gain recognized on the sale of assets.

      Interest expense was $4 million in the second quarter of 2008, less than half the expense recorded in the same period of the prior year.

      Mr. Shular remarked, ”We completed the redemption and conversion of all outstanding convertible debentures, reducing our net debt by $225 million in June. The extinguishment of the convertible debentures and recent call of an additional $35 million Senior Notes is consistent with our stated goal of delevering and positions our team to continue to invest in our business, grow our Company, and create long term value for our shareholders."

      Outlook

      We remain encouraged by global steel industry conditions and expect solid demand from our steel end markets and the markets that drive our Engineered Solutions segment in 2008. As a result, we are raising our full year 2008 guidance.

      Based on the assumption of stable global economic conditions for 20081, GrafTech expects:

      Total company net sales to increase approximately 20 to 22 percent (previous guidance 16 to 18 percent);
      Operating income targeted growth of approximately 35 percent to the range of $320 million to $330 million (previous guidance $310 million to $320 million);
      The effective tax rate to be between 27 percent and 29 percent;
      Capital expenditures to be approximately $70 million to $75 million;
      Depreciation expense of approximately $34 million (previous guidance $32 million); and
      Cash flow from operations to be about $190 million, assuming no accounts receivable factoring at year end (previous guidance $180 million).
      In conjunction with this earnings release, you are invited to listen to our earnings call being held today at 11:00 a.m. EDT. The call will be webcast and available at www.graftech.com, in the investor relations section. A conference call will also be available. The dial-in number is (877) 874-1571 for domestic and (719) 325-4823 for international. The rebroadcast webcast will be available following the call, and for 30 days thereafter, at www.graftech.com, in the investor relations section.

      GrafTech International Ltd. is one of the world's largest manufacturers and providers of high quality synthetic and natural graphite and carbon based products and technical and research and development services, with customers in 80 countries engaged in the manufacture of steel, automotive products and electronics. We manufacture graphite electrodes, products essential to the production of electric arc furnace steel. We also manufacture thermal management, fuel cell and other specialty graphite and carbon products for, and provide services to, the electronics, power generation, solar, oil and gas, transportation, petrochemical and other metals markets. We operate 11 manufacturing facilities strategically located on four continents. For additional information on GrafTech International Ltd., call 216-676-2000, or visit our website at www.graftech.com.
      Avatar
      schrieb am 29.07.08 16:48:09
      Beitrag Nr. 2.979 ()
      starke Vorstellung heute
      gerade den 4. Tagestrade SGL glattgestellt (Megakohle verdient):)

      Wenn sich nun die Gesamtmarkterholung fortsetzt (Dax bis 6800 möglich), sollte SGL durch die Decke gehen!

      Zahlen von Graftech morgen, SGL Donnerstag.

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      Avatar
      schrieb am 29.07.08 12:48:56
      Beitrag Nr. 2.978 ()
      SGL ist aktuell Tagesgewinner im schwachem Mdax.
      Die Zahlen werden übermorgen, am Donnerstag bekanntgegeben.

      Laut der Dresdner Kleinwort lagen die Ziele bisher bei einem EBIT-Zuwachs von 15-20%. Dank der starken Profitabilität im Bereich Performance Products (PP) und der Verbesserung der EBIT-Marge bei Carbonfasern und Verbundwerkstoffen (CFC) hält die Analysten sogar bis zu +25% im Ebit für möglich.

      Der grobe Bereich der Erwartungen liegt damit bei so 15-25%. Warten wirs mal ab :)
      Avatar
      schrieb am 25.07.08 12:24:58
      Beitrag Nr. 2.977 ()
      welcher fonds ist denn ausgestiegen? nur eine vermutung? link?

      und was hat sgl mit münchner rück zu tun?
      Avatar
      schrieb am 25.07.08 11:45:10
      Beitrag Nr. 2.976 ()
      Von 45 im Hoch auf unter 42!
      Liegt es nur an der Münchener Rück?
      Avatar
      schrieb am 25.07.08 11:23:52
      Beitrag Nr. 2.975 ()
      Beeindruckend - das ist gerade ein Fonds mit einer Verkaufsposition in den Kurs gerauscht ... - der wird abgefangen und jetzt wieder hochgezogen ...

      Die nutzen die guten Meldungen zum Ausstieg ... - ganz normaler Vorgang ...
      Avatar
      schrieb am 25.07.08 11:14:46
      Beitrag Nr. 2.974 ()
      WOW :D die Aktie ist echt ein tradertraum. intraday erst bei 42,40 dann wieder rauf auf 45 auf nun wieder 41,36. extreme vola! :eek: Die Aktie wirkt ein wenig wie eine Call-Option auf den Dax!? Hab grad ein paar gekauft. den tiefsten Punkt erwischt man nie, aber zumindest bis zu den Zahlen am 31. August könnte es wieder auf 45-47 gehen denk ich- jedenfalls wenn der gesamtmarkt nicht wegbricht...
      schaun wir mal...
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      SGL Carbon : Der" Die Zeichen erkennen....Thread"