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ReneSola Ltd. Message Board

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  • dems_please_fix_america dems_please_fix_america Apr 22, 2008 6:27 AM Flag

    to compare SOL with LDK

    SOL in 5 years might be worth 10% of where LDK will be valued.

    SOL is a quick way to lose your ass.

    Cramer said sell all the solars but FSLR

    I am selling at open STP YGE WFR SPWR and buying

    the undervalued ones LDK TSL are good for a fast 10 points.

    The small solars will be forced down as they are valued while being just moneylosers with future promises.

    these guys Renesola are just trying to cash in on the solar name.

    I saw the same putrid acts with the internets and the nanotechs.

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    • 07:47 STP Suntech Power: CEO interviewed on Bloomberg TV (48.08 )

      Says they have never been stronger; says they will continue to drive costs as low as possible; says silicon remains the major issue but expects costs to come down 20%+ in 2009; do not see oversupply as being an issue... Asked why they issued debt a few weeks ago- says they issued for the long term due to the length of supply contracts that they had to sign; need to make prepayments on some of these contracts; locked in a low cost of raw materials; believes will save them 20-30% in costs in the long term... looking at acquisitions to strengthen supply... looking at the US but notes that subsidies here are not as strong as other regions.

    • Oooops, i smell bitter. And oops LDK and SOL are competitors. And oops, SOL has competitive advantage over LDK in that there silicon costs are much lower than LDK.

      Do some homework jackass

1.40-0.010(-0.71%)Apr 28 4:02 PMEDT