Kelvin Tth's comment on DUFU

Kelvin Tth

OK. I also think can

Like · 5 years · translate

Nick Chung

Dont sell then can hit loh

1 Like · 5 years · translate

cheng

Just my opinion - if Dufu can generate $33M free cash flow this year, then its per share value should be at $2.20. I am using a global growth rate of 3% and discount rate of 9.5%. chose a slightly higher discount rates due to the competition from ssd. and with the assumption that total share outstanding is 263M. last year Dufu spent a big chunk for capital in investment, resulted in lower free cash flow of $15M.

1 Like · 5 years · translate

cheng

please do your own due diligence and hope it helps.

1 Like · 5 years · translate

Nick Chung

Cheng it will pay off once their factory in China starts operating . Which is this year

1 Like · 5 years · translate

cheng

thanks for the sharing, Nick. all is good. it's just my opinion and my preference of having higher margin of safety in the event I wanted to add positions. :)

1 Like · 5 years · translate

Edmund Soo

check estimation eps of western d and Seagate next quarter in Yahoo finance.. then you will know will up or drop.. usually those two QR will affect Dufu..