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H20

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  1. Daqo (DQ)

    Thank you, disdaniel salud y suerte
  2. Daqo (DQ)

    Hello disDaniel What is your Earning Per Share (EPS) estimate The Earning Path maybe is 2016: $ 4 2017e: $ 6 (= 2.1 + 1.15 + 1.25 + 1.55) 2018e: $ 6 (20,000 tons, 14 ASP, 8.2 Cost) I would like to know other Earning estimates with this numbers the fair Value IMHO is $ 40 and the sell side Target is $ 60 2q17 was a normal quarter, even a low quarter EBITDA_2q17 (29.8) x 11/3 = 109 annual run rate 7 x EBITDA - 1 x Debt + 1 x Cash = 593.8 / 10.52 shares = $ 56 --- The Conference Call was a nice surprise: debottlenecking 1000 tons + Gongda Yao, Daqo New Energy Corp. - CEO and Director: "So for this year, we will say we maintained [cost target] it's about between $8 and $8.50. Yes, so it's like we targeted like $8.25 at the middle point at the end of this year, when exiting the 2017. Once we go into 2018, because during this current maintenance in the September and October we will improve some debottlenecking for our lines. So we were increasing, likely we're increasing roughly about addition of 1,000 metric ton output for 2018 compared with 2017"
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