Seeking Alpha

ytterbius

ytterbius
Send Message
View as an RSS Feed
View ytterbius' Comments BY TICKER:
Latest  |  Highest rated
  • Can LDK Solar Deliver As Promised? [View article]
    You may be skeptical of LDK's future in polysilican, and you are surely right that there will be challenges ahead, but it certainly looks like they are hell-bent on giving it a solid effort, and have been making some smart moves.

    Two big moves include:

    The Sunways Deal:

    money.cnn.com/news/new...

    "LDK Solar will deliver approximately 1 GW of multicrystalline solar wafers to Sunways over a ten-year period starting in 2008. Under the terms of the equipment purchase agreement, LDK Solar will purchase <b>two readily available</b> Siemens technology-based reactors and related plant equipment from Sunways."

    and the Fluor deal:

    www.reuters.com/articl...

    "U.S. engineering and construction company Fluor Corp said on Friday it won a contract worth more than $1 billion to provide engineering, design and other services for a polysilicon plant for LDK Solar Co Ltd"

    Also note that they are not devoid of experience in this area with Nicola Sarno and Pietro Rossetto, each with over 20 years of experience at MEMC under their belt (see www.ldksolar.com/Manag... ).


    So, right now there's no telling exactly what they are going to put out in their audit (I'm betting on good news), but moving forward I see some reason to believe that they will make themselves into a big player in the polysilicon market.
    Oct 15 10:24 PM | Likes Like |Link to Comment
  • Cramer Pleads for a Fed Rescue as Bear Stearns Hit [View article]
    WOW, I think he forgot for a moment that he was on TV, and not in a closed room with his buddies.

    As for people losing their jobs way up in the heights, I'm all for it. They've made bad decisions, decisions which put all of us at risk, and the last thing we need is for the fed to bail them out with more easy money. What's needed now is for some responsibility to be taken, some heads to roll, and some new minds to be put in place to start making some new value decisions in this market.
    Aug 7 12:52 AM | Likes Like |Link to Comment
  • Economically Viable Alternative Energy: Nova Biosource [View article]
    I'm sorry, I misread the above... I'd wonder why alpha24seven suggests that algae is not looking bright. I've not heard any issues.
    Jul 30 07:17 PM | Likes Like |Link to Comment
  • Economically Viable Alternative Energy: Nova Biosource [View article]
    As the above poster mentioned, algae is possibly a big part of the solution to feedstock supply for bio-diesel.

    Check out "Solazyme." They are a biotech producing algae-based oil for Imperium Renewables.
    Jul 30 07:16 PM | Likes Like |Link to Comment
COMMENTS STATS
34 Comments
20 Likes