I today completely left LDK, after 6 months being long, and some 2 weeks ago started to build up new positions here and in SWC (+ TBSI+ACH). It is risky, as the ride started a months ago and I know this is my last chance, cos I suffered severe losses before. LDK is a very good company, but I was there at bad times, and missed jumping out before QE3. Now LDK seems frozen with dead money for some time. I want to go back after dust will settle. Today it was very hectic here in PAL, ride down and up... Pray that Pd will go up and up. And looking forward to speak to my new colleagues and friends in this forum...
Welcome aboard to PAL. Fortunately the fundamentals of PAL/SWC are well defined and are very visible. Just check out metal prices at APMEX dotCOM or KITCO dotCOM. There is no question at all both platinum and palladium are headed way much higher, so are the stocks of PAL and SWC.
The whole market is extremely rigged. I actually like TSL and LDK. They are punished by the crooky analysts for some good reasons. People need to do the opposite.
However I am not ready to sell PAL and buy LDK/TSL any time soon. The ride of PAL should resume soon enough and I can not afford to spare resources away from these two most favorable metal players, PAL/SWC.