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David White is a
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This looks like another case where LDK is in a better position than most other solars. Your figues indicate that LDK has relatively little downside from a stronger dollar. In fact it would seem more likely that it has upside (at least relative to the EURO) since has guaranteed fixed price contracts for 2008 and 2009. The other companies seem to have a bigger exposure to the lower Euro.
Nov 21 06:55 am
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All Comments by David White »Solar Companies Overseas: Where the Sun Don't Shine No More [View article]