TommyC

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Wed Mar 5th 16:48 PM | Rating: 0 0
Commented on:
LDK Solar: Material Discrepancies in Analyst Coverage/Media Reporting

Excellent job Conor. I think this is really the future of stock analysis... groups of dedicated investors and the company executives that are willing to speak with them as equals.

At the very least, this shows that when the paid analysts don't do their job, someone else will.
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Tue Mar 4th 21:47 PM | Rating: 0 0
Commented on:
Asensio Still Skeptical About LDK Solar

Thanks for that translation RhodeIslandRed.

Mr. Gutowski, in reference to your comment, "LDK is a tough story to buy into.", I think this leaves no doubt in anyone's mind whose story has been found lacking.
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Tue Mar 4th 21:08 PM | Rating: 0 0
Commented on:
Asensio Still Skeptical About LDK Solar

"Libel is injury to reputation. Words, pictures or cartoons that expose a person to public hatred, shame, disgrace or ridicule, or induce an ill opinion of a person are libelous. Actions for civil libel result mainly from news stories that allege crime, fraud, dishonesty, immoral or dishonorable conduct, or stories that defame the subject professionally, causing financial loss either personally or to a business." - Associated Press

I include this just in case Seeking Alpha has forgotten...
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Tue Mar 4th 12:29 PM | Rating: 0 0
Commented on:
Asensio Still Skeptical About LDK Solar

Jack,

The company has been clear and will be commenting more at the upcoming conference. It's not so much a question of clarity, but in people trying to cast doubt upon what the company executives have stated and what 2 auditing firms have confirmed. They don't include notes in their financials. I don't see that as a problem. The article quotes that until LDK includes notes on their financials, they (the financial analysts) can't evaluate the condition of the company. Let me help them.... that's what the financials are for. And as for the issue of possible losses due to the storms... this is an "article" quoting another "press release" quoting a Chinese news paper. That is what normal people call a rumor. Mr. Gutowski wants us to believe that since they haven't issued a press release to refute this rumor, they are hiding something. That... is fear mongering.
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Tue Mar 4th 08:53 AM | Rating: 0 0
Commented on:
Asensio Still Skeptical About LDK Solar

This is what happens when analysts and armchair journalists try to pretend that they understand manufacturing. If I needed a raw material that was going up in price, I'd buy as much of it at today's prices as possible. And the connotation that old poly is worthless is just idiotic. It's mixed in proportions based upon its quality, which means that it will be used. Whoever prints this stuff is just fear mongering.
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