Comments on: LDK Solar (LDK) – When Bad News is Good http://zachstocks.com/2009/01/ldk/ Dynamic Investments for Exceptional Traders Tue, 02 Mar 2010 20:30:15 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Intelligent Speculator » Blog Archive » Investment Talking http://zachstocks.com/2009/01/ldk/comment-page-1/#comment-5684 Intelligent Speculator » Blog Archive » Investment Talking Sat, 10 Jan 2009 12:03:58 +0000 http://zachstocks.com/2009/01/ldk/#comment-5684 [...] Zack is giving his thoughts on LDK Solar. [...] [...] Zack is giving his thoughts on LDK Solar. [...]

]]> By: Mark http://zachstocks.com/2009/01/ldk/comment-page-1/#comment-5683 Mark Fri, 09 Jan 2009 22:48:27 +0000 http://zachstocks.com/2009/01/ldk/#comment-5683 Zach, great call on TBSI I went and looked at the "4 stock" competitors and felt it was an unfair competition based on your stocks versus theirs ;) its like stealing baby from a candy. Looks like China is trying to orchestra a mass consolidation in solar sector by giving money to a few to consolidate the others - helps LDK it appears. Zach, great call on TBSI

I went and looked at the “4 stock” competitors and felt it was an unfair competition based on your stocks versus theirs ;) its like stealing baby from a candy.

Looks like China is trying to orchestra a mass consolidation in solar sector by giving money to a few to consolidate the others – helps LDK it appears.

]]> By: BorisB http://zachstocks.com/2009/01/ldk/comment-page-1/#comment-5656 BorisB Wed, 07 Jan 2009 15:49:46 +0000 http://zachstocks.com/2009/01/ldk/#comment-5656 A long term upside/breakout thesis would be supported big time if Polysilicion prices rachet down. I have seen reports hinting that P/S might drop from $300+ to $100-ish per kilogram. With P/S about 2/3 of total production cost, prices per kilowatt hour would fall sharply. A long term upside/breakout thesis would be supported big time if Polysilicion prices rachet down. I have seen reports hinting that P/S might drop from $300+ to $100-ish per kilogram. With P/S about 2/3 of total production cost, prices per kilowatt hour would fall sharply.

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