Comments on: LDK Solar Co., Ltd. (LDK) – A Spark of Light

By: Javier Butler

Javier Butler — Fri, 09 Jan 2009 21:27:18 +0000

hi
tdtia04d6zms24nn
good luck

By: Joe

Joe — Tue, 06 Jan 2009 00:08:08 +0000

Well, where do we start after today’s pre-announcement? I posted when the stock was $40+. Off the lows in single digits, LDK managed just a 50$ bounce, half of which are probably going to disappear tomorrow.

Read through today (01/05/09) press release again – this is fricking scam of a company. How can gross margins get halved with just 10% hit revenues? Why should the company talk about 1000MT capacity when they are saying 15000MT is going on track? How can they project 2H09 recovery, when everybody across the solar foodchain have zero visibility? Compared to this, SOLF looks like jem and JASO looks like diamond.

And borisb, do you have enough $ to pay for internet bills or have you lost it all? Such a sheeep…..

Zach, I like reading some of your short thesis on stocks, but i am completely baffled that you dont see through the scams in chinese solar companies, especially this one.

By: ZachStocks » Blog Archive » JA Solar Holdings Co., LTD. (ADR) (JASO) - Light At the End of the Tunnel

Thu, 30 Oct 2008 20:49:05 +0000

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By: borisb

borisb — Thu, 14 Aug 2008 17:53:33 +0000

Regarding STP and to lesser degree LDK Hang in there Zach, avoid the whimsical-ego negatives posts, there are many hours of effort to see the long side will probably work.

By: Joe

Joe — Thu, 14 Aug 2008 01:32:30 +0000

Ever heard of the term called “Cash Flow from Operations”? I am not talking about Free Cash flow. Obviously your investment in LDK proves, you dont.
Anyway, drink lots of Kool-Aid, see the reported earnings, bn$ contracts, inflated capacity growth, stellar reported earnings and throw some cash so that management can build a bigger sand castle. BTW, show me one Chinese solar module company that is growing capacity lower than 100% in 2009? Knew that. None.
What is LDK’s R&D? hahaha. Good joke.

This is my race to zero list – SOLF, TSL, CSUN, CSIQ, YGE and LDK. Everyone of them will in single digits by late 2009. But guess your investment horizon is hours/days. Shouldnt matter – may be you are better off looking at some charts and lines to make a ‘trade’.

Good luck!

By: Digital Converter Box Reviews

Digital Converter Box Reviews — Wed, 13 Aug 2008 21:22:05 +0000

LDK, I don’t like. It is just to volatile for my liking.

By: Growth Prospects and Depressed Stock Price Make LDK Solar a Buy - Zachary Scheidt (ZachStocks) - SocialPicks

Wed, 13 Aug 2008 20:18:10 +0000

[...] out of Spain. It appears the private marketplace is ready to step in and pi… Read the rest of the original post » Add Comment Be the first to comment on this story and earn 2 points. [...]

By: borisb

borisb — Wed, 13 Aug 2008 19:10:20 +0000

STP is so well poised i cant highlight it enough!