LDK Solar (LDK)

Add a New Bulls Reason Company: LDK Solar (LDK) Current price: Headline: (100 character max) Analysis: Cancel 100% agree 1 votes   With Poly prices falling rapidly Created when NYSE:LDK was $9.54 | Edit | History LDK is one of perhaps two or three manufacturers world wide that will still be able to make a profit on poly when it falls to $40/Kg. It's new 15,000 ton plant is coming onstream Q3 2009 and expects to get production costs down to $30/Kg by the end of the year! So this leaves two ways the market can go: 1) Poly prices go back up, in which case LDK will be massivly profitable. 2) Poly prices fall below current $60/Kg in which case, competition will get killed and LDK's market share will go up rapidly. Again, huge profits. I prefer the latter scenario as it is more likely and will generate astronomical market demand as PV starts to become affordable for ordinary housholds around the world. (100 character max) Cancel 100% agree 1 votes   Chinese company in clean energy Created when NYSE:LDK was $7.15 | Edit | History This company seems to be somewhat overlooked, uses recycled material to control costs (also good environmentally), is a Chinese company (thus onsite in area where pollution control will likely be crucial) trading in the U.S., and although profit margins have been declining, are reported as still being 30%+, certainly good in the short term, and still with room to maintain a profit if margins continue to fall. (100 character max) Cancel

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