ldker

Solar: Energy's New Growth Sector

I have seen the guy above, the MAD SPAMMER - posting the same comment on each solar article appearing on Alpha for the past month. Mad, when you do this your credibility goes out the window as it appears to be spam to drum up business for your rinky dink operation. If you have nothing new to add, please stop it.

Asia's Solar Industry Warms Up

Still we need some DD out there to exactly what the end cost is if $25 kg is just the production cost. It seems to me reading the last CC trasnscript, they are hell bent on get production cost optimized. They say in the CC they feel they could get production cost to the low $30's/KG. Well, at $25/KG or lower they have. So, again, what is the final end cost of 15,000 MT?

It appears to be lower than the $80KG by as much as $10 KG.

Current spot price for Poly = 62.50 KG

LDK Poly Price with 15,000 MT Train= ??????

Asia's Solar Industry Warms Up

Read:

"LDK's silicon costs are below $25 per kilogram at present and will drop below $20 in the near future..."

That seems pretty clear to me.

Still I want verification and I am shocked no one has followed up on this.

Asia's Solar Industry Warms Up

Ming/Wei, what is the deal with the rumor that LDK is producing Poly at $25 KG? look at link:

www.jlmpacificepoch.co...

the above link is by a news company that is often referred to by Briefing.com. Could it be a misquote? If it is true it wld be huge for LDK.

Toward a Better Solar Business Model

Hey Todd, what do you think of the recent ban on scrap polysilicon in China for players like LDK?

www.reuters.com/articl...

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...

Yingli Green's Earnings Flash a Buy Signal

I still believe the 1st qtr was the bottom. Also, poly silicon prices are finally seeing a steady increase which is what everyone should follow: pvinsights.com

That said, i am watching Sept & Oct as months of serious price declines in the overall market after the huge run up we had. I hope I am wrong, but I suspect you will be able to get just about anything cheaper in 2 months from now. Then, along with commodities, solar will be ready for a nice, sustainable move up.

Barron's Wrongly Gets Sensational over First Solar's Earnings Beat

Bill Alpert is 60% sensationalistic 40% fact. And the sad thing is he moves markets. Someone on Alpha should do an article on him and his coverage of the entire solar industry in which his timely negative articles often coincide with good news on any particular solar company.

ISM Data Casts Doubts on U.S. Economic Recovery

Zack, if the USD's fall accelerates and inflation ensues, it should bode well for commodities such as oil and precious metals. How will it effect solars?

Three Short Ideas: PF Chang's, Palm, LDK Solar

I would be concerned of a short squeeze on LDK if anything. There are fundamental changes going on regarding this company like poly silicon bottoming, china credits, etc. which could crush a shorter ala AIG yesterday.

ADR Overview - Which Stocks Look Good, Which Don't

Seriously, don't waste peoples time with this crap; u managed to waste mine.

As Solar Sector Flies, Pay Attention to Values

Another wary article from a guy who has missed advised several times. Please readers, take a look at my comments from his last ill-timed article. Also, look where the solars were at the time he called the "dead cat bounce over" in relation to where they are now:

seekingalpha.com/artic...

Checking in on Oil's Fundamentals

No mention of China is a very good point. Sure a pull back makes sense, but mid 40's? What do you know that we don't? Predicting a 25% correction wow. I do agree, a pull back is a buying opportunity for the future.

China's Solar Stock Rally: Avoid Being Burned

Wow you have been wrong since this article - this is a great example of the dis information and talking head blather that loses people money when you read an article like this and act on a whim - really, find someone that you can respect with a good track record and keep them in mind when making choices, but whatever u do, watch out for the common ilk on seeking alpha, and other places for that matter.

China's Solar Stock Rally: Avoid Being Burned

The article should be called "Avoid Making Money"