LDK Solar: A Bargain Too Good to Ignore? [View article]
"Since without inhouse polyproduction they have net margins of 25% and they have almost 2 billion(approx. 1GW) in revenue already sold for 2009.... hmmm can you do the math for me"
You fail to mention that polysilicon prices have risen 10% so far this year along with the biggest commodity-boom seen in decades. 25% margins won't be sustainable in 2009.
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"Since without inhouse polyproduction they have net margins of 25% and they have almost 2 billion(approx. 1GW) in revenue already sold for 2009.... hmmm can you do the math for me"
Mar 10 06:08 am
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All Comments by asd »LDK Solar: A Bargain Too Good to Ignore? [View article]
You fail to mention that polysilicon prices have risen 10% so far this year along with the biggest commodity-boom seen in decades. 25% margins won't be sustainable in 2009.