Jmichael

Solarfun's Huge Run: Time To Lock in Solar Profits

The Chinese government is working with YGE to form a new entity to build China's first solar power plant in Bejing. Bejing is where the olympics were held in case the author hasn't kept up on the news lately. If this recent development isn't confirmation that China is supportive of solar development and use in it's country then I don't know what is. Usually they start with one, and you know the routine. I can't imagine how many power plants the Chinese will build if the project is successful. China most likely will have thin film solar from LDK's sister company Best Solar.
LDK's has proven itself beyond anyone's expectations and I would expect more shockwaves sooner then later. I just don't see the short argument here.
I commute to work 20 miles round trip. I'm going to have solar on my home and plug in my Chevy Volt overnight by the year 2010. I will no longer be supporting the transfer of wealth making our enemies wealthy for pulling something they don't own out of the ground.
S+P downgraded a stock because they are unsure of LDK's ability to produce poly as are many analysts. It seems almost criminal to have clients sell their shares based on this reasoning. I would put my faith in LDK's customers who have signed on for the long term and take LDK's execution to date as a sign of things to come. Do the numbers folks.. Either LDK is lying, or the street is holding back because they haven't scared enough of your shares from you yet. 3 billion * current margins of 25% divided by 106 million equals a lot of earnings.. margins are expected to go up significantly with poly production..

Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains

"This is the worst biased article I’ve read about solar. This industry, at this time, won’t survive without government subsidies."

This is the big short argument on silicon based solar companies. What happens when silicon drops 25% 50% 75% of it's current cost. I would be more concerned about that then goverment subsidies running out. Subsidies should adjust to production costs until they are gone.

Those Bubbling Solar Stocks

Do they just let anyone write incorrect info in this forum? Your data is is wrong. You must be short.