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Company: LDK Solar (LDK)
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  With Poly prices falling rapidly

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.

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  Chinese company in clean energy

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.

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