Zen, RCHN; I basically agree with your comments on GV, CMKG and VTNR (although I'm not sure about the enviro risk re VTNR)....but doesnt RCHN make Heat Sinks? Those are pretty much a low tech commodity item, and hundreds of large and mid and small companies manufacture them.
RCHN could be a great value, and there revenues and earnings may be on the upswing for whatever reason, but its not really an emerging field as far as I see.