LDK Solar (LDK)
Trading Center
Loading...
Symbols:
LDK Forum Topics
- All Comments on LDK
- General Discussion on LDK
- 41 Stocks Returning 10% or More Last Week [view article]
- Can China Carry the Post-Olympic Torch? [view article]
- The Trouble with Chinese Solar Companies [view article]
- What's Up with the China Solar Stocks [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Solar Cycles and Stocks: The Sun Also Rises [view article]
- The Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
- Financial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
- With Help from California, Solar Gets Fired Up [view article]
- An In-Depth Look at Solar Stocks [view article]
- Solar ETFs Will Follow the Sun [view article]
- LDK Solar: A Spark of Light [view article]
loading ...Recent LDK Articles
- Can China Carry the Post-Olympic Torch?
- The Trouble with Chinese Solar Companies
- What's Up with the China Solar Stocks
- Wall Street Breakfast: Must-Know News
- Solar Cycles and Stocks: The Sun Also Rises
- Financial Downgrades Down Markets - Fast Money Recap (8/19/08)
- Solar & LEDs Shine Bright, BioFuel Energy Drags Biofuels Down (Wk ending 8/15)
- With Help from California, Solar Gets Fired Up
- 41 Stocks Returning 10% or More Last Week
- The Sharp Edge of Solar: Are Solar Stocks Cheap?
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Courtenay
The Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
Great comments and thank you. Right now Sharp is hard to buy in the US because it only sells on the pink sheets via OTC. Average volume on the pink sheet ADR is only around 83,000 shares per day. ReplySolar ETFs Will Follow the Sun [view article]
Dont worry so much. It is morning in America (and the world) for Solar. ReplyThe Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
LDK P/E is now around 15, and FP/E around 5. The growth of that company is incredible, and investors are starting to notice it, so price has been going up steadily, even though more than half of the float shares are short. A huge short squeeze is expected. ReplyThe Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
Yes, I was aware Sharp was a big solar player but like GE they are so diversified you can't make a targeted play. For instance, they make wonderfully dependable cheap microwaves.Off subject but SPWR up about 17% this morning on a 250meg sale to PG&E. This also includes their two direction tracking system. Optisolar, startup thinfilm, got 500megs too but theirs is just rack mounted. I found it real interesting that Optisolar has the manufacturing capacity to quickly produce 500meg. They use a amorphous silicon which is not toxic like FSLR's cadTe. Might be time to start shorting FSLR
Thanks for your post,
Way
Reply
Solar ETFs Will Follow the Sun [view article]
Some good pieces of information but why the title? Is the sun rising or setting? I like the dawn of a new day but what if the sun is fading into the western horizon? ReplyThe Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
Why is it difficult to invest in Sharp? Here in Germany I can buy them as easy as domestic stocks - and so I did recently.Armin Reply
The Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
Acording to me, US solars are not cheap ,the most obvious example is FSLR. However, most chinese solars are undervalued if you look at their PE and PEG ,I would say seriously cheap . ReplyScheidt
LDK Solar: A Spark of Light [view article]
ezetrader: Thanks for the good analysis! I do think the company has great potential and management seems to be doing a great job of managing resources as you mentioned.absurd: I think reports you mention may be adjusting last years earnings up to give you a comparable ex the one time gain this quarter. I would instead adjust this quarter down to take out the one time event (which although legitimate, is still not repeatable). It just goes to show that statistics can be tweaked in any direction.
jlounsbury: That's a pretty wide range! good luck with your trading.
Thanks all for the comments!
Zach
zachstocks.com Reply
How to Profit From China's Environmental Woes [view article]
So Denmark has 20% wind energy -- what about the other 80%?Some of us have been in the ute business for a long time. We have families just like everyone else. We believe the US needs to have a balanced fuel source for power generation, and that includes coal and nuclear. We have become accustomed to being called killers and maimers of children. Meanwhile, the electricity we generate in a reliable manner and delver at a reasonable cost is daily saving lives and making people's lives healthier and safer in many ways. I am not a part of some oil lobby or uninformed on either energy policy or environmental issues, both of which I deal with regularly.
As for being an environmentalist, I consider myself a conservationist and a person who treasures clear air and water as much as anyone, perhaps more than most, since I have a 30% lung capacity due to childhood polio. Reply
How to Profit From China's Environmental Woes [view article]
Knight 722No Greens have not domintated the debate. I would argue that the exact opposite is true, at least in America. We are innundated with propaganda from the conservative side, trying to convince us that renewable energy can't replace fossis fuels. Totally untrue. Fox news for instance has a talking head, telling us that solar energy couldn't propell a small boat, never mind contribute meaningfully to the energy grid, and no one at Fox (or Faux) news questions this assumption. We are told that the intermittency of solar and wind are huge problems with no solution in sight. Meanwhile, Denmark has 20% wind energy. Where's the intermittancy dilemna there? Maybe it's because an oil lobby doesn't control the debate and legislation in Denmark. In this day and age, anyone who isn't an environmentalist is just plain ignorant. Sorry if that offends anyone, but it is the plain truth. Reply
LDK Solar Nearly Doubles Estimates [view article]
Bye, bye Germany, the next country to stop subsidizing Solar.Solar is an alternative energy play and many new solar companies have hit the markets. Competition will show up on the bottom line. As oil goes so will these. Reply
How to Profit From China's Environmental Woes [view article]
Lightguy, I wouldn't exactly call FTEK's technology "clean coal", but it is much cleaner than using nothing at all, which I think is what most coal plants in China do! Their technology is especially good at reducing SOx and NOx, which are really nasty pollutants that cause things like acid rain. Here is a good study they did describing some of the efficiency gains:www.ftek.com/pdfs/TPP-...
Take a look at the before and after pictures on page 11! Reply
How to Profit From China's Environmental Woes [view article]
You guys might find this interesting...China ahead in carbon race - comment
When the Olympics torch is lit tonight, through the expected smoggy haze, China's "questionable&quo... environmental credentials will be talk of the town.
But as is so often the case, there will be only a loose relationship between the "perception" surrounding this vexing question and the "reality" that isChina today.
There's no escaping the fact that China is the largest greenhouse gas producer, accounting for a quarter of all carbon dioxide emissions.
Far from being an environmental miscreant, China is also well ahead of the curve in terms of tackling this looming challenge.
Two measures highlight the flipside of China's environmental dichotomy. It is the largest producer of renewables globally, with more than 150 gigawatts of installed capacity. And it's also the largest generator of certified carbon credits.
And contrary to everything you'll hear, China is also proving itself to be an increasingly efficient consumer of energy, despite its aggressive industrialisation. It has cut the energy intensity of each unit of GDP by more than 60 per cent since 1980 - and is targeting another 20 per cent reduction by 2010.
Independent think tank the Climate Group has just published a detailed analysis of the state of play in China. Titled China's Clean Revolution, it outlines how this expanding economy has tackled being part of a broader economic problem by being a key contributor to the solution.
"In the move to a low carbon economy, we believe that China will no longer be a developing country following where others have led, but a pioneer leading the way," the Climate Group concludes.
It's important to understand that China's status as the leading emitter owes far less to any operating inefficiency and much to its sheer population base. Per capita emissions in 2007 were just 5.1 tonnes, compared with more than 19 tonnes in the US.
With an eye on the future, China is spending big on renewables. Last year it invested $US12 billion in new projects. This is set to match the global renewables leader, Germany, in absolute terms and on a percentage of GDP committed.
By next year China will be a clear leader. It's scheduled to spend more than $US33 billion a year between now and 2020 as it moves to lift the share of renewable energy from around 8 per cent of total energy to 15 per cent.
The Chinese government has received support for this stance from some unlikely quarters. Greenpeace energy spokesperson Liu Shuang told Scientific American that ultimately "renewable energy can provide 50 per cent of energy needs in China".
Greenpeace recently reviewed China's Olympics effort, observing that "no nation has a more important role to play . . . in making the urgent transition to sustainable development". While it delivered an overall mixed report card, it did make a number of pertinent observations.
"The environmental Olympic initiatives and investment made by Beijing in some cases far exceed those of many developed and developing countries with vast experience of managing environmental issues, such as Sydney and Athens".
It's not just in the use of renewables that China is providing a lead. It is second only to Japan in terms of solar photovoltaic technology manufacture and is set to become the world's leading exporter of wind turbines by 2009.
China has also emerged as the leading player in the global carbon offset market.
While a signatory of the Kyoto agreement, as a developing nation it has embraced the carbon offset market without any mandated requirement to cut emissions.
As a result it's at the forefront of the carbon credit structure established under Kyoto and administered by the United Nations.
The UN's clean development mechanism (CDM) created a framework for the generation of tradeable credits known as certified emission reductions (CERs).
The intrinsic value of CER credits that are generated will be determined by market forces. Last month, CERs for December 2008 delivery were trading at EUR21.11 on the European Climate Exchange.
CERs flow from a range of carbon offset projects. These are accessed by emitters that will face potentially high abatement costs.
A majority of these offset projects have been established in the developing world, with China dominating.
But CDM projects have not only attracted interest from carbon emitters. Investment funds such as Peony Capital, backed by the Bill and Melinda Gates Foundation, have been set up to fund these projects. Peony raised EUR400 million ($676 million) to invest in Chinese CDM-sanctioned projects.
A recent review of global carbon markets by Lehman Brothers found that some 3500 of these projects have entered the CDM review process. Of these some 376 have so far received offset credits.
China has dominated this process. Its projects accrued 47 per cent of all CERs that were issued in the second quarter of this year. Cumulatively they have accounted for more than 31 per cent of all CERs issued.
Carbon offsets suit China. Not only is it a preferred destination for global investment into carbon offset projects, but ultimately it will be home for a significant portion of these offsets. Chinese industry will continue to face growing pains. Its carbon footprint will inevitably grow. But with a strong and comprehensive "low carbon" policy framework in place, expect it to handle the challenge well.
Reply
How to Profit From China's Environmental Woes [view article]
sirfisup's "myth" is the more flagrant kind of PR crap that is taken at face value. The Green Lobby has dominated this discussion with politically charged rhetoric that goes unchallenged in the media.User127104 seems to think the impact of sirfisup's view is simply an increase in the price of a TV set. Think more along the lines of an increase in the cost of every item you buy, magnified many times by the mark up at each stage of the product production process (since energy fuels each stage of the process). Reply
LDK Solar: A Spark of Light [view article]
jjounsbury59 is trying to set you up, so that he can make profits from you ,by further shorting of your stocks in a few days. Do not depend on this short seller to make your purchasing decisions.In a few days these guys will create negative publicity, and bring the price down. Do not play their game. Wait for a pullback. Reply