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TOYOの年次報告書に記載されている謎の株式の供与。(総額13.7百万$) 16. SHARE-BASED COMPENSATION (cont.) On August 29, 2025, the Company granted an aggregated 2,450,957 restricted shares, under TOYO ESOP, to management, consultants and certain employees of Abalance Corporation, the Company’s ultimate shareholder. The grant-date fair value of these restricted shares were $5.64 by reference to closing market price prevailing on the grant date. In September 2025, the Company issued the shares in an escrow account, which released the restricted shares to recipients upon vesting schedule. For the year ended December 31, 2025, the Company recognized share-based compensation expenses of $13,668,497 in the account of “general and administrative expenses” in consolidated statements of operations and comprehensive income. (a) The Company granted 810,000 restricted shares to management, which were vested on January 1, 2026 subject to service conditions. The Company recognized share-based compensation expenses in straight-line method over the service period from August 29, 2025 through December 31, 2025. As of December 31, 2025, there were no unrecognized share-based compensation expenses. Since the restricted shares were not vested until January 1, 2026, the 810,000 restricted shares were not outstanding as of December 31, 2025. (b) 省略 (c) The Company granted an aggregated 1,380,000 restricted shares to three consultants as awards for full operation of the Company’s manufacturing facilities in Texas and Ethiopia. The performance conditions were met in the year ended December 31, 2025 and the Company fully recognized share-based compensation expenses in the year ended December 31, 2025. (d) 省略 (e) 省略
If we assume th…
2026/05/08 20:06
If we assume they shorted at the daily highs starting from 4/24, the lowest weighted‑average short price among the institutions is around 76 yen, and the highest is about 83 yen. There are still short positions opened before 4/24, but at a glance, most of them look to be in roughly the same price range—or slightly higher. Just for reference.