Globe Specialty Metals

Company Details:

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

Related Research

  • 05/08/12 Morning Note B. Riley & Co. Morning Notes: ARAY, CALD, CAMP, CKEC, CMLS, CRNT, GSM, JMBA, MSPD, NTCT, PHH, TTGT, VTSS, XOXO
  • 05/08/12 Update GSM (Buy; $17.25 PT): Reports CQ1 ’12 Results; Well Positioned as End Markets Improve
  • 05/03/12 Morning Note B. Riley & Co. Morning Notes: AEO, AXTI, CALD, CHRS, GHDX, GLUU, GSM, HOTT, JDSU, KTOS, LOOP, NEWP, PPC, ROVI, UNTD, VCLK, ZUMZ
  • 04/27/12 Morning Note B. Riley & Co. Morning Notes: AIXA, ANGI, BBRG, BC, BJRI, CAMP, CMO, COHR, CPF, CSGP, CSTR, DAVE, ELNK, FEIC, GSM, NTCT, OCLR, PCTI, PFBC, SHOO, SIMO,…
  • 04/03/12 Morning Note B. Riley & Co. Morning Notes: AEO, AXTI, BC, CLNY, CREE, DRL, EVOL, FCAL, GSM, JMBA, KONA, KTOS, LIOX, MSPD, MYGN, TIVO, WWWW
  • 04/03/12 Update B. Riley & Co. Focus List for the Month of April: AEO, AXTI, BC, CLNY, DRL, GSM, JMBA, KTOS, LIOX, MSPD, MYGN, TIVO, WWWW
  • 03/05/12 Morning Note B. Riley & Co. Morning Notes: ACCL, CKEC, CNK, GSM, KTOS, LOV, RGC, VCLK, Q4 '11 Earnings Preview
  • 03/01/12 Morning Note B. Riley & Co. Morning Notes: ACW, AXTI, BC, CKEC, DRL, EWBC, FNSR, GPX, GSM, HOTT, JMBA, KTOS, LIOX, MSPD, MYGN, PPC, TWO, WWWW, ZUMZ
  • 03/01/12 Update B. Riley & Co Focus List for the Month of March: AXTI, BC, CKEC, DRL, GSM, HOTT, JMBA, KTOS, LIOX, MSPD, MYGN, TWO, WWWW
  • 02/07/12 Morning Note B. Riley & Co. Morning Notes: ACW, CALD, CSTR, GHDX, GSM, OCLR, OPXT, SABA, STMP, VSAT, VTSS
  • 02/06/12 Update GSM (Buy; $19.75 PT): Reports EBITDA of $30.8MM vs. RILY $29.5MM/consensus $32.3MM Monday pre-market; raising 2012/’13 adjusted EBITDA estimates…
  • 02/01/12 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, AOL, AXTI, BC, BEBE, CAMP, CSTR, DRL, EHTH, GSM, HOTT, IMAX, JDSU, JMBA, KEYN, KCP, KTOS, LIOX, MSPD, MYGN,…
  • 02/01/12 Update B. Riley & Co Focus List for the Month of January: AXTI, BC, CSTR, DRL, GSM, HOTT, JMBA, KTOS, LIOX, MSPD, MYGN, TWO, WWWW
  • 01/30/12 Morning Note B. Riley & Co. Morning Notes: CKEC, CLRO, CNK, GBCI, GSM, NFLX, OFG, PFBC, RGC, SIMO, VCLK
  • 01/30/12 Update GSM (Buy; $19.25 PT): Reducing Estimates and Turning Sights to CY ’13
  • 01/26/12 Desk Report B. Riley & Co. Morning Notes: BPOP, CAMP, COHR, CPF, CSTR, GSM, ISSI, MCHX, MPAA, NFLX, OCLR, PII, PPC, SYMM
  • 01/06/12 Morning Note B. Riley & Co. Morning Notes: AEO, BBCN, BEBE, CAMP, CLNY, CSTR, GSM, EVOL, MSPD, PSUN, RRGB, SABA, WTSLA, WYY, ZQK
  • 01/05/12 Update GSM (Buy; $19.25): Reducing estimates on declining silicon metal and silicon alloy prices; maintain buy rating
  • 01/03/12 Update B. Riley & Co Focus List for the Month of January: AXTI, BC, BEBE, CSTR, DRL, GSM, JMBA, KTOS, LIOX, MYGN, TWO, WWWW
  • 12/01/11 Morning Note B. Riley & Co. Morning Notes: AEO, AFOP, AKAM, AMZN, BC, CSTR, DRL, DRCO, FNSR, GSM, HOTT, JMBA, KKD, KTOS, LIOX, LLNW, MYGN, OPLK, PPC, TWO, WWWW
  • 12/01/11 Update B. Riley & Co. Focus List for the Month of December: BC, CSTR, DRL, DRCO, GSM, HOTT, JMBA, LIOX, MYGN, OPLK, TWO, WWWW
  • 11/29/11 Morning Note B. Riley & Co. Morning Notes: FNSR, GSM, KKD, SKUL
  • 11/09/11 Morning Note B. Riley & Co. Morning Notes: BOFI, CKEC, CNK, Exhibitors Industry, GSM, MSPD, OCLR, RGC
  • 11/09/11 Update GSM (Buy; $23.75): Reports CQ3 ’11 Results; More Than 50% of Silicon Metal Capacity for CY ’12 is Booked; Lowering Estimates and Price Target…
  • 11/07/11 Morning Note B. Riley & Co. Morning Notes: BJRI, BOFI, DRL, GSM, JMBA, Q3'11 Earnings Preview Update
  • 11/01/11 Morning Note B. Riley & Co. Morning Notes: ANH, AOL, BBRG, BJRI, BMTC, CIDM, COHR, CVU, DRCO, Focus List, GHDX, GPX, JDSU, LIOX, MSPD, MYGN, NARA, OPXT, Q3 '11…
  • 11/01/11 Update B. Riley & Co. Focus List for the Month of November: AGNC, BC, CHRS, CSTR, DRL, DRCO, GSM, IBKC, JMBA, LIOX, MYGN, OPLK, WWWW
  • 10/26/11 Morning Note B. Riley & Co. Morning Notes: AFOP, DAVE, EHTH, ELNK, EXAR, GSM, IIVI, KONA, OFG, PCTI, PRGX, PVSW, SBNY, STBA, SIX
  • 10/26/11 Update GSM (Buy; $26.00): Silicon metal buyers closing in on 2012 contracts; weakness in steel markets a concern for silicon alloy prices; rated Buy w/ $26.00…
  • 10/06/11 Update GSM (Buy; $26.00): Resetting Expectations for CY ’12 Silicon Metal Prices; Lowering Estimates; Lowering Price Target from $31.50 to $26.00
  • 10/06/11 Morning Note B. Riley & Co. Morning Notes: BIRT, GSM, KEYN, PPC, ZUMZ
  • 10/02/11 Update Focus List for the Month of September: AGNC, BC, DRL, DRCO, GSM, IBKC, JMBA, LIOX, OPLK, WTSLA, WWWW
  • 09/01/11 Morning Note B. Riley & Co. Morning Notes: ACW, Agency MREITs, AGNC, BC, BIRT, DRCO, DRL, FNSR, FPTB, GSM, IBKC, JMBA, KKD, OMEX, OPLK, OPNT, PPC, WTSLA, WWWW,…
  • 08/25/11 Morning Note B. Riley & Co. Morning Notes: AEO, ATNY, BPOP, CPKI, FCAL, GSM, OZRK, PPC
  • 08/24/11 Update GSM (Buy; $31.50): Time to Revisit this Story as Sell Off Creates Buying Opportunity
  • 08/23/11 Morning Note B. Riley & Co. Morning Notes: AEO, GSM
  • 08/09/11 Morning Note B. Riley & Co. Morning Notes: ACW, ADPT, AGNC, Agency Mortgage REITs Industry Update, AOL, BC, BEBE, BOH, BPOP, EVOL, EXAR, GSM, JMBA, LIOX, MRVC,…
  • 08/09/11 Update Our Best Ideas - ACW, AGNC, BEBE, BOH, EXAR, GSM, JMBA, LIOX, SUSQ, VSAT, WWWW
  • 08/02/11 Morning Note B. Riley & Co. Morning Notes: BIRT, AGNC, ANH, ARR, CALD, CMO, CYS, GPX, GSM, HOTT, HTS, IIVI, KSWS, KONA, LIOX, MCHX, Mortgage REITs Industry,…
  • 08/02/11 Update GSM (Buy; $33.25): GSM Closes Alden Transaction; Potential for Another Home Run; Adjusting Estimates; Maintaining “Buy” Rating and $33.25…
  • 07/31/11 Update Focus List for the Month of August: ACW, BIRT, DRL, DRCO, GSM, IBKC, JMBA, OPLK, WTSLA, WWWW
  • 07/31/11 Morning Note Morning Notes: ACCL, ACW, BIRT, CALD, CLFC, DRL, DRCO, GBCI. GSM, IBKC, JMBA, KEYN, OPLK, PPC, SIMO, WSFS, WTSLA, WWWW, YHOO
  • 06/30/11 Morning Note B. Riley & Co. Morning Notes: ACW, ATNY, BIRT, BOFI, CAMP, DRCO, GSM, IBKC, JMBA, KTOS, OPLK, PPC, WTSLA, WWWW
  • 06/29/11 Update Focus List for the Month of July: ACW, BIRT, BOFI, DRCO, GSM, IBKC, JMBA, OPLK, WTSLA, WWWW
  • 06/20/11 Morning Note B. Riley & Co. Morning Notes: EGHT, FCAL, GSM, SUSQ, UMPQ, WSFS
  • 06/14/11 Morning Note B. Riley & Co. Morning Notes: GSM, KKD, LTRE
  • 06/05/11 Morning Note B. Riley & Co. Morning Notes: DRCO, GSM, STEC
  • 06/04/11 Update GSM (Buy; $33.25): One More Reason to Get Excited About This Story; Alden Deal Ought to be Worth Several Dollars/Share; Remains Actively Looking for…
  • 06/01/11 Morning Note B. Riley & Co. Morning Notes: CAMP, GSM, HOMB, HOTT, SIX, VSAT, ZUMZ
  • 05/31/11 Morning Note B. Riley & Co. Morning Notes: BIRT, BOFI, DRCO, GSM, FBP, FNB, GSM, HOMB, HOTT, IBKC, JMBA, KCP, LIOX, OPLK, OZRK, SGGH, WTSLA, WWWW, ZUMZ
  • 05/31/11 Update B. Riley & Co. Focus List for June 2011: BIRT, BOFI, DRCO, GSM, IBKC, JMBA, OPLK, WWWW, WTSLA
  • 05/10/11 Morning Note B. Riley & Co. Morning Notes: BBRG, EGHT, EVOL, GSM, LTRE, MRVC.PK, Retail Industry, STEC, ZUMZ
  • 05/10/11 Update GSM (Buy, $33.25): Reports strong CQ1 '11 results; announces Nigeria mining project; raising estimates and price target from $31.40 to $33.25
  • 05/08/11 Morning Note B. Riley & Co. Morning Notes: BBRG, FBP, GSM, KSWS, LTRE, Q1 '11 Earnings Preview Update, TTGT
  • 05/01/11 Morning Note B. Riley & Co. Morning Notes: ACCL, AEO, AXTI, BEBE, BIRT, BOFI, CACH, CALD CLFC, COHR, DRCO, DRL, FCAL, GSM, HOTT, IBKC, JDSU, JMBA, KCP, OCLR,…
  • 04/11/11 Morning Note B. Riley & Co. Morning Notes: GSM, Retail Apparel Industry, SIMO
  • 04/06/11 Morning Note B. Riley & Co. Morning Notes: GSM, HOTT, KTOS, STEC, ZUMZ
  • 04/05/11 Update GSM (Buy; $31.40): Highlights from management meetings; updating our thoughts on current market conditions and GSM’s prospects; reiterate Buy…
  • 03/31/11 Morning Note B. Riley & Co. Morning Notes: BIRT, BOFI, CACH, CYBI, DRCO, Focus List for the Month of April, GAMR, GSM, IBKC, JMBA, OCLR, Retail Apparel Industry,…
  • 03/23/11 Morning Note B. Riley & Co. Morning Notes: GSM, ISSI, VLCM
  • 03/14/11 Morning Note B. Riley & Co. Morning Notes: AXTI, DRL, GSM, SABA, SBNY
  • 03/02/11 Morning Note B. Riley & Co. Morning Notes: BJRI, BWLD, ELNK, GSM, HOTT, ZUMZ
  • 02/28/11 Morning Note B. Riley & Co. Morning Notes: BIRT, BOFI, DRCO, DSW, DTSI, GSM, JMBA, KCP, OCLR, SRSL, TBBK, WTSLA
  • 02/28/11 Update B. Riley & Co. Focus List for March 2011
  • 02/17/11 Morning Note B. Riley & Co. Morning Notes: DDIC, DRCO, GSM, KSWS, MAG, MPAA, RMYI, YUM
  • 02/16/11 Update GSM (Buy; $31.40): GSM To Build Low Cost Silicon Metal Plant in Iceland; Raising Price Target
  • 02/09/11 Morning Note B. Riley & Co. Morning Notes: AXTI, DAVE, EPIC, FBP, GSM, ITI, LOOP, MAG, The optical component and comm IC space
  • 02/08/11 Update GSM (Buy; $27.25): Reports CQ4 ’10 Results; Raising Estimates and Target on Strong Demand and Pricing
  • 02/08/11 Morning Note B. Riley & Co. Morning Notes: BBRG, BWLD, CAKE, DRCO, ELNK, GSM, LIOX, LTRE, VSAT, VTSS, WWWW
  • 02/06/11 Morning Note B. Riley & Co. Morning Notes: BPOP, CLFC, ELNK, EPIC, FCAL, GSM, LIOX, MAG, OFG, Q4'10 Earnings Preview Update, RNST, STEC, STMP, WSFS
  • 02/05/11 Update GSM (Buy; $24.00): Earnings Preview: Expect In Line CQ4 '10 Results; Strong End Market Demand and Visibility; Raising Price Target to $24.00
  • 02/02/11 Morning Note B. Riley & Co. Morning Notes: AFOP, BEBE, BIRT, GSM, HOTT, MPAA, NEWP, NTCT, PVSW, RMYI.PK, SYMM, ZUMZ
  • 01/31/11 Morning Note B. Riley & Co. Morning Notes: AFOP, BEBE, BIRT, BOFI, BWLD, CALD, DRCO, GSM, HOTT, IIVI, JMBA, KCP, NEWP, OCLR, PFBC, SIMO, SYMM, TBBK, WTSLA
  • 01/30/11 Update Focus_List_2011-02.pdf
  • 01/27/11 Morning Note B. Riley & Co. Morning Notes: APM Industry, BPOP, COHR, DRL, GSIT, GSM, IBKC, OCLR, OPLK, OPNT, OFG, TCBI, UMPQ, UNTD
  • 01/13/11 Morning Note B. Riley & Co. Morning Notes: DRL, GSM, PACW
  • 01/10/11 Morning Note B. Riley & Co. Morning Notes: BOFI, GSM, PNFP, SIMO
  • 01/02/11 Morning Note B. Riley & Co. Morning Notes: AEO, BEBE, BOFI, CACH, DRCO, GSM, HOTT, JMBA, OCLR, PSUN, SABA, TBBK, WTSLA, ZUMZ
  • 01/02/11 Update B. Riley & Co. Focus List for January 2011
  • 12/21/10 Morning Note B. Riley & Co. Morning Notes: BPOP, FINL, GSM, KTOS, MPAA, SNAK
  • 12/09/10 Morning Note B. Riley & Co. Morning Notes: CLFC, GSM, LTRE, NARA, PPC, TCBI, ZQK
  • 12/08/10 Morning Note B. Riley & Co. Morning Notes: CYBI, ELNK, GSM, NARA
  • 12/06/10 Morning Note B. Riley & Co. Morning Notes: DRL, FBP, GSM, SIX, VSAT
  • 11/30/10 Morning Note B. Riley & Co. Morning Notes: BOFI, CAKE, DRCO, FNSR, GSM, OCLR, SABA, SANM, TBBK, VTSS.PK, WTSLA
  • 11/30/10 Update Focus List for the Month of December: BOFI, CAKE, DRCO, GSM, OCLR, SABA, TBBK, WTSLA
  • 11/29/10 Morning Note B. Riley & Co. Morning Notes: GSM, PPC
  • 11/11/10 Update GSM ($16.54, Buy): GSM has Contracted a "Significant" Portion of CY '11 Silicon Metal Production and has Recently Been Booking Above Published…
  • 11/09/10 Morning Note B. Riley & Co. Morning Notes: FULT, GSM, JMBA, MAG, PPC, PRTS
  • 10/31/10 Morning Note B. Riley & Co. Morning Notes: ACTU, AEO, BEBE, BOFI, CACH, CAKE, DRCO, FCF, GSM, HOTT, IBKC, MSPD, NPBC, OCLR, PPC, PSUN, Q3 '10 Earnings Preview…
  • 10/31/10 Update Focus List for Nov. 2010: BOFI, CAKE, DRCO, GSM, OCLR, SABA, TBBK, WTSLA
  • 10/26/10 Update GSM ($15.27; Buy): Raising Estimates in Wake of Ryan's Notes Conference; Reiterate "Buy"
  • 09/30/10 Morning Note B. Riley & Co. Morning Notes: BOFI, BPOP, CAKE, DRCO, GSM, LCRY, MRVC, PNFP, SABA, WTSLA
  • 09/29/10 Update Focus List for the Month of October: BOFI, CAKE, DRCO, GSM, MRVC, PNFP, SABA, WTSLA
  • 09/19/10 Morning Note B. Riley & Co Morning Notes: DRCO, GSM, KTOS, SBNY
  • 09/18/10 Update GSM ($13.79; Buy): Reports Strong Results & Declares Dividend; Reiterate “Buy” Rating
  • 09/15/10 Morning Note B. Riley & Co Morning Notes: Morning Notes: AEO, BOFI, CVBF, GSM, KEYN, NARA
  • 09/09/10 Morning Note B. Riley & Co. Morning Notes: AEO, FINL, GSM, PNFP
  • 08/31/10 Morning Note B. Riley & Co. Morning Notes: BOFI, EGHT, GSM, KTOS, MRVC, NPBC, SABA, WTSLA, WSFS, WWWW
  • 08/19/10 Morning Note B. Riley & Co. Morning Notes: GSM, MAG, SBNY, SIX, WTSLA, ZUMZ
  • 08/10/10 Morning Note B. Riley & Co. Morning Notes: DRL, GSM, HOMB, LTRE, SYMM