TOYO, what am I missing?
2x trailing earnings, 1x book, 0.4x sales, 2.5x FCF and 1.4x EV/EBITDA after reporting $261M H1 revenue, $45.8M net income and $61.4M operating cash flow. Future 45X credits could be HUGE. Risks: Ethiopia/CBP, Commerce, new tariffs, lower normalized margins, financing a $357M Texas plant and diluti…
2x trailing earnings, 1x book, 0.4x sales, 2.5x FCF and 1.4x EV/EBITDA after reporting $261M H1 revenue, $45.8M net income and $61.4M operating cash flow. Future 45X credits could be HUGE. Risks: Ethiopia/CBP, Commerce, new tariffs, lower normalized margins, financing a $357M Texas plant and dilutio...