All Systems Go At KEMET

  • Here is a company that is producing at full capacity in sectors characterized by excess demand.
  • Investors worry that the excess demand can turn, but management has given us a few good reasons not to overly worry here as it’s unlikely to disappear any time soon.
  • What the company is doing is raising CapEx substantially, so there is stuff holding the company back in the short term.

Source: All Systems Go At KEMET – KEMET Corp. (NYSE:KEM) | Seeking Alpha