canb888

LDK Solar: The Brightest Opportunity?

I have read many articles about LDK and this is the best fundamental analysis. Peng seems to have delivered everything he promised. I trust the polysilicon plants will be on schedule as LDK have said and that the company will reap huge benefits from it especially now that polysilicon is in such a short supply recently hitting USD400+ per kg in the spot market. Their production cost estimates, as I have read in many different places, indicate at USD80 to start and to go down to circa USD30 per kg. As to quality, I am sure the big buyers, like Q-Cell and Hyundai, that signed multi-billion dollar contracts are professional and smart people and I don't want to pretend to be qualified to try to out-guess them. The contracts talk louder than guesses or speculations. Time is on the side of LDK. Michael, thanks for sharing your analysis.