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If You Like Solar, LDK Is a Good Bet

Other facts:
GS targets LDK as a buy at 35$ because they have a strong position at FSLR: www.nasdaq.com/asp/Hol...
Now, remember that these were the guys that were selling mortages to their clients (telling them they were a good investment) while they were shorting them (because they knew they were a bad investment).
Since GS wants to make money out of their LDK investment they need to bash competition, because they are fearfull of it.

In www.chipstocktrader.co... an explanation of insider trading and manipulation is given.

At finance.google.com/gro... an explanation of why the stock got down to 45$. It's where max-pain is at (that is, where more options expire and institutions make more money).

If You Like Solar, LDK Is a Good Bet

I'm really not that sure anymore that LDK is a good bet.
Please read my comments here:
seekingalpha.com/artic...
And the other side of the story (the bad side for LDK):
www.fool.com/investing...

LDK Solar: Just The Facts, Jack

About my comment "it seems LDK strength comes from cheap labor, not tech", check this one:
www.fool.com/investing...

And please fell free to present facts showing that I'm wrong and when will LDK rise again from the dead (how many months?).

LDK Solar: Just The Facts, Jack

1) "gross margin will be lower in 2008 some where around 25% to 30% due to higher polysilicon ("PS") cost"
2) "The PS market is tight, but the price won't have too much impact on the overall cost of the PS for LDK."
Will you make up your mind Michael Yu?

Apparently this has a lot of impact on the stock price! This inverted the growth direction, that is, it started decreasing instead of increasing. This is a huge problem for "hot" stocks like this one.

And what about Needham's comment? "expects to receive compensation for investment banking services from LDK within the next three months." I would love to know from where do they get this time frame?
If they bought it now, yeah maybe, but if they bougth it at 70... I'm not that sure.

It seems this stock will underperform in the short term (3-6 months) and may underperform in the long term. Because during this 3-6 months other companies are establishing positions and developing new technologies (it seems LDK strength comes from cheap labor, not tech), as well as new companies appearing like Nanosolar (which BTW, will rule solar power).

Ohh... BTW, I got really burned with LDK this thursday... 50% of my portfolio... That's what I deserve for not doing my homework.
I still haven't sold but... I don't think I will endure much more pain.