ldker

Solar Competition Heats Up

I am surprised that there is no mention of a recently implemented ban on scrap poly silicon in China. This, in the face of a glut, is very helpful for the poly makers ie LDK. It has already bumped the price of the spot price up $5.00 and has further solidified a bottom in this commodity, at least in China. While the analysts predict doomsday, wall of worry scenarios on the poly players in China (much like they did for LVS -going out of biz, FCX - no copper demand, etc. back in march) We are presently approaching an area where accumulating these stocks will hold long term gains that will be substantial.

www.reuters.com/articl...