Vince Sanchez

5 Must-Read Stories in Oil and Alternative Energy

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.

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."

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.