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ibcnu2day69
2 Comments
As Timminco Shares Go Up, LDK Deal Raises Questions
i think their reporters/editors should be fired!!!
LDK Solar: A Bargain Too Good to Ignore?
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.