TOYO TOYO Co., Ltd

$TOYO Some day investors will discover this share.: Share book nerarly 2 PE Ratio between 2 and 3 unbelievable cheap

$TOYO hit $5.03 today, up 11% at the high, through the 4.87 August high and above $5 for the first time since August. Part of it is the sector. Midterms are tomorrow, Polymarket has Democrats at 72% to take both chambers, and Democrats wrote the 2022 law that created the solar tax credits. Solar stocks are up across the board on that, TAN up 6%. Part of it is TOYO specific. The new US duties on solar cells and modules from India, Indonesia and Laos take effect today: combined rates up to 249% on India, 268% on Indonesia, 219% on Laos. Those three became the main source of US cell imports after the 2025 duties on Vietnam, Thailand, Malaysia and Cambodia. From today that supply costs two to three times more, and US module makers need cells from somewhere else. TOYO makes 4 GW of duty free cells in Ethiopia, and US Customs cleared them four days ago after a full supply chain review. There are not many duty free, Customs checked cell suppliers left. $TAN $FSLR $TE $CSIQ

$TOYO followed through today, low 4.77, high 5.14, close 4.96, up 5.1% on 559K shares, with $SPY +0.3% and $TAN +3%, about twice the sector again. Highest close since Aug 18, first close above the August highs, and it took out Monday's 5.03 high, so the breakout held on day two instead of fading. Four cents short of a $5 close, but the level that needed to go was 4.87, and it's gone. Next up is the 5.25 shelf, then the gap at 5.50. Support is 4.87, then 4.70. Election results overnight.

$TOYO Same reaction here. I went in with a list of questions and came out with the funding plan on a slide, the supply chain spelled out country by country, and the trade issues handled head-on instead of hidden in a footnote. This is a company that treats its own risks as agenda items. I’m even more confident and more bullish today.

Been on the road for work the past 3 weeks just catching up now. $TOYO - Hugely impressive analyst day presentation. Rhone remains a compelling and articulate voice for the company. They are managing and addressing policy headwinds professionally and transparently which is what you want to see. The market is forward looking but they are being valued for the next 3 months not the next 2-3 years. That to me is the opportunity for those with patience. $ARQ i'm back in with a decent position on this name. Another that is a much better company than is reflected in their valuation. $VICR Core in tact, sold my swing. Will re add that on any further downside. They are making yummy noises to the market and their upside is tremendous. $ANRGF Been volatile relatively speaking but i have a full position here. $DAVE Swing trades here. Regular 10-15% moves over 3 week timeframes Have a few positions that I'm building and inverse etfs on quantum for cash. Ireland last stop then home.

$TOYO I am also extremely impressed that Toyo has hired Ana B. Hinojosa to advise them on their detention problem. She is the Former Executive Director, Trade Remedy and Law Enforcement, U.S. Customs and Border Protection (CBP), Office of Trade, and worked there for over 21 years. She also advises for Oritain, which is essentially a forensic supply-chain verification company. Its job is to determine whether a product or raw material really came from the place a company says it came from. At times it uses isotopes and trace elements in the material to create a digital fingerprint to verify geographic origin. Not saying that this is necessarily what is happening here, but when she says “We are very optimistic that the resolution of the detentions is a day to a week away. So we’re very, very optimistic about that …” I think this carries even more weight than Toyo’s management itself asserting this.

$TOYO as long as we keep holding, price will spike up. even in a down market like friday or today's. LOL. LOVING IT. Wish i collected more when it was below $4.00

$TOYO oversold, over shorted, rerate potential is high due to many distinct but related regulatory items that should go away or be placed into perspective, a great committed backlog for 2027 and growth on tap! Oh, did I mention a 1.80 x P/E and in great alignment with Trump policies and objectives?

$TOYO Jeffrey Kessler (Dept of Commerce) & Ana Hinojosa (Former CBP Director) publicly attending TOYO's Investor Day is a MASSIVE vote of institutional trust. Kessler wouldn't be standing next to management if a ban was on the table. Ana confirmed live on panel that CBP has all docs and resolution/release of detained Ethiopian cell shipments is "a day to a week away" ⏱️ With Texas factory expansion ($357M) tied to US supply chain goals & 2026 midterms, government wants this solved. Intertek CEA 'Top Quality' audit already proves compliance. Shipment release could drop any moment. Short squeeze loading!

$TOYO Dont sell friends. Buy more. There are some majorly trapped shorts. More good news is coming soon with 232 agreements and a prelim determination in the DOC case. We already cleared the ITC case. Once we have HJT loans secured nothing can stop this.

$TOYO been waiting on this day for months and months. Thanks to all the pros here that continued to provide solid, fact-based information!!

Oil is getting more expensive, Al data centers expansion will require more and more energy.. earlier or later solar stocks will become "cool" again. Looking at top 10 solar stocks valuation and sorting by Forward EV/EBITDA... TOYO today is leading, however, Mkt Cap smallest 1. $TOYO: ~3.6x | Mkt Cap: $170M 2. $DQ: ~5.5x | Mkt Cap: $1.2B 3. $JKS: ~6.5x | Mkt Cap: $425M 4. $ARRY: ~8.2x | Mkt Cap: $1.1B 5. $FSLR: ~8.5x | Mkt Cap: $17.0B 6. CSIQ: ~8.7x | Mkt Cap: $700M 7. SHLS: ~11.5x | Mkt Cap: $1.2B 8. ENPH: ~14.2x | Mkt Cap: $4.0B 9. SEDG: ~16.0x | Mkt Cap: $1.9B 10. CSLR: ~18.5x | Mkt Cap: $110M

$TOYO from what levels we will see short squeezes? 4 millions shorted stocks hard to close...

$TOYO Been on sidelines waiting to get confirmation of CBP case. Now that it is resolved should be smooth sailing again. Entered back in at $4.38 and holding long term. Still over 4m shares sold short, would expect some coverings this month after this news. Alot were banking on severe penalties and fines.

$TOYO The shorts know they cant cover. they also know more good news is coming soon. This is poised in every way for massive short term gains. 15+ is reasonable

$TOYO I don't understand how this got this low. Most companies arent even profitable, a bunch trade purely based on hype and so much sucess is baked into the shareprice. For TOYO, they already informed us how they plan to fund the U.S. plant, I suppose there are some uncertainties there as we can never truly tell if it would really be non dilutive, I have no reason to not trust them for now. Other than that, when they get that plant up by 2028, its not like its there to replace the ones in Ethiopia and Vietnam, more coverage would benefit the company wont it? I feel like all this is mainly due to the regulatory trade situation and the market just overreacted until it clears up. Lets hope their guidance holds up on profitability so this can rerate up while we wait for the plant to be in operation by 2028.

$TOYO Doubts are normal. Hence why we do our own research. Worst case scenario I can see is ethopia gets shut out, we have a big fine and back dated tariffs from the chinese wafers for the doc case, and our seizures do not get released, and we cannot secure a loan for the HJT plant. That leaves us with finding new markets for ethiopia (vietnam is already selling elsewhere, our existing module business, and delaying the construction of the HJT. Basically all that would be left is our module business in the US market for a while which is worth at least 500M alone. This is why I am not afraid at all with these levels. I don't care if it goes to 2$ short term, Im not selling. Stocks can be retarded until they make sense

$TOYO The short-term risks leading into December are indisputable. However, if those issues are resolved, the market reaction will be immediate, making the current $4 price a thing of the past. We could easily see a quick double on positive news. Investors are facing a classic dilemma: hold through the risk or sell now with plans to re-enter later. Considering investmens that came in when $TOYO was at $11, clearing these hurdles could allow the stock to reclaim those levels in no time. Q3 to be weak - no news ag all. EPS will likely be negative given management's pivot to highlighting positive EBITDA. However, this is largely priced in and shouldn't surprise anyone. Ultimately, it comes down to risk-reward asymmetry. The downside in a bear case exists, but the optimistic scenario offers significantly higher upside with a higher probability. Given that balance, my stance is clear.

$TOYO Ok, as we’re plumbing new 52 week lows today, I’m going to mind meld with management and tell them to issue a PR stating they’ve passed the first CBP seizure and have since contacted the buyer below. They’re back on board and Q4 is going to be fine. I’ll let you all know when I’m done. You can thank me later., cheers. (Posting below ss as got some messages wondering where the 35% claim came from in the SA article FYI xo)

$TOYO told yaz. Toyo filed a request for extension of deadline with commerce today as I thought they might given how onerous the requirements were. While not accepted by commerce yet, they usually do grant these requests. New date to watch is November 10th. GLTA