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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (38707)8/23/2010 11:44:48 PM
From: Spekulatius  Read Replies (1) of 78742
 
re SEMX.PK, ATMI (12.82$) - poor earnings report (operating loss) took the stock down 2$. I expected at least flat results if not improvement. I sold my starter position today at a loss.

Started some ATMI at 12.82$. This is a niche manufacturer for gas supply systems and consumables for the life science and semiconductor business. Stock is trading at around 13x earnings, 1.1x tangible book and almost 30% of the market cap is covered by net cash. I figure the downside limited. The business has good gross margins but ATMI due to it's limited scale has high fixed cost. I think it is a natural takeover candidate for a larger player like Praxair or Air Liquide.
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