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Two Calculated Risks Possibly Worth Taking

" I think shortsqueeze.com is in error. TD Ameritrade shows only 32.8M shares in the float."

Shortzqueeze is correct. Peng's shares are part of the float too, of course.. those 32 mill is the free float, but the entire float is 112+ mill shares.

LDK Solar: The Brightest Opportunity?

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.

LDK Solar: A Bargain Too Good to Ignore?

"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.

LDK Solar: A Bargain Too Good to Ignore?

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.

LDK Solar: A Bargain Too Good to Ignore?

"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...

LDK Solar: Material Discrepancies in Analyst Coverage/Media Reporting

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.