10 Comments

    • Solar Grade: A Silicon Revolution [view article]
      Looks like another scam company popping up, I wonder why they don't mention cell efficiency at all? Jul 24 08:50 AM
    • LDK Solar: The Brightest Opportunity? [view article]
      It's really just an excellent summary ofwhat we already know. What I'd like is someone familiar with the industry's take on LDK. Jul 06 08:32 AM
    • $200 Oil - Who's Going to Pay For It? [view article]
      Here in Norway, the worlds 5 biggest oil exporter heh, we also pay $8 a gallon. U americans better dump those SUVs instead. Mar 11 05:23 PM
    • 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.
      Mar 10 06:08 AM
    • LDK Solar: A Bargain Too Good to Ignore? [view article]
      White doesn't seem to take into consideration the ramp-up timeframe, which is 2-3 quarters. So even if the plant could be completed in Q4 2008 (not at all likely), the "6 times 2009 earnings" would still be way too optimistic. Mar 09 08:40 PM
    • Is Oil Overpriced at $105/Barrel? [view article]
      "and the war in Iraq continue, the potentiality of the price of oil will continue to increase."

      Well, US intervention in Iraq is necessary for them to pump any substancial amount of oil at all.
      Mar 09 01:29 PM
    • LDK Solar: A Bargain Too Good to Ignore? [view article]
      "LDK is now trading at 6 times 2009 earnings. "

      I think "projected earnings" would be a better way to put it. As we all should know by now, the LDK management are professional liars:

      www.pv-tech.org/editor...
      Mar 09 12:29 PM
    • LDK Solar: Material Discrepancies in Analyst Coverage/Media Reporting [view article]
      The truth abouth the lying scumbags in LDK:

      www.pv-tech.org/editor...

      I'm very amazed this company can still be traded on an american stock exchange.
      Mar 07 08:25 PM
    • Thornburg's a Huge Bargain After Monday's Crash [view article]
      >Disclosure: Long TMA
      ouch;)
      Mar 05 08:26 PM
    • Is the GPS Golden Age Already Over? [view article]
      This is the shortest and weirdest aricle I've ever read. If you don't know anything about a subject, I would advise you perhaps not to write about it. Jan 14 07:49 PM
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