31 Dec '11, 1pm

Adampak: What does SSD replacing Magnetic Hard Disks mean to them

Adampak: What does SSD replacing Magnetic Hard Disks mean to them

At $0.025 payout that translates to a 9% yield Average DPU since listed (2005) have been $0.02 translating to a 6.9% yield Business is net cash with very strong free cash flow How I would describe them is that they are an extension of 3M. Using 3M’s products to customize and serve a wide industry of customers by value adding to their products. Their advantage lies in the delicate balance their products sits in their users end product. It is not a large portion of the cost to produce the end product such that the customers would often think about switching. Rather the customer looks at other intangible aspect such as the quality of delivery and reliability and the additional cost should they switch over. The opportunities is that whichever industry 3M’s and their suppliers products are used, they can potentially edge in. This business they way I see requires a lot of busine...

Full article: http://www.investmentmoats.com/stock-market-commentary/va...

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