delrayjay

LDK Solar and the Seven Samurai

I actually agree with your points on LDK... and recommended the company on my blog (greeninvestments.blogs...) shortly after their post-IPO bottom. We stopped out when LDK pulled back violently... but we reserve the right to re-enter the position... especially as the polysilicon plant comes online... and the global demand for solar continues to build. Great piece.