GREY GHOST

Philosophy & Investing. Observer of Government Policy.
Adrenaline junkie.
Biased by Stats and Data.

[GREY GHOST @Tamacti_jun11]

@microcp2mltibgr $200 crude is enough for world to stop, you are going completely unrealistic in your expectations. $150 crude will instantly increase inflation rate to high double digits I guess. Crude by itself will single handedly bring the world down in such scenarios!

[GREY GHOST @Tamacti_jun11]

@hicasamadim 27

[GREY GHOST @Tamacti_jun11]

@sonnejayy I have been extensively looking at this space for the last few years, i think things fall in place when hope fades and operators become sceptical.
All the best , may all odds be in your favour my friend!

[GREY GHOST @Tamacti_jun11]

@sonnejayy Nice thread, so you are preparing for a hit big or miss small scenario?

[GREY GHOST @Tamacti_jun11]

@DrAditya2935 Sir most of these guys don't even know about the pathogenesis behind fever, it's better to ignore them. Your app is awesome and many people are not aware of it. Waiting for Reflex to be a breakout app this year🤞.

[GREY GHOST @Tamacti_jun11]

@DrAditya2935 Wow! So much to learn from you sir. Thank you!

[GREY GHOST @Tamacti_jun11]

@kvp2688 @Normal_2610 To be frank it's a win-win for Indian players no matter what the outcome is!

[GREY GHOST @Tamacti_jun11]

@kvp2688 @Normal_2610 Nope! Not exactly, there are many ifs and buts. If the graphite cycle turns in between, graftech could be benefited, if not Capacity of graftech is lost (bankruptcy case)creating a vacuum that would benefit other players!

[GREY GHOST @Tamacti_jun11]

@malpani @DrAditya2935 Waiting for that day to come sir🙏🙏

[GREY GHOST @Tamacti_jun11]

@DrAditya2935 Us bhai us😂😂😂

[GREY GHOST @Tamacti_jun11]

@Normal_2610 A strong family can build a strong nation!
Govt. never helps the middle class, so look after your family interest first and then after nation!

[GREY GHOST @Tamacti_jun11]

@sonnejayy Yes my friend, I got you.

[GREY GHOST @Tamacti_jun11]

@sonnejayy The scenario you are projecting will play out if needle coke is vanished from market or fewer needle coke is produced by phillips66 /china/mitsubishi chemicals. But it's highly unlikely. In the year 2017 Chinese needle coke was suddenly removed from the market due to pollution.

[GREY GHOST @Tamacti_jun11]

@sonnejayy You are saying that crude going to $100 would make it difficult for Chinese needle coke producers, but run the simulation looking at fixed costs of various needle coke producers,you will arrive at the fact that it won't go more than double. In 2017 the needle coke supply vanished

[GREY GHOST @Tamacti_jun11]

@sonnejayy ....... Do consider all the points that i have mentioned and then give thumbs up for my hard work in helping you to avoid exaggeration 😁.

[GREY GHOST @Tamacti_jun11]

@sonnejayy ........It doesn't make sense to expect a strong up tick in needle coke prices like that of 2017 right now. And further more oil at >$100 would be detrimental to the economy leading to recession leading to lesser eaf steel output leading to lesser Graphite electrode demand.......

[GREY GHOST @Tamacti_jun11]

@sonnejayy Okay then, let's wait and watch. If I am wrong it would be a great learning experience!

[GREY GHOST @Tamacti_jun11]

@sonnejayy .......increasing their capacity, which is a win - win situation for them even if western counterpart goes bankrupt

[GREY GHOST @Tamacti_jun11]

@sonnejayy But that damaged relations with many steel majors I guess, only after that incident other g.e players came into picture and its capacity utilisation has come down since. I think some players in the market are too smart, they buying into western players and at the same time.......