Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next
Author: davidausa Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 361  
Subject: Re: kem price Date: 1/24/2001 11:21 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 6
Sorry to butt in, but I don't think KEM's stock price is affected by their relatively tiny investment in tantalum mining. This investment is financially insignificant and is not made for purposes a generating a new source of income. Rather, its importance is only in helping to secure adequate supplies of an essential ingredient of Kemet's premier product, tantalum capacitors.

I prefer the other poster's explanation of Kemet's depressed stock price. The market has been unkind to all companies in the electronic component sector, depressing good companies along with the bad. Kemet has enjoyed a huge run-up in profitability, they are challenged by high prices and limited supply for tantalum powder, and I think the market has been waiting to see if they could continue to grow in the face of a weakening economy and supply problems. This quarter's financials look like good news to me; Kemet is almost past the obstacles and back on track for significant growth. I look for substantial increases in the stock price over the next six months.

--David
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next

Announcements

2013 Feste Award Voting Begins!
Who will win the 2013 Feste Award? Vote now for the Fool that most exemplifies the Fool Community mission of Learning Together!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Tax Strategies

TMFPMarti-Feeling Good
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement