Provides high-purity chemicals, alloys, and materials for the semiconductor industry. Has its own beryllium mine, which lowers the cost of providing that metal. An interesting way to participate in the growth of AI via picks & shovels. Yield is 0.21%.
They make engineering materials for many industries, including aerospace, cars and consumer electronics. Is -5% this year, but 20% in the last 3 months. Trades at 16x PE and has double-digit growth ahead.
Provides high-purity chemicals, alloys, and materials for the semiconductor industry. Has its own beryllium mine, which lowers the cost of providing that metal. An interesting way to participate in the growth of AI via picks & shovels. Yield is 0.21%.
(Analysts’ price target is $257.33)