CELM: Here's my rough estimate. Capacity figures are based on correspondence with Dexter Fong.
Revenues
- AC Motor Capacity
- 24M Existing
- 21.6M additional
- Average selling price of ~ $4 = 182.4M
- Coreless Motors
- 43.2M
- Average selling price of ~ $.36 = 15.5M
- Nigbo Bang Shi Da swag of 12M
- Total = 209.9M
Net Income
- Typically 14-16% of Revenues
- 14% = 29.4M, 16% = 33.6M
EPS
- Assume ~22M OS = $1.34 - $1.53
- Could be impacted by employee stock plan
- OS count could be a bit low
- Conservatively, I'm looking for about $1.15/share