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Message
re: Kemet Corporation (KEM)
Posted on 2/1/18 at 12:38 pm to YoungManOldMan
Posted on 2/1/18 at 12:38 pm to YoungManOldMan
Listening to the conference call, Per Loof, states that they have very strong demand with a book to bill ratio of 1.2. They essentially ran out of capacity this quarter to fulfill all orders, so that's one reason for the strong numbers. Also, they plan about $60m in capital expenditures and expect that to bring in an extra $100m over the year.
KEM will be a fun ride.
KEM will be a fun ride.
1
Posted on 2/1/18 at 1:23 pm to Jyrdis
I bought 50 more shares at 18.76.
This drop has me puckering a little though.
This drop has me puckering a little though.
Posted on 2/1/18 at 1:25 pm to Drew Orleans
You're puckering? I convinced the wife to let me put another $1500 in this morning during the pre-market jump of +2.
I was saying, look we got it. This is solid.
Then the f-ing thing drops -4 at open.
I'm hoping she doesn't ask me crap for a few days at least.
19.63 average cost on 100.
I was saying, look we got it. This is solid.
Then the f-ing thing drops -4 at open.
I'm hoping she doesn't ask me crap for a few days at least.
19.63 average cost on 100.
This post was edited on 2/1/18 at 1:32 pm
Posted on 2/1/18 at 1:50 pm to YoungManOldMan
Pretty much the same. I showed her the pre-market value this a.m. after buying 100 shares the other day without letting her know about my plan. Oops.
Then it dropped today and I bought more. Oops again.
I’m in for 150 shares at 19.66
Then it dropped today and I bought more. Oops again.
I’m in for 150 shares at 19.66
This post was edited on 2/1/18 at 1:52 pm
Posted on 2/1/18 at 3:21 pm to Drew Orleans
Stout, if I threw a grand at one stock, would you go KEM or AUPH?
Posted on 2/1/18 at 3:33 pm to S1C EM
AUPH is like every other young Biotech stock, purely speculative at this point. KEM at least has a product AKA underlying value right now. They are also profitable. AUPH is a promise to be profitable IF their product clears clinicals and works. That is to say if they don't get bought out which happens often in pharm/biotech. With all of that being said, if AUPH fulfills its potential the upside is huge.
I won't tell you what to do because I don't like doing that but that's my .02 on it and as I always say, do your own research and decide what you're comfortable with.
FWIW I own both.
I won't tell you what to do because I don't like doing that but that's my .02 on it and as I always say, do your own research and decide what you're comfortable with.
FWIW I own both.
This post was edited on 2/1/18 at 3:34 pm
Posted on 2/1/18 at 3:46 pm to stout
All good points. Very appreciated. 
And I presume KEM would eventually produce dividends?
I'd go in on both, but only putting so little in, I want to start with as much of one as I can, preferably the one with the lesser amount of risk. AUPH looks really good, but you're right. Given where they are and what still has to happen, there's still a lot of chance involved.
And I presume KEM would eventually produce dividends?
I'd go in on both, but only putting so little in, I want to start with as much of one as I can, preferably the one with the lesser amount of risk. AUPH looks really good, but you're right. Given where they are and what still has to happen, there's still a lot of chance involved.
Posted on 2/1/18 at 3:47 pm to stout
Let me follow that up. I haven't seen it anywhere, but is there a projected ceiling on KEM?
Posted on 2/1/18 at 3:59 pm to S1C EM
To weigh in, I've seen one estimate of $24. The analyst consensus is around $21, give or take a few cents. One thing you may also want to consider is the $27 52-week high that occurred in November then pulled back 40% on reasons stated earlier in this thread.
I'll offer my two cents on which one to choose by simply asking how much volatility are you willing to handle? If a stock has a small float, then it can be volatile. Also, biotechs like AUPH (and some others I own) have a lot of volatility. Of course KEM fell 7% today on excellent earnings.
I'll offer my two cents on which one to choose by simply asking how much volatility are you willing to handle? If a stock has a small float, then it can be volatile. Also, biotechs like AUPH (and some others I own) have a lot of volatility. Of course KEM fell 7% today on excellent earnings.
Posted on 2/1/18 at 4:04 pm to Jyrdis
So you're saying KEM has a ceiling of $24, at best, and is currently at mid $19? Doesn't leave much room for growth. I did also note their drop today in spite of a good earnings report.
Are there some others that I should be looking at?
Are there some others that I should be looking at?
Posted on 2/1/18 at 4:08 pm to S1C EM
quote:
So you're saying KEM has a ceiling of $24, at best, and is currently at mid $19?
Not at best. That's as of now and that's just a combination of analyst projections. Price targets get raised and lowered constantly. I suspect this will happen soon for KEM as well.
Posted on 2/1/18 at 4:12 pm to S1C EM
quote:that's not what he said
So you're saying KEM has a ceiling of $24, at best,
quote:that's 26% gains man. This isn't crypto
and is currently at mid $19? Doesn't leave much room for growth.
Posted on 2/1/18 at 4:17 pm to S1C EM
quote:
So you're saying KEM has a ceiling of $24, at best,
As Stout said, not at best. The analyst in question wrote that report a few weeks ago when it was in the $17-$18 range. He also thought it'd hit $24 within a few months.
Given the earnings today and good conference call, I think it'll happen--maybe by April/May. But it's the second and third quarters where KEM should really start to come on as they add their capacity via capital expenditures and continue to work in their partnerships.
Posted on 2/1/18 at 4:25 pm to Jyrdis
Gotcha. Sorry, still very much a novice with this stuff and trying to feel out how it works. Appreciate the input, though.
Posted on 2/2/18 at 7:58 am to S1C EM
Down again in premarket. I don’t get it. Solid earnings and joint venture = -10%? I don’t get it.
I’m not letting this one go. Just don’t understand.
I’m not letting this one go. Just don’t understand.
Posted on 2/2/18 at 8:13 am to YoungManOldMan
It's down on 1.8k shares trade. Premarket is fickle. It's nice to see a stock up PM, but that can be based on 200 shares traded. Don't let PM sway you.
Posted on 2/2/18 at 9:11 am to stout
in on 300 at $19.33....MT doing it's job
Posted on 2/5/18 at 11:12 am to cuyahoga tiger
I bought a few hundred shares last week and, of course, am down 8% already.
I am so damned good at losing money because of the recommendations here.
I am so damned good at losing money because of the recommendations here.
Posted on 2/5/18 at 11:17 am to stuntman
This isn't a short term play, people.
Posted on 2/5/18 at 11:18 am to stout
No harm, Stout.
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