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LDK Solar Co., Ltd. Message Board

phreecash 9 posts  |  Last Activity: Jun 3, 2014 5:49 PM Member since: Jan 24, 2007
  • Reply to


    by money7524 Jun 3, 2014 3:01 PM
    phreecash phreecash Jun 3, 2014 5:49 PM Flag

    May 28 – China Times
    LDK Solar gears up to strengthen financial position

    May 27 – PV-Tech (Same event)
    LDK Solar secures US$320 million lifeline

    May 25 – Bloomberg (Same event)
    LDK Solar Gets 2 Billion Yuan Bank Loans After Bond Default

    The China Times article gives the most color on the direction of the company, financial moves in revenue, cash, and the curious “polysilicon project” that can be correlated to Cold Hydrogenation.

  • Reply to


    by money7524 Jun 3, 2014 3:01 PM
    phreecash phreecash Jun 3, 2014 5:37 PM Flag

    Baker's dozen

    1) LDK cash position is better
    2) LDK cold hydrogenation conversion of polysilicon is or is near completion
    3) LDK recently gained a large contract
    4) Solar is rebounding, LDK is one of the few stock to not have reacted with investors having near term focus on the Caymen Islands debt restructuring. Poor vision.
    5) LDK is cabable of revenue of a billion per year if the company is running at full capacity, its is filling.
    6) M4 wafers may be the best of the best, M3 not bad either
    8) LDK Patents alone are worth more than stock price
    9) Because short bus Pippy longstockings is not here
    10) Xinyu depends on two things Iron and LDK, they cannot let it fail. Cost of failure throws all of Xinyu in a big mess
    11) Banks reportedly absorbing some of lending as losses on the books
    12) USA carbon limit reduction of 30% by EPA
    13) LDK could not go below 43 cents, someone was acquiring

  • Much of the poison debt removed, sweetened by USA 30% carbon reduction, and cold hydrogenation changing cost structure on rising tide lifts ships and tankers alike.

  • Reply to

    Read this inspiring news

    by phreecash Jun 1, 2014 7:14 PM
    phreecash phreecash Jun 1, 2014 7:23 PM Flag

    I don't know if the follow on posts will clear yahoo, but...
    LDK may be called Phoenix. Rising from the ashes.

    Cold Hydrogenation to start by end of month.
    Orders are flowing
    Park contruction projects to

    Re-org dumped a lot of debt.

    Cost structure is reduced.

    Recent jump makes me suspicious of impending positive news on poly

  • Zevi was 2,000,000,000 help restart lending ten billion polysilicon project ?
    First Financial Daily 2014-05-26 08:49:05


    You guessed at the beginning , but not necessarily guess at the end.

    When Suntech has sold assets in bankruptcy reorganization and wind optical time, also has a high -tech liabilities LDK Solar Co., Ltd. (LDK.NYSE, hereinafter referred to as " LDK " ) , but miraculously alive down.

    "First Financial Daily" reporters learned from the LDK company , its financial situation has shown signs of improvement , which has received a total of 2 billion yuan of loans ( mostly for working capital ) to ease the financial strain problems. Currently, the LDK 's wafer production has been nearly every day the best stage in previous years , at the end of this month will open its polysilicon plant . Brokers believe LDK still not completely out of danger , but from the current situation in terms of financial and production , possibly better, it is the most important thing is "for space time " in order to survive.

    Bank Rescue

    LDK first quarter, " First Financial Daily" reporters recently obtained results this year , there has been ample of its funds on hand , and financing increased.

    At the end of the first quarter, the company's " cash and cash equivalents " as 462 million yuan , an increase of 92.5% compared to the same period last year to 2.4 billion. Earlier this year , the company was 679.4 million yuan currency funds , end of the first quarter amounted to 1.1415 billion yuan , an increase of 462.1 million yuan currency funds .

    The company's " Net cash flows from financing activities " as 1.756 billion yuan , compared to the same period in 2013 , mid-2013 's 31.88 million yuan , 231 million yuan higher. A brokerage analyst said, there may have been obtained LDK rescue the banks , so they had to make money to alleviate signs surface.

  • phreecash by phreecash May 26, 2014 10:32 AM Flag

    2B RMB loan to LDK w/ 25% being used to upgrade Polysilicon mfg.
    This is in line with reported modifications to cold hydrogenation

    More importantly, this is an unexpected nod of approval from banks, a reasurance to investors that the solar business climate is improving in China, and most importantly - an expectation that LDK Silicon will indeed be part of China's solar industry.

    $0.43 cents!

    Disparity between banks interest and investor interest is fascinating. As stated before by me, I am a buyer at $0.36. My price target to buy has now moved up on quiet confirmation of polysilicon upgrades and a change in cost structures to follow. I believe the 75% of the RMB loan is greater in value than the current market cap.

    Anyone else interested in this fact?

  • Reply to

    I'm back

    by phreecash Apr 25, 2014 11:37 PM
    phreecash phreecash Apr 29, 2014 10:23 PM Flag

    Good to know you are lurking. Can you elaborate on the $70 dollar buy and find any evidence at all to back up these assertions. If true, I'll get to write off 3K per year for the rest of my life.

    Its not for me... it is for my tax advisor.

    It's not about disparity between all time high or lows - it is about rediculous highs and lows that you can profit off of.

    Price is pretty stable in the 40 - 43 cent range. A buy planted just before cold hydrogenation at a deal looks good to me. The stock has not responded to the wafer deal. Clearly, our 800MW wafer customer with far more inside knowledge has a degree of faith.

    This says a lot more than you or I can on a MB.

  • Reply to

    I'm back

    by phreecash Apr 25, 2014 11:37 PM
    phreecash phreecash Apr 25, 2014 11:38 PM Flag

    Thanks again for all the shorts wanting out once trading resumed. Fear? I have none, but I do manage risk.

  • phreecash by phreecash Apr 25, 2014 11:37 PM Flag

    After following my advice, basically to watch trend and bail when volume settles... the time is near once again.
    Don't you think I've seen that wafer contract.

    Do you think LDK would sign any contract now that is not profitable?

    I also see MAY as a potential cold hydrogenation poly startup. My target is 35 cents. Come to papa. I'll close the gap no later than mid month expecting late May on cold hydrogenation.


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