Thanks VL, appreciate your answers. I'm now trying to decide if this idea just got more interesting, or less, due to this new announcement.
Best,
Ringo
I got the wording all wrong. Here are the numbers justifying the statement that KOMG is trading below replacement value:
The new $500m Showa facility increases the Showa's total capacity from 15.75m disks/mo to 24m... login to read the rest
Not sure that I understand your comment about KOMG trading at a discount to replacement cost. If the Showa Denko facility does 24mm disks/mo (288mm annually) for $500mm, and KOMG does 41mm/qtr (164mm annually),... login to read the rest
This is an interesting idea. It's hard to find any real operating businesses trading near 52 week lows these days.
I hope you don't mind me barraging you with a ton of questions, but since... login to read the rest
Are you sure you want to close this position Komag?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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