annyone

Solar Stocks Come Back to Earth

LDK....

Oil: A Slippery Slope Ahead?

"Basically, if you sell 100 barrels of oil at $50, you make $5,000, and if you sell 50 barrels at $80, you only walk away with $4,000."

50% reduction in consumption WOW!!

most dire state reduction in oil consumtion worldwide is still less that 10% but for argument sake even with 10% reduction at $80 revenue would still be 90*80=7200

Nuclear Energy and the Next American President

This says it all...

"I am the leading academic energy economist in the world and a brilliant teacher"

can you really argue with this guy...

Lehman Collapse Causes Funding Difficulties for Renewable Energy Companies

look at the headlines "Lehman Collapse Causes Funding Difficulties for Renewable Energy Companies" is this a news, which only effects Renewable Energy.

Oil Price Speculation Truth Begins to Leak into Mainstream Media

BS.....look at your point # 2 do you even understand basic difference in wholesale and retail market, you sure heard of FUTURE but nave no clue whats its about...

Closing LDK Solar, Keeping Trina

Larsson where you gettimg your # from
yahoo says..
2008 P/E for TSL 16 and for LDK 22
Trailing P/E LDK 27 and TSL is 33
peg LDK .21 and TSL .61
forward P/E 2009 LDK 10 and TSL 12
Although I agree TSL is undervalued but LDK is much more undervalued
also don't forget short interest is around 15M out of 37M float for LDK

Update on LDK Solar, Applied Materials Thin Film Deal

Conor is this a good opportunity to short LDK. Where are the facts? LDK said it has nothing to do with best solar. Given that Peng has nearly 70% stake in LDK, I doubt there would be any lack of effort on his part.
I wish you gathered more information (not speculations) about Peng's stake in best solar before writing anything.