ibcnu2day69

As Timminco Shares Go Up, LDK Deal Raises Questions

greentech media articles are obviously biased consistently against LDK...

i think their reporters/editors should be fired!!!

LDK Solar: A Bargain Too Good to Ignore?

thank you Mr. David White for pointing out the obvious. one item to note is: Why would Customers such as Q-CELLS, Hyundai, Neo Solar Power, & Sun Tech Power (STP) sign LONG-TERM supply agreements (most are 10 years) with LDK if those customers felt that LDK could not meet its production capacity/guidance?

and in response to "asd" - who said that LDK are "liars" - i am disappointed that some people and especially Mark Osborne of PV Tech can not distinguish the difference between "production capacity" and "factory utilization rates" (amount of wafers produced)...

here is the link to LDK's latest slide presentation for March 2008 (hopefully the pictures can show people the difference between production capacity and amount of wafers produced each year)

media.corporate-ir.net...

also note that on page 12 that LDK has successfully produced 180 micron thickness wafers in trial production while 200 micron thickness wafers are presently being mass-produced. (cost savings potential of 10%)

as you stated in your article that YGE has to throw its bad poly away... do you know if LDK has been buying poly from the other solars such as YGE?... thus the recent quarterly increase in LDK's inventory levels... if that is the case then it sounds like LDK is hedging its 2008 poly costs to a minimum in light of ever-increasing spot prices for poly silicon.