Vince Sanchez

Solar Stocks Won't Stay Down for Long

You didn't mention LDK as the leader in High volume manufacturer and price cuts for the next 3 years. They are building a new PolySilicon plant to create a new supply of basic resource for the Solar Industry.

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You should include LDK Solar as the world leader in Polysilicon.

On the other hand, I don't see the relation between a recession and the increase in polysilicon demand. A recession will bring a decrease in energy demand and consequently a decrease in energy bill, bringing energy prices down.
Thus, under a "recession mode" there will be no driving forces to impulse an increase in the supply/demand of high cost solar panels.
Solar energy will have better penetration opportunities as technology reduces costs, energy policies facilitates the deployment and final customers contribute -voluntarily- to take a green move.

Sunpower Has the Hype, Suntech Has the Growth

A 20% or 30% conversion efficiency for thicker layer, is not possible, that does not work that way.
The current commercial 12-15% PV efficiency is limited because of physico-chemical or Photo conversion mechanism, materials structure and manufacturing design.
20%-30% effic can be reached at the lab, with highly specialized materials that would be no-competitive for world market; at this moment we are far away to have those efficiencies for commercial cells.
SIlcion will be the main material for solar cells in this century, due to availability , costs, environmental and convenience.

CIGS and CdTe are for the specialized market not for the masses.

The Solar Sector: Tomorrow’s Winners Today

I got the date from a broker, who told me he found that date at bloomberg .... but not sure, since I haven't find the original link.
In google finance there are some more "good" discussions about LDK, see: finance.google.com/gro...

.. by the way they posted:

From Dow Jones News....


LDK Solar Co.Ltd. (LDK) Corporate Event Announcement Notice

11/01/2007 17:04


Nov 01, 2007 (Wall Street Horizon via COMTEX) --
LDK Solar Co.Ltd. (LDK)
Expected next earnings release:
Announcement date: 11/8/2007 - After Market
Earnings Quarter: Q3

The Solar Sector: Tomorrow’s Winners Today

You can check the "Solar Stocks Comparison Table (11/2/2007)" at: www.cnanalyst.com/sola....
Also, I checked Google finance and article's numbers are ok

I assume differences depends on sources and dates.
Besides numbers, a qualitative analysis is quite important to get overall sense of the sector and individual performances.
We'll get results on NOv 15th for LDK, then see who is correct.