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Amira Nature Foods is trading at 0.5 book value while ROIC is at 10.7% with a WACC of 7.5%. Stock over punished due to size, domicile, dark IR, small free float and scarcity of rice-company comparable. Limited downside using modified net-net of 39% to $2.50 per share. The controlling shareholder/CEO is aligned to minority shareholders. I recommend buying ANFI with a target price of $11, offering 168% upside.
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Daqo New Energy: The Lowest-Cost Producers Will Survive

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Government, financial institutions and banks have boosted the industry and demand Falling costs throughout the supply chain are finally making solar energy feasible on a wide scale and I think DAQO is positioned to consolidate as the lowest-cost producer DAQO believes silicon-based cells will remain the most widely used solar photovoltaic cells in the near future. If you agree, BUY DAQO If you believe solar energy will be wildly adopted, BUY DAQO I recommend buying DQ for a target price of $60.00 USD/share, offering a 130% upside from current levels
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Sypris Solutions: The Vehicle To Play The Trump Card

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Sypris Solutions is in the three industries that will benefit from Trump's agenda: defense, O&G and trucks. Management is fulfilling its cost reduction promises and increasing revenues. The stock is currently trading at an EV/EBITDA of 3.1x and P/B of 1.2x, compared to the industry average of 12.6x-13.0x and 3.1x-4.0x respectively. If you believe Trump will remain president and will be able to push his agenda, Sypris would be a high beta way to bet on that. Based on a conservative DCF, I recommend buying the stock with a target price of $2.50/share.
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NYX: 2017 May Be The Year Of The Catalyst

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4Q16 results positive with revenue growth and margin improvements as expected. Impairments of 94m surprisingly high but due to management decisions of migrating customers to a better platform. Listing on the TSX in the second semestre of 2017 may be the catalyst and improved liquidity needed. A guidance for 1Q17 was provided, while revenues fall within my expectations, EBITDA margins fall short of my expectations. I recommend buying CVE:NYX with a target price of CAD 4.70/sh and OTC:NXXY with a target price of USD 3.45/sh.
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MarketAxess: Credit Trading Needs To Be Disrupted

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Great company with double-digit returns and a clear moat. Opportunity for capital structure enhancement as it has no debt. Its market share gain from 1% to 16.5% is the best proof of its solution. However, I think the market is not pricing all the potential. I recommend to buy MKTX at the current price of $180.80 with a 12-24 month target price of $220 offering a 21% upside.
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Tecnoglass: The Undiscovered Colombian Gem Offering A 94% Upside Potential

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4Q16 results better than expected. Revenues and EBITDA both grew 26%, positive net income, lower financing cost and backlog increased 6%. Two accretive acquisitions in line with its vertical integration strategy. I recommend buying TGLS with a target price of $21.00 offering a 94% upside from the current price of $10.86.
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Seadrill And The Pirates Of The Sea

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The stock is overly punished as current market conditions are extrapolated into the future. Market is being pessimistic about obtaining a contract for the West Capella. The discount of semisubs to drillships has expanded beyond what's reasonable. I recommend SDLP with a target price of $10.00/sh, a double-your-money opportunity. My stop loss would be at $2.75 (a 55% downside).
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