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KEMET Corp. Message Board

joshua1779 21 posts  |  Last Activity: Jul 24, 2014 2:50 PM Member since: Mar 19, 2009
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  • joshua1779 by joshua1779 Jul 24, 2014 2:50 PM Flag

    They missed but not by much. The results are much better that in the previous quarter and the one before. The result doesn't warrant this huge 13% drop in stock price.
    Kemet is working with a big handicap in form of the bit long term debt that costs them over $10M each quarter. It is result of their reckless overleveraging some ten years ago. Without this quarterly debt servicing they would show nice profit. Because of their mistakes in the past they now need to show very big profitability to service the debt. They almost pulled it off this quarter but missed a bit.

  • Axcelis could fill a big gap in the Lam offer. They have excellent implant tools technology and the company stock is dirt cheap. Lam would buy tons of patents and unique technology on the cheap.

  • joshua1779 joshua1779 Jul 3, 2014 12:48 PM Flag

    value_investor_1001 I have to disagree. Actions has no cash flow problems and therefore the quick cash profits should not be their primary concern. They are focused on achieving "big success" which means gaining market share at the expense of the short term profits.
    It is a four ways (or even more) race and Actions is a newcomer here playing catchup. ATM7039 is a good chip but there is Rockchip with an excellent RK3188, Allwinner with A31, Amlogic with M803 all very good and designed into many tablets. Mediatek is growing also with MT6592. The job for Actions is to get ahead of these guys. Rockchip is coming with new RK3288. The Actions ATM7039 is just an interim step. The new licensing deal for Cortex A50 will let Actions jump ahead at the expense of foregoing some immediate profits. They don't pay much attention to short term stock holders concerns. They play for the big prize and have a good chance to win. I believe that the management has a sound strategy.

  • This is a very important contract. It lays the foundation for Action's development of state of the art 64bit SoC chips. Yet there was no reaction by the market to this key licensing deal. Surprising.
    Looks to me that the management know what they are doing and consequently execute on their plan to become number one SoC maker.

  • This despite three cheer up articles including the chief cheer on master Daniel Sparks. Sparks has trotted out his usual cookie puncher pumping story about Tesla selling 500 thousand cars in 2020 and the gigafactory being great success soon. This company high stock valuation is supported by these pumping articles but this is wearing thin. These articles are so repetitive.

  • Reply to

    Price dropping some but the volume is huge

    by joshua1779 May 15, 2014 2:14 PM
    joshua1779 joshua1779 May 16, 2014 12:34 PM Flag

    I understand your logic, however; I think their comments were driven by the constant pressing by one of the analysts to do Dutch tender. They just try to get rid of this guy by appeasing him. He must represent fund with lots of Actions stock.
    The volume lately was around 300 thousand shares so Actions will soon be able buy 75 thousand shares in a day. Still not enough, but the price for them is fantastic. Half of what tender price would cost per share. Actions guys are probably in no big hurry and they are very thrifty (cheap). As they said, even at $3.50 per share they will not be able to buy much because few shares will get tendered. I do not understand why they authorized 50 mil share buyback. Maybe it is just a game to make it look like they are doing something with the tender.

  • I think that the company is now buying stock big time and this is the reason the price is not down even lower. On Q4 2013 conference the analyst Fearson was asking again, what about dutch tender. The answer was that company doesn't want to buy stock for $3-3.5
    They were right. They can now buy under two bucks.
    I see that ATM7039 tablets are pushed by many resellers in China. Until Rockchip comes out with RK3288 chip, this ATM7039 is the best in the market. Action should be selling lots of chips this quarter. Lets wait and see. If they don't then something is basically wrong and maybe they will need to look for another business.

  • Reply to

    Bad news must be coming.

    by joshua1779 May 1, 2014 2:00 PM
    joshua1779 joshua1779 May 7, 2014 11:25 PM Flag

    revolver amendment looks ok. It might signify cash flow problems. Japan deal might fall apart if KEM misses next payment. It is likely.
    They might report some of these "one time" charges that they have almost every quarter. Today's drop in price is huge. Something must have leaked out.

  • Reply to

    Missed by a penny!

    by flaglerbch14 May 6, 2014 4:22 PM
    joshua1779 joshua1779 May 6, 2014 5:26 PM Flag

    They guided $60M to $66. Looks like they are within that on the low end ($60.8M). Also profits guided 0-2cents per share. They are at zero which is within guidance at the low end.

  • Reply to

    Bad news must be coming.

    by joshua1779 May 1, 2014 2:00 PM
    joshua1779 joshua1779 May 6, 2014 2:09 PM Flag

    Looks like the miss will be big. Not just slight. They will also have another of their "one time" reorganization charges. The loss per share will be very high. The market is starting to price this in. Today's stock price drop seems to accelerate. Expect price under $4 after the report. This is dead money for years to come.

  • Reply to


    by flaglerbch14 May 2, 2014 9:46 AM
    joshua1779 joshua1779 May 2, 2014 12:01 PM Flag

    I still do not understand what ZACS has to gain by constantly bashing this stock? Are they short or what?

  • Reply to


    by flaglerbch14 May 2, 2014 9:46 AM
    joshua1779 joshua1779 May 2, 2014 12:00 PM Flag

    I have to agree. It looks very possible they will miss their numbers in a big way. If that happens then $1.40 or even lower is likely. This stock was under one dollar not so long ago.

  • This is the only explanation for this massive price drop.

  • Reply to

    Terrible Stock Price Action

    by rroach76 Apr 28, 2014 6:14 PM
    joshua1779 joshua1779 May 1, 2014 1:59 PM Flag

    They do not manage their cash too well. Take risky gambles and leave the company very vulnerable with no cash. They have done this before and almost went bankrupt eight years ago. Now they are at it again. Zero responsibility.

  • Reply to

    Once again sell!

    by flaglerbch14 Apr 23, 2014 9:33 AM
    joshua1779 joshua1779 May 1, 2014 1:52 PM Flag

    Most was in Q2

  • Reply to

    Terrible Stock Price Action

    by rroach76 Apr 28, 2014 6:14 PM
    joshua1779 joshua1779 May 1, 2014 10:26 AM Flag

    Earnings are coming soon. I bet something had to leak out. The earnings are probably bad. This might go lower. JMHO

  • Huge rock. Lost 33% of its value in the last few weeks. It didn't stop at the round $2 mark. It keeps on falling. At this rate $1.50 is possible before the earnings report in a few days.
    I see no explanation other than the report will be bad and this is getting priced in. Sales probably down to $50M or lower. If sales are down then there will be another loss. I would not be a buyer in here before the earnings clarify the situation. I bet the earnings are the reason here.

  • Reply to

    This stock price

    by joshua1779 Apr 28, 2014 3:43 PM
    joshua1779 joshua1779 Apr 28, 2014 4:33 PM Flag

    It will be interesting. All these new orders will not help the last quarter. Maybe the revenues reported for A2 will be low, but the guidance good. It is encouraging that the new orders are in all three groups of products; current energy and medium.

  • joshua1779 by joshua1779 Apr 28, 2014 3:43 PM Flag

    is really acting very very weak for the last three weeks. What is the reason?
    There are many possibilities but the price is dropping even on up days. Goes down a lot on weak market days. If $2 was a good entry point then now under $1.80 is much better.

  • His spam looks really stupid given that ACLS is tanking for the last few weeks.

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