Any ideas for Monday?
If LDK beats (avg. estimate of 0.41) which is expected, what does this mean for SOL? Is stock going down because LDK appears/is superior and holds better long term promise or goes up with it? If LDK does not beat enough, is SOL going down with it or going up because they beat themselves?
Will they get an upgrade Monday?
Did I hear them say $1.25-1.35 ASP per watt of a module in 2011, in duration of CC and someone saying "ouch"?
odyd12, I see you stopped pumping solf and my general advice is stay away from solar if you don't understand it. Some of the stuff you post on these boards both positive and negative are really way off base.
Hobo himself, I actually admire your posts a lot especially when they have a substance. When you post nonsense you just sound the like everyone else with nothing to say. I stopped posting on SOLF when I sold it. In fact I have taken your opinion under the consideration that Hanwha purchase made down pressure on the stock. I like SOLF as a company but the opportunity was simply elsewhere. There are enough armchair analysis on mb including yours to pick the poison. I am not in cult like LDK or have a relationship with the name, similar to yours with the TSL, so if this is the level of understanding you speak of I am completely ignorant.
Anyway looking forward to see reports this week. Stick to judging stocks not people and you will continue to have my respect.
Not having an opinion is also a choice, it is ok to admit to it.
I would say that if LDK misses SOL will go up.
If they kill it, SOL will go down, why be in a stock which is a shadow of something superior, or what the LDK boards preaches and believes.
Meeting it will be like a miss.
I think there is a room for both companies, not the same thought shared by others.
Good luck to everyone.
Sorry I do not use props.
I know that topic was explored many times but with $80M growth to $640M guided by LDK from Q2 and $567M in that quarter, how is the LDK going to beat the guidance by 35% in EPS with revenue increase by 12%? Unless their gross margins improved dramatically essentially over night, it seems that 0.41 is number which you would caculate if business metric didn't stop. If SOL kept the same gross margin their EPS would be in area of .59 however their margins have also improved by 2%. Their revenue increased from 253 to 358 which is about 41% which is the one big factor. So SOL rev increase 41%, LDK 12% as guided, margins 32% vs Q2 18% for LDK, EPS at 0.70 reported, I would say .50 would be a great number as it meant that gross margins have gone up substantially, but that is only 21% improvement, showing SOL is superior performer on EPS.
I have read people putting in .60, .70 and .80 where is this income coming from?