Ferroglobe PLC

Company Details:

Company Symbol: GSM
Sector: Industrial Metals & Minerals
Company Rating:

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  • 07/27/17 Morning Note B. Riley AM Note: ARC, AXTI, BCOV, CSGP, DMRC, GUID (downgrade), GSM, IMAX, LLNW, LRCX, PCMI, RGC, SLAB, TYL; Software (BLKB, CALD, CSOD, GUID, STMP)
  • 07/06/17 Morning Note B. Riley AM Note: BRKS, GSM, TRUE, WEB, WYY, ZUMZ
  • 05/23/17 Update GSM ($10.01, Buy; $14.25 PT): Q1 Adj. EBITDA Exceeds RILY/Street Forecasts; Volume and Pricing Recovery Underway; Refreshing Estimates On Transition of Coverage
  • 05/23/17 Morning Note B. Riley AM Note: EGHT, GSM, PVH, STMP; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW)
  • 04/24/17 Morning Note B. Riley AM Note: GSM, IDCC (upgrade), OSIS, PRGX, ROG, SHOO, SIX; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Semiconductors (INTC, SLAB, SWKS, TXN), Semi. Cap. Equipment (BRKS, COHU, IVAC, KLAC, RTEC)
  • 04/17/17 Morning Note B. Riley AM Note: ACLS, CAMP, GSM, HAS, IMAX, JCP, MAT, PFSW, TIVO, VNCE; Semiconductors & Semi. Cap. Equipment (ASML, LRCX, MXIM, UTEK)
  • 03/20/17 Morning Note B. Riley AM Note: ARC (resuming coverage), CYTX, GSM, LOV, RTEC; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), The Weiser Consumer (EL, IPAR, NTRI, PG, PRGO)
  • 03/20/17 Update GSM ($10.81, Buy; $14.25 PT): Reports Q4 Results; Commodity Pricing To Improve Through The Year; Trade Cases On Horizon
  • 03/17/17 Morning Note B. Riley AM Note: AMRK (resuming coverage), ARTX, AXTI (downgrade), FINL, GSM, LLNW, NKE, NMRX, PFSW, RDI, SCVL; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE), Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/13/17 Morning Note B. Riley AM Note: AMC, AOSL, ARTX, AVGO, CSGP, FTD, GCO, GSM, HDSN, HIBB, IMAX, INTC, IPAR, KIRK (upgrade), LLTC (discontinuation), MRVL NCMI, ON, RUBI, SIX, SWKS, TST; Boardsport (DECK, NKE, VFC), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Footwear
  • 03/13/17 Update GSM ($10.10, Buy; $14.25 PT): Resuming Coverage; Earnings Preview; Adjusting Model For Debt Pricing; Recent Developments In The Space
  • 02/07/17 Update Suspending Coverage: GSM
  • 02/07/17 Morning Note B. Riley AM Note: CARB, COLM, FN, INFN, MPAA, NWL; Suspending Coverage (AMRK, ARC, CLRO, CSGP, GSM, HDSN, KW, NLS, REIS, SIX, UFAB, UEIC, VVI)
  • 02/02/17 Morning Note B. Riley AM Note: ACLS, BRKS, CSGP, DHX, EMKR, EXAR, GSM, IVAC (upgrade), MBUU, RCKY (downgrade), RELY, SLAB, SRI, TUP, ZUMZ
  • 02/02/17 Update GSM ($12.25, Buy; $14.25 PT): Preannounces Q4 Results And Q1 volumes; Sells Hydropower Assets In Spain, While French Assets Remain On The Block; Increasing PT from $14.00 to $14.25
  • 01/23/17 Morning Note B. Riley AM Note: DLB, EGHT, GSM, IL (discontinuation), KLAC, LRCX, OSIS, PG, RGC; EMS (suspensions: BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Semiconductors (INTC, MXIM, TXN)
  • 01/23/17 Update GSM ($9.76, Buy; $14.00 PT): Lowering FY ’17 Estimates; Very Modestly Lowering FY ’18; PT From $14.25 to $14.00
  • 01/17/17 Morning Note B. Riley AM Note: ASML, GSM, HEAR, IMMR, KLIC, LLTC, NWL, RTEC, SWKS; ICR Xchange (AEO, AVP, BOOT, FTD, GCO, GES, OXM, PBH, RCKY, SHOO, SSI, TLYS), Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC, UTEK XCRA)
  • 01/03/17 Morning Note B. Riley AM Note: AKAM, BOOT (upgrade), GSM, IMAX, SPCB, TUP, VVI; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Focus List (BV, DKS, FLEX, GSM, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE), Internet (AKAM, LLNW, TRUE, WEB), Media (EVLV, RDI, RLH)
  • 12/01/16 Update B. Riley & Co. December Focus List Update: BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE
  • 12/01/16 Morning Note B. Riley AM Note: AEO, BV, GES, IVAC, MCHP, MRVL, SANM, SMTC, TLYS, TYPE; December Focus List (BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE)
  • 11/15/16 Morning Note B. Riley AM Note: AMC, GSM, IPAR, NLST, SYRX
  • 11/14/16 Update GSM ($11.75, Buy; $14.25 PT): Reports Weak Q3 Results But Pricing Outlook Positive; Exploring Alternatives For Hydro Assets; Raising PT From $10.25 to $14.25
  • 11/14/16 Morning Note B. Riley AM Note: FL, GSM, HEAR, HIBB, JCP, MAMS, SENS, UFAB; Boardsport (DECK, NKE, VFC), Footwear (COLM, DECK, RCKY, VFC, WEYS, WWW), Semiconductors (AOSL, AVGO, INTC, MRVL, SWKS), Semi. Cap. Equipment (AMAT, KLIC, LRCX)
  • 11/10/16 Morning Note B. Riley AM Note: ADI, APPS, ARTX, COTY, CROX, CTS (initiation), EKSO, EXAR, FC, GSM, HCHC, IDSY, IPAR, ITI, JCP, MPAA (upgrade), MRVL, NLST, NVTR, PFSW, RELY, SPA, TUBE, WYY; Focus List Update
  • 11/10/16 Update GSM ($9.61, Buy; $10.25 PT): Q3 ’16 Earnings Preview: Expect Results In Line With Or Better Than Our Estimates
  • 09/19/16 Morning Note B. Riley AM Note: GSM (upgrade), INTC, JBL, LGF; Boardsports (DECK, NKE, VFC), The Weiser Consumer (FLWS, FTD, IPAR, NTRI, PG)
  • 09/19/16 Update GSM ($7.73, Buy; $10.25 PT): Raising to Buy Following Road Show With Management; Raising PT from $8.50 to $10.25
  • 08/29/16 Morning Note B. Riley AM Note: DSW, GSM, IEC, JCP, RDNT, RELY
  • 08/29/16 Update GSM ($8.39, Neutral; $8.50 PT): Reports Disappointing Q2 Results; Lowering Estimates; Lowering Price Target From $10.25 to $8.50
  • 08/26/16 Morning Note B. Riley AM Note: AMSWA, FLWS, GSM, HEAR, ISIL, MEI, MRVL, NKE (downgrade), ON, WWW, XCRA; Boardsport (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Internet (ABTL, TRUE), Optical Components (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/25/16 Update GSM ($9.99, Neutral; $10.25 PT): Lowering Estimates & PT On Lackluster Silicon Metal Prices; Downgrading to Neutral
  • 08/25/16 Morning Note B. Riley AM Note: AMAT, AVGO, CBR, EGHT, FORM, GES, GSM, KTOS, LRCX, SIMO, SMTC, SWKS, TLYS, TNAV; The Weiser Consumer (COTY, EL, PRGO)
  • 06/01/16 Update B. Riley & Co. 17th Annual Conference Best Ideas: BCOV, CAMP, DTSI, FORM, GSM, KE, KEM, KIRK, NTRI, ROG, STMP, TREC
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/20/16 Update GSM ($8.62, Buy; $12.50 PT): Reports Combined Company Results For First Time; Publishing Initial Estimates For Post-Merger Enterprise; Lowering PT from $17.25 to $12.50
  • 05/19/16 Morning Note B. Riley AM Note: ADI, AEO, BOOT, GSM, MRVL, ROVI
  • 05/18/16 Morning Note B. Riley AM Note: AEO, EGHT, GSM, LRCX, MAMS, SMTC; Marine (BC, HZO, MBUU, MCFT, MPX), The Weiser Consumer (COTY, IPAR, NWL, PBH, PG, PRGO, RDEN)
  • 01/13/16 Update B. Riley & Co. Top Picks for 2016: ACLS, BV, FINL, GSM, HZO, IPAR, JBL, LITE, MESG, NAME, PRMW, ROVI, SYRX, VPG
  • 12/28/15 Update GSM ($12.66, Buy; $17.25 PT): Closes Ferroatlantica Transaction; Lowering Estimates on Lower Silicon Metal and Silicon Alloy Prices; Lowering PT from $19.50 to $17.25
  • 12/28/15 Morning Note B. Riley AM Note: GSM; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, AMAT, AOSL, ASML, BRCM, BRKS, CAMT, COHU, CSCD, EXAR, FORM, INTC, ISIL, IVAC, KLAC, KLIC, LLTC, LRCX, MCHP, MRVL, MTSN)
  • 12/24/15 Morning Note B. Riley AM Note: GSM, ROVI
  • 11/09/15 Morning Note B. Riley AM Note: AMAT, AMRK, ARTX, BOOT, CSOD, EVOL, FTD, GSM, HSKA, III, NTRI, RDEN, VSAT; November Focus List Update
  • 11/06/15 Update GSM ($11.87, Buy; $19.50 PT): Reports Mixed CQ3 Results vs. Our Estimates; Cutting Costs in Difficult Pricing Environment; Ferroatlantica Deal Still Expected to Close in Q4
  • 11/06/15 Morning Note B. Riley AM Note: ABTL, AOSL, BRKS, CALD, CNK, COTY, CROX, CVU, DMD, DWA, EMKR, EXAR, FARM, GSM, KE, KTOS, KW, LITE, NVDA, PBH, PLXS, RELY, RNWK, STMP, SWKS, TACT, TROX, TRUE, UEIC; Internet (APPS, NAME)
  • 11/04/15 Morning Note B. Riley AM Note: AEO, CALD, CROX, CSOD, DSW, DTSI, ELNK, FARM, FLWS, GRPN, GSM, LLNW, LOV, NPTN, OCLR, PCTI, RNWK, SRI, STMP, TACT, TREC, UEIC, UNTD, VPG, XOXO
  • 11/04/15 Update GSM ($12.69, Buy; $19.75 PT): Earnings Preview: Lowering Estimates and Price Target On Silicon Metal & Alloy Price Weakness; Awaiting Closing of Merger With Ferroatlantica
  • 08/27/15 Morning Note B. Riley AM Notes: AVGO, BRCM, BV, GES, GSM, HEAR, SWKS, TLYS, YELP; Tech Tour Previews: FLEX, IMMR, JBL, LITE, NEWP, SANM, SIMO, TNAV, VIAV
  • 08/27/15 Desk Report GSM ($12.54, Buy; $22.00 PT): Reports Mixed CQ2 Results; Begins Booking Silicon Metal for CY ’16; Ferroatlantica Deal Still Expected to Close in Q4
  • 08/26/15 Morning Note AM Note: BBY, DSW, GSM; Boardsport Report (ZQK), Media & Entertainment Tech Tour Preview (DLB, ROVI), Shoe Review (COLM, CROX, DECK, RCKY, VFC, WWW)
  • 08/13/15 Morning Note B. Riley & Co. AM Note: FN, GSM, ITI, KW, PLNR, RLD, UNTD; Media & Entertainment (CKEC, DTSI, IMAX, NCMI)
  • 08/12/15 Update GSM ($14.09, Buy; $22.00 PT): Earnings Preview: Lowering Estimates On Silicon Metal & Alloy Price Weakness
  • 06/25/15 Morning Note B. Riley & Co. Morning Notes: AMSWA, FINL, GSM, HEAR, WWWW
  • 06/16/15 Morning Note B. Riley & Co. Morning Notes: COHU, DMRC, FLWS, FNSR, FTD, GSM, PLNR, TREC
  • 05/08/15 Update GSM ($20.78, Buy; $25.00 PT): Reports Downside CQ1 Results; Numbers Are Trumped By Pro Forma Estimates for Ferroatlantica Combination
  • 05/07/15 Morning Note B. Riley & Co. Morning Notes: ABTL, COLM, CSOD, CVU, DECK, DMD, EL, EMKR, FLWS, GUID, GSM, NEWP, NSSC, PCTI, RDNT, RNWK, STMP, SUP, SWKS, TROX, TRUE, VFC, ZQK, ZUMZ
  • 04/22/15 Update GSM ($20.89, Buy; $25.00 PT): Lowering Estimates On Silicon Metal & Alloy Price Weakness & Poor Steel Utilization Rates But Raising PT On Improving View of Ferroatlantica Deal
  • 04/22/15 Morning Note B. Riley & Co. Morning Notes: BRCM, CAMP, DLB, GSM, JAKK, PRGO, SKX, SPCB, TYL, YHOO
  • 02/24/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AMSWA, AXTI, DTSI, GSM, IMMR, JAKK, NLS, NTRI
  • 02/24/15 Update GSM ($15.99, Buy; $19.50 PT): Inks Transformative Deal to Combine Arguably The Two Best Companies In The Space
  • 02/11/15 Update GSM ($15.73, Buy; $19.50 PT): Reports Mixed CQ4 Results; CY ’15 Still Shaping Up Strong Relative to CY ’14, But We Lower Our Estimates and Price Target
  • 02/11/15 Morning Note B. Riley & Co. Morning Notes: ADI, AKAM, AVP, CAMT, CIDM, EMKR, GSM, GUID, MAMS, NILE, SABA, TYPE, VSAT, YELP; Consumer Products Weekly (COTY, EL, NWL, PBH, PRGO, RDEN, SBH)
  • 02/09/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AMAT, CSCD, EL, GSM, LGF, NVDA, RDEN, SBH, SKX, VSAT; Exhibitors & Box Office (AMC, CKEC, CNK, IMAX, MCS, RGC, RLD)
  • 02/06/15 Update GSM ($16.64, Buy; $21.00 PT): CQ4 ’14 Earnings Preview: Expect Results in Line With Or Better Than Our Estimates; Consensus Achievable
  • 01/16/15 Update GSM ($15.79, Buy; $21.00 PT): Meetings With Management Highlight Strong End Markets and CY ’15 Growth Opportunity
  • 01/16/15 Morning Note B. Riley & Co. Morning Notes: BBY, CHKE, FORM, GSM, INTC, RGC
  • 11/07/14 Update GSM ($18.19, Buy; $21.00 PT): Reports Strong Q3 Results; Furnace Switches Likely as 85% of Capacity is Contracted; Lowering Estimates and Price Target
  • 11/07/14 Morning Note B. Riley & Co. Morning Notes: AOSL, API, BEBE, CNK, CTP, FC, GSM, GUID, IDSY, KLIC, KTOS, LGF, NAME, NPTN, NVDA, ODP, PBH, PCOM, PRGO, PRMW, ROVI, SGGH, SRI, SWKS, TROX, TST, UEIC, VSAT, WWWW, XOXO
  • 11/04/14 Morning Note B. Riley & Co. Morning Notes: ABTL, ACW, AVP, CKEC, CSOD, CTP, ELNK, FN, GSM, GUID, IDSY, NCMI, NLS, NTRI, OCLR, RLD, RNWK, RTEC, SNDK, SUP, TROX, TST, WWWW
  • 11/04/14 Update GSM ($18.19, Buy; $22.00 PT): CQ3 ’14 Earnings Preview – Expect Results in Line With Or Better Than Our Estimates
  • 10/29/14 Update GSM ($18.51, Buy; $22.00 PT): Update on Market Conditions Following Meetings With Industry Contacts
  • 10/29/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, CSCD, DORM, EGHT, FORM, GRPN, GSM, HGG, IIVI, IMMR, IPAR, LGF, NILE, OPLK, PRGX, SWKS, UNTD
  • 10/14/14 Morning Note B. Riley & Co. Morning Notes: EBAY, EGHT, GSM, INTC, MCHP, NTCT, SWKS
  • 09/29/14 Morning Note B. Riley & Co. Morning Notes: FINL, GSM, INTC, YHOO; Consumer Products Weekly (CLX, DIS, DWA, HAS, JAKK, MAT, NWL, PG, SPB), Media (DWA, IMAX, LGF, RLD), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL)
  • 09/15/14 Morning Note B. Riley & Co. Morning Notes: FORM, GME, GSM, IMAX, RSH; Consumer Products Weekly (AVP, BHI, COTY, HAS, JAKK, LF, MAT, MED, NTRI, OREX, RDEN, WMT, WTW)
  • 08/28/14 Morning Note B. Riley & Co. Morning Notes: ADI, BV, GES, GSM, IEC, KLIC, NTRI, TLYS
  • 08/27/14 Update GSM ($20.15, Buy; $22.00 PT): Reports Strong CQ2 ’14 Results; Prospects Continue to Look Solid
  • 08/19/14 Morning Note B. Riley & Co. Morning Notes: GME, GSM, ONNN, SPLS; Consumer Products Weekly (AVP, EL, IPAR, NWL, PG, PRGO)
  • 08/19/14 Update GSM ($19.97, Buy; $21.50 PT): CQ2 ’14 Earnings Preview – Lowering Estimates on Higher Than Expected Stock-Based Compensation Expense; Industry Fundamentals Strong
  • 05/12/14 Update GSM ($19.25, Buy; $22.00 PT) Reports Strong CQ1 ’14 Results; Prospects Continue to Look Solid
  • 05/12/14 Morning Note B. Riley & Co. Morning Notes: AMAT, ARTX, CLX, GSM
  • 05/08/14 Morning Note B. Riley & Co. Morning Notes: CACH, EMKR, GRPN, GSM, PFSW, PRGO, PRMW, SNDK, TIVO, ZUMZ
  • 05/07/14 Update GSM ($19.11, Buy; $22.00 PT): CQ1 ’14 Earnings Preview – Lowering CQ1 Estimates on Weather-Related Curtailments; Buy the Stock on Strong and Improving Fundamentals
  • 03/06/14 Morning Note B. Riley & Co. Morning Notes: CSGP, GSM, MOVE, PCOM, PLNR, REIS, SABA, SMTC, VSAT; Retail Footwear & Apparel
  • 02/10/14 Morning Note B. Riley & Co. Morning Notes: AMAT, ANGI, BEBE, CNVR, GSM, PBH, ROVI, SBH; Box Office Review
  • 02/10/14 Update GSM ($17.58, Buy; $22.00 PT): Reports Strong CQ4 ’13 Results; Prospects Look Solid
  • 02/06/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AOSL, CALD, CERN, EL, EMKR, FORM, GSM, IEC, NILE, P, RLD, RDEN, TYL, WWWW, YELP, ZUMZ
  • 02/05/14 Update GSM ($16.96, Buy; $22.00 PT): CQ4 ’13 Earnings Preview – Expect In Line or Better Results; Focus to be on the Outlook for Silicon Metal Prices, Which Looks Solid
  • 01/27/14 Morning Note B. Riley & Co. Morning Notes: AMC, GSM, IPAR, KMB, MRGE, OUTR, PG, PII, SNAK; Semiconductors (ASML, BRCM, EXAR, ISIL, KLAC, LRCX, MXIM, MCHP, SNDK, SLAB, TXN)
  • 01/27/14 Update GSM ($17.47, Buy; $22.00 PT): Silicon Metal Prices Continue Rise, Prompting Capacity Announcements
  • 01/16/14 Morning Note B. Riley & Co. Morning Notes: GSM, MDRX, Retail Apparel and Footwear (BEBE, CACH, GES, JOEZ, PSUN, SSI, SHOO, TLYS)
  • 01/16/14 Update GSM ($17.74, Buy; $22.00 PT): Raising Estimates on Siltech Acquisition and Higher Silicon Metal Prices as Spot Market Tightens
  • 12/30/13 Morning Note B. Riley & Co. Morning Notes: Exhibitors (IMAX, RLD), GSM, PCOM, ROVI
  • 11/22/13 Morning Note B. Riley & Co. Morning Notes: CKEC, GME, GSM, INTC, JACK, LGF, MRVL, P, PBH, PRGO, SSI
  • 11/06/13 Morning Note B. Riley & Co. Morning Notes: BBRG, BEBE, BIRT, CFN, CKEC, Consumer Products (AVP, CLX, EL, ELN, JNJ, PRGO, RDEN), CVU, ELNK, GSM, GUID, GWAY, HZO, IMAX, MDRX, MSPD, OCLR, ODP, OMX, P, RRGB, SALM, UEIC, VCLK, WWWW
  • 11/05/13 Update GSM ($17.33, Buy; $19.50 PT): Reports CQ3 ’13 Results; Lowering Estimates & PT Slightly
  • 10/31/13 Morning Note B. Riley & Co. Morning Notes: ACCL, AOSL, AXTI, BIRT, DRCO, GLUU, GSM, GUID, ISIL, JDSU, KONA, MCHP, MDAS, MRGE, MSG, NCMI, PCTI, RDEN, REMY, ROVI, SWKS, WWWW
  • 10/30/13 Update GSM (B. Riley & Co. Update: $18.02, Buy; $20.00 PT): Adjusting Our View of Current Cycle Dynamics Following Discussions with Key Industry Players; Raising Price Target From $18.00 to $20.00
  • 09/16/13 Morning Note B. Riley & Co. Morning Notes: BEBE, COTY, GSM, Household/Personal Care (COTY, DG, EL, HAS, IPAR, JNJ, MAT, MC-Paris, PBH, PRGO, RDEN, ULTA), INTC, Media (BTN, CKEC, CIDM, CNK, DCIN, IMAX, MCS, NCMI, RLD, RGC), MPAA, Retail Apparel
  • 09/16/13 Update GSM ($14.17, Buy; $18.00 PT): Upgrading to Buy as Silicon Metal and Ferrosilicon Prices Rise