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oceandude » Comments » LDK

  • Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating [View article]
    And don't forget Q-Cells signed a huge contract for supply from LDK. Yet LDK is not trusted by Wall St... these companies signing huge deals with LDK must know something that everyone else doesn't.
    Mar 03 13:34 pm |Rating: 0 0 |Link to Comment
  • LDK Found Error-Free, Rises 30%: Where is the Solar Rally? [View article]
    It will go down after earnings were merely in-line. Margins still barely over 30%.

    I'll be backing up the truck, poised for a big 2008 gain!
    Dec 19 19:45 pm |Rating: 0 0 |Link to Comment
  • LDK Solar Serves Notice, Brings Top Firms to the Fight [View article]
    One question - let's say the inventory problems are real. LDK announces the audit turned up problems and they have to restate their figures, etc.

    Does this change anything long-term? Aren't they still well-positioned with the upcoming polysilicon plant and a bottomless source of cheap labor?
    Oct 31 19:32 pm |Rating: 0 0 |Link to Comment
  • LDK Solar: Is the Sell-Side Analysis Valid? [View article]
    Perfect example of dumb herd-minded analysts is a little stock called GOOG. Remember the IPO? The old-school was scared and threatened of a fairly structured (yet different) IPO. There was downright pessimism about GOOG and its $85 IPO price.

    Agreed on everything with this article. I picked up a small amount of LDK today and will try to acquire more.
    Oct 26 02:58 am |Rating: 0 0 |Link to Comment
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