Ming-Wei/Ming

Three Strong Stocks: LDK Solar, Campbell Soup, Hewlett Packard

From Balance sheet point of view, the professional short seller are right. LDK spend more than they make. What shorter sell has been missing? It is Chinese govenment behind LDK. Govenment will never let LDK down just because of short tern difficulty. There are more 22,000 employee need Govenment protection. Govenment will do just that. If LDK in American, LDK probably will go down like VeraSon. Will LDK turn the coner? The condition pointed to a better future for LDK. This 3Q is a indicator. Several solar companies said demands strong and costs are down. Will polysicon price fall further below production cost? It is wishful thinking that they will. LDK's polysilicon will reduce LDK's cost.

LDK Solar's Deal: Proof That China Supports Solar Industry

Q-cells suicidal move will end its chance to get any cheap wafer from just anybody in future. Q-cells will be out of business in the competition if they do not fix their conflict with LDK.

Asia's Solar Industry Warms Up

If LDK's polisilicon cost at $25/kg, spot price over $60/kg, it will reduce LDK's polisicon cost by year end. Unfortunately, short interests increase to 21,116,900 (21 million), 19% of total shares or about 60% of float? Suppose the controlling owner, CEO Peng, will not sell his shares. They must bet that LDK can only produce polisicon at $80/kg, like they did at their smaller plant while market at $60/kg and falling. Polysicon price should fall, is'nt it?

Asia's Solar Industry Warms Up

For un-bias news, PRnewswire stand out. It does used emotional or colored words report news and facts. In the business world, a lot of news media put emotional wording to report news and fact. This practice does intend manipulating! When First solar had good news, every media reported with enthusiasm. When Chinese solar had good news, they pretend it is not exist. When LDK Solar Completes First Polysilicon Production Run at 15,000 MT Polysilicon Plant, no other media but PRnewswire ever noticed. For an investor, the importance of this means LDK will reduce their silicon cost and return to profitability.

First Solar Set to Conquer China's Growing Market

LDK Solar Completes First Polysilicon Production Run at 15,000 MT Polysilicon Plant showed light of the tunnel. They will reduced their cost of silicon.

First Solar Set to Conquer China's Growing Market

China's subside policy states this by limiting efficiency above First solar's efficiency. It is not clear that First solar will go that far without resistant.

Canadian Solar Wants a Slice of Chinese Market

A herder put a PV panel on a cow back to produce electricity for light while they travel. My friend in China said. When subside come from central government, each province will get a piece of pie. You can bet they will.

Will China's Solar Market Surpass Ours?

China is number one in solar thermal usage in the world. Most family have at least one solar thermal hot water. If they had to pay big money and save money later they would do it. That is the way of their thinking.

Q-Cells: Solar Market Still Tanks as Q2 Sales Fall 37%

LDK probably will not have a day in the Sun until they can produce their own polysilicon at $30 to $40 a kilo. The short sell already build up agaist LDK and the media will make more cloud over LDK.

Q-Cells: Solar Market Still Tanks as Q2 Sales Fall 37%

LDK probably will not have a day in the Sun until they can produce their own polysilicon at $30 to $40 a kilo. The short sell already build up agaist LDK and the media will make more cloud over LDK.

LDK Rides Solar Wave Up

LDK one day gain appear to the shorty run out of door. LDK still has to prove it can produce poly-silicon cheaply. If you go see their poly-silicon plant on their website, they build the plate like playing lego game. Analyst at Piper Jaffray tell to sell LDK at exactly bottom, what recommendation! When an analyst at Piper Jaffray suggested you to sell at 50% discount of book value, which Ben Graham would buy, it is definitely a criminal recommendation.

Top Public Pension Funds Shun Solar Stocks

Now you can understand why the analysts bad mouthed Chinese solar company only.

Q-Cells and LDK Solar Announce Joint Venture

I don't understand the short interest means. They increased 7% last month and covered in 2.6 days. No wander Eric kept his negative tune on LDK . The LDK had their long term contracts start in 2009, offset by the lower price of polysilicon and wafers.

China's Solar Stock Rally: Avoid Being Burned

People may not know China is the world leader in solar thermal usage. Almost every family had a solar hot water installed due to advance in technology and cheap price. If they can save money on install solar panels, you bet they will on subside, the speed may surprise everyone who don't know Chinese people.