Iconoclast421

Light the Way with LDK

to teve: That is possible. Do not let anyone tell you its not. But you're talking about deflation/depression. The answer is to back up your LDK investment with a hedge against deflation. (If there is such a thing.)

to JoeJoe: did it ever occur to you that STP might be lying their pants off when they say that

- their non-silicon costs are 70 cents per watt
- that their silicon costs (wafers) are 70% of total costs?

It is easy to fudge either of those numbers. We dont know how conservative they are compared to LDK's. Gonna have to wait out the next couple earnings reports to know for sure.

Solar Sector Plunges Right Along With Market

The solution to the "3.4% of market cap dilemma" for FSLR is easily found. Simply allow the stock to come down out of the stratosphere. That will bring down the market cap, which will increase the cash percentage. The insiders are selling because they know such a high PE cannot be sustained. FSLR should be trading at $100 within the next few months. That would push their cash % up over 10%. Everybody knows this is the right move for the market. Like the housing bubble and everything else, it may take time for the market to respond in the proper logical way, but more often than not, it gets there eventually. For FSLR, the correction should come at about the same time LDK launches. Indeed, LDK may be the catalyst for the FSLR correction.

US Energy Bill: Solar Stocks Will Feel All the Heat

Even your title is wrong. The US economy is what will feel the heat. If the US does not want to take its head out of Butte Montana and realize that the global energy market is undergoing a serious tranformation, then the US will go the way of the DODO. Plain and simple. US needs to flush its worthless congress down the toilet. And that is a fact! Do I sound like Chinese? lol. Seriously though if you think the solar bubble is going to burst then you have no understanding of the global energy market. The only way the solar bubble will burst is if the entire global economy collapses. In which case the price of oil will crash and solar will thus be rendered moot. But if that happens then what would it matter anyway?>