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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
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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.

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