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.

Don't Count on Spain for Solar Success

I invite all of you to read this fresh article, at:
www.renewableenergyacc...

Opportunities for Solar PV energy is worldwide not only on fast growing regions like Spain and Germany

here is a relevant statement from Dr. Flavin, President of WorldWatch Institute:
"Worldwatch Institute President, Christopher Flavin, drives home the impact China may have on the world. "How this story ends up may have as large an impact on the world's future as it does on China's. If China is able to scale up its renewable energy technologies to the levels needed to have an impact domestically, and if it is able to achieve the low prices needed to succeed in the local market (known in manufacturing circles as the "China price"), it may be virtually inevitable that these same technologies will soon be adopted on a massive scale around the globe."

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.