Comments on David Edwards' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/david-edwards/articles http://seekingalpha.com/article/5512/comments?source=feed#comment-830766 830766 Sun, 03 Jan 2010 15:31:48 -0500 http://seekingalpha.com/article/5512/comments?source=feed#comment-297586 297586 Mon, 03 Nov 2008 16:45:19 -0500 cleanenergysector.com/.../

The stuff I've read on there has been spot on. ]]> http://seekingalpha.com/article/49854/comments?source=feed#comment-174095 174095 Recently, I was looking at LDK income statement for first quarter > and it made me wonder when i saw this new company in a sector that > needs the most research and development slash down their R&D funding > more then quadruple from 1,653 mil to 371 mil. I don't fully understand > their motives and all companies from China, one have to keep a close > eye on their business dealings and their actions as most of the time > they only hunt for profit and care less on about their quality of > their product.]]> Mon, 26 May 2008 13:48:55 -0400

On May 23 07:13 PM Globalnspire r wrote:

> Recently, I was looking at LDK income statement for first quarter
> and it made me wonder when i saw this new company in a sector that
> needs the most research and development slash down their R&D funding
> more then quadruple from 1,653 mil to 371 mil. I don't fully understand
> their motives and all companies from China, one have to keep a close
> eye on their business dealings and their actions as most of the time
> they only hunt for profit and care less on about their quality of
> their product.]]> http://seekingalpha.com/article/49854/comments?source=feed#comment-172962 172962 Fri, 23 May 2008 19:13:05 -0400 http://seekingalpha.com/article/49854/comments?source=feed#comment-98781 98781 two readily available Siemens technology-based reactors and related plant equipment from Sunways." and the Fluor deal: http://www.reuters.com/article/marketsNews/idUKN0719350220070907?rpc=44 "U.S. engineering and construction company Fluor Corp said on Friday it won a contract worth more than $1 billion to provide engineering, design and other services for a polysilicon plant for LDK Solar Co Ltd" Also note that they are not devoid of experience in this area with Nicola Sarno and Pietro Rossetto, each with over 20 years of experience at MEMC under their belt (see http://www.ldksolar.com/Management.html ). So, right now there's no telling exactly what they are going to put out in their audit (I'm betting on good news), but moving forward I see some reason to believe that they will make themselves into a big player in the polysilicon market. ]]> Mon, 15 Oct 2007 22:24:51 -0400
Two big moves include:

The Sunways Deal:

money.cnn.com/news/new...

"LDK Solar will deliver approximately 1 GW of multicrystalline solar wafers to Sunways over a ten-year period starting in 2008. Under the terms of the equipment purchase agreement, LDK Solar will purchase two readily available Siemens technology-based reactors and related plant equipment from Sunways."

and the Fluor deal:

www.reuters.com/articl...

"U.S. engineering and construction company Fluor Corp said on Friday it won a contract worth more than $1 billion to provide engineering, design and other services for a polysilicon plant for LDK Solar Co Ltd"

Also note that they are not devoid of experience in this area with Nicola Sarno and Pietro Rossetto, each with over 20 years of experience at MEMC under their belt (see www.ldksolar.com/Manag... ).


So, right now there's no telling exactly what they are going to put out in their audit (I'm betting on good news), but moving forward I see some reason to believe that they will make themselves into a big player in the polysilicon market. ]]>