Consider Spruce Pine is the world's only producer of high quality quartz at commercial scale for semiconductor manufacturing. Without this, it is impossible to make the crucibles that produce pure silicon wafers necessary for semiconductor processes.

This is all over the tech forums. People are legitimately concerned about a new semiconductor shortage because of the flooding at Spruce Pine. It will take several months for shortages to manifest, but if the factories in Spruce Pine don't come back online and soon, semiconductors are going to get really scarce and expensive for several years.

So yeah...this company should be worth a lot. They have an effective monopoly in the industry. There is no way Spruce Pine isn't a factor in some way to what is happening in North Carolina.

Hopefully, this will force the industry to build some resiliency into the supply chain and find alternate sources for this critical resource, even though it may be more expensive. This vulnerability in pursuit of maximum efficiency and profit is dangerous.

I remember rumors back in 2015 from "CIA" sources that there was going to be a dangerous shortage of silicon wafers. Now I understand.