Sep. 4 at 8:50 PM
$GSM Ferroglobe PLC is a silicon player that, due to geopolitical changes, is now taking on a much more central role in Western production. I believe the company, at the right price, is attractive. Based on the company's estimate accuracy, fundamentals, and yield, I would put a
$5/share price target to clear my hurdle of 15% annualized, which the company is now doing.