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LDK, today I started to sell some SNP to buy LDK
(2008-01-02 10:10:58)
20%ofSNP,
sadtosaygoodbyeeventooneshareofSNP,Istillfullybelievedthatit'stotallyunfairlyaffectedbyChinesepolicy,
BUT,maybeChinesegov'thassomegoodpoints,sometimesit'sasensiblepolicytosacrificeforabiggerbettergood,inthiscase,theChineseeconomyinwhole,
LDKtodayconfirmed,forthefirsttime,thebackofenvelopcalcofroughly$8-$9earningfor2009formanysmallinvestors.Justcan'tresist.
TheTApartisalso...[阅读全文]
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LDK, mid term trend set again, today the same as at 30
(2008-01-02 07:27:49)
thewhilteknightthatIwassuspectingturnsouttobethere,forreal,
today'snewsconfirmedsmallinvestor'sestimateon2009margin,42-50%,whilereducingthe2008revalittle,$0.96-$1Bvs1.1B,
fadethegapwasheavyandsharp,wasdownto48.2,creditforPJandGSmarketmaker,
justclosedeyesandbuying,
it'sfunnythat,sometimesmarketsimpleoffersgreatgifts,LDKjumpedoutof26withagapto30,anditstayedthereforawholeday,
tod...[阅读全文]
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LDK, hand-in-hand with STP, ZT yahoo msg board
(2008-01-01 20:31:09)
ibcnu2day69
PRE-SOLDORDERS?UH..NOTEXACTLY
31-Dec-0702:19am
(5)Whenitsproductioncapacityreaches200MWorabovein2007,LDKSolarwill
supply100MWofsiliconwaferstoSuntechfortheyearof2007.30%ofthe
siliconrawmaterialswillbesuppliedbySuntech.After2007,LDKSolarwill
supply50-60%ofitssiliconwafersannuallytoSuntechandalltheraw
materialsfortheproductionwillbeprocuredbyLDKSolar.After2007...[阅读全文]
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LDK\'s future numbers, from yahoo msg board
(2008-01-01 20:29:08)
jdbalser:
Perconferencecall,LDKconversioncostsareabout$.30perwatt
Typicalproductioncostsfor1kgofpolyinchinais$40
http://www.pr-inside.com/solar-grade-pol...
BasedontheguidanceJackgaveontheQ3CC,LDKexpectstouse4400tonsofpolytoproduce510-530megawattsofpanels.
=8.6tons/MW.
1metricton=1000kg
($40*1000*8.6)/1000000=$.35
$.35(perwattforpoly)+$.30(perwattforconversiontocell...[阅读全文]
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LDK, MMs are coming,
(2008-01-01 09:38:18)

http://www.thebuylist.com/default.aspx?Stock=ldk
FundTransactionsforLDKSolarCompany(LDK)
DateUpdated:12/20/200711:09:23PM(Updatesperformedbiweeklyandmonthly)
QUANTITYTYPESYMBOLFUNDNAME
61,700BUYFLCSXFidelityLargeCapStock110,000BUYFDESXFidelityAdvDivStockO115,300BUYFMILXFidelityNewMillennium130,500BUYFSNGXFidelitySelNaturalGas-9,059SELLNEFSXIXISU.S.DiversifiedA1,408,300BUYIGNAX...[阅读全文]
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[ZT] LDK Competetive Positioning
(2007-12-31 09:10:27)
[Bygungbao2003,fromyahoofinancemsgboard,]
IdidsomeresearchonthesecompaniestoseeifLDKcanmatchthesecompaniesinthecomingyears.Here'swhatIfoundout.1.MEMCactuallyonlystartedsellingSolarGradeWafersinJan2007.Thisiswrittenintheir2006AnnualReport.Theymainlymadesemi-conductorwafersbefore.Theyarere-focusingtheireffortsongrowingPolysiliconandSolarWaferproductioncapacitytomeettheexpectedgrowthindemandfromt...[阅读全文]
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TA 的死穴：趋势无限延长，历史必然重复
(2007-12-28 21:02:42)
thereforeoverthelongterm,stockpriceisdeterminedbyitsintrinsicvalue,notsupplydemandrelationship,[阅读全文]
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trading special opportunities
(2007-12-28 20:58:38)
ItradespecialopportunitiesonstocksandparticularlycompaniesthatIbelievearemisunderstoodbythemarketformoments,
mytradingisnotmostlyabouttiming,moreaboutvalue.Henceitoftentakesalotoftimeand/ormoneymanagementskillstoplayout.Butwhenitworks,itcanaddgreatpercentagegainforthewholeportfolio.
LDKwasoneexample,Istillholdmylongtermholdingonthat,currentlyGAismynewestlargesttradingposition,
botharea...[阅读全文]
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[GA]今天 图 = LDK on 12/7
(2007-12-28 20:31:52)


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LDK, white knight showed up again,
(2007-12-28 13:18:51)

thismorning,whenLDKwasbeatento46,somesubstantialbuyingshowedup,
muchlikethelastdayLDKwasin27,(toobadIdidn'tsavethepicthere...inmymindthatwas
"thefirstblood"forLDK),
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