Buy TOYO by Jan 8, 2027.

I have posted about TOYO twice here Part 1 ([https://www.reddit.com/r/ValueInvesting/s/NsHDGmsfm7](https://www.reddit.com/r/ValueInvesting/s/NsHDGmsfm7)), Part 2 ([https://www.reddit.com/r/ValueInvesting/s/IEDhxiQjy9](https://www.reddit.com/r/ValueInvesting/s/IEDhxiQjy9))). Both times people pushed back hard, and I went and checked everything they threw at me. Every time I ended up buying more. I'm heavily long, so keep that in mind, but the numbers below all come from the filings, the October 6 analyst day deck (it's on EDGAR as a 6-K) and the webcast. Quick setup first. TOYO closed Friday at $4.37, which is about a …