LDK Crushes Estimates, comes in at $1.09 per share!

More than Nike, trading at $85 a share, reported!

I'll have more later! EXCITING TIMES!!!!

http://finance.yahoo.com/news/LDK-Solar-Reports-Financial-prnews-1679032119.html?x=0&.v=1

Alright, im excited! LDK reporting in 1.5 hours. I am going to dig in and read everything, will give my opinion on the earnings and guidance they give either tonight or tomorrow morning.

As i have stated, i am expected blowout earnings of $1.00+ for 4th quarter 2010, and guidance equal to or above for 1st quarter 2011.

Hello all! My #1 solar is announcing today after market close: LDK Solar.

I have Trina my #2 solar play.

I specifically said he is not involved here. Perhaps you can't read?

"We want to reach the era of renewable energy as fast as possible." - per German Chancellor.

Germany dumping nuclear for renewable. The largest solar consumer in the world will become even a bigger player now. HUGE news for LDK and solars.

http://www.marketwatch.com/story/germany-shifting-away-from-nuclear-power-merkel-2011-03-17

His name is Jonathan Bryant, and he has no relation to this one. As far as what he was involved in, i just know. Too much unfortunately.

The thing with LDK unlike other solars, THEY PRODUCE POLYSILICON, AND LOTS OF IT!

LDK is currently the 6th largest producer of polysilicon on the planet, and will nearly double its production this year alone, moving up to 3rd/4th globally.

I live 15 minutes away from the global leader of polysilicon production - Hemlock Semiconductor. They are growing by leaps and bounds, and are HUGELY profitable. They are at the end of a recent 2 billion dollar expansion.

Lets look at LDK. LDK currently produces 11,000mt of Polysilicon a year (will be 18,000mt by year end). They sell it for approximately $80 a kilo right now. Their cost is $39 a kilo right now. So, right now at 11,000mt of poly, costing $39 a kilo and selling for $80 a kilo - revenues are 880,000,000 a year, costs are 429,000,000, so income is 451,000,000 a year, or, $3.11 per year. THAT IS JUST POLYSILICON!!!! That does not include solar wafer sales, solar cell sales, solar module sales, and solar utility sales which is LDK's main business!!

Lai stated they will produce 18,000mt of polysilicon by years end. He also stated cost to produce will go down to $30 to $32 a kilo because of economy of scale.

So, at year end, JUST LDK's POLY PLANT will produce 1.44 billion in revenue, cost 576,000,000 to produce (conservatively using 32, not 30), so income will be 864,000,000 or $5.96 a share! Again, this is JUST THE POLY NUMBERS and does not inclue wafer, cell, module or utility!!!!

If prices of polysilicon rise, these numbers greatly inflate. If it only costs 30 or less to produce a kilo, these numbers again greatly inflate!

I cannot stress enough how blockbuster this will be.

Welcome aboard. I cannot stress enough how wonderful a play this is.

Just look at the financials i provide above. This earnings release will replace 4th quarter 2009 loss. So, after tomorrow, we will have the following as our last 4 EPS quarters used to calculate our price to earnings ratio...

Q4 2010: Lets be conservative and say they come in at $1.00 EPS
Q3 2010: .72
Q2 2010: .36
Q1 2010: .06

So, not only can you clearly see the growth, but they will come in full year 2010 with about $2.14 EPS. That gives LDK a PE ratio of 5.6 !!!!!! A company growing this fast with a 5.6 PE ratio! Are you kidding me!

Now, lets look forward. Lets say they average EPS of 1.25 every quarter for 2011, which IMO is conservative. That will give LDK EPS of $5.00 for 2011!

Companies growing this fast command higher price to earnings ratios because investors are paying a premium for FUTURE earnings. A PE of 20 to 30 is the norm for companies growing 20% Year over year. Using a PE of 25 and earnings of $5.00 - you get your share price of $125 a share.

The math is right in front of everyone! First solar is already trading at a premium over its peers simply and only because it is an American company.

People will open up their eyes and flood to LDK soon enough, and it will be valued equally as its american peers, just like chinese search engine BIDU has done with its peer GOOG (Google once traded at a large premium to BIDU for the same reason - one is chinese and one is american - but americans wised up over time).

I have been investing since 1997, and i have never seen an opportunity like this before. Ever.

Another pump and dump i follow very closely, the shell owner ran to Barbados.

He is living very nicely. Made some huge money on 8 different plays.

Three companies in the solar power sector that could also see their share prices climb are LDK Solar Co. Inc. (NYSE: LDK), Hanwha SolarOne Co., Ltd. (NASDAQ: HSOL) and Trina Solar Limited (NYSE: TSL).

http://www.benzinga.com/trading-ideas/long-ideas/11/03/929535/how-to-trade-on-nuclear-power-concerns-gex-fan-pwnd-ldk-hsol-t

Options would be a very good play IMO. Most likely, this will move up very well. They will have blowout earnings no question.

Where the problem 'may' come from if at all is guidance/visibility. If for some odd reason, out of the blue, they even slightly mention some cloudiness in visibility 2nd half 2011 or first half 2012, then this could go the other way (IMO, im 99% certain this will not be the case, but just saying)

So you could load up for a major move either way, and make money regardless of what happens.

Myself, im just loaded up long. Just do not see this below $20 for long. They are simply not only making too much money, but one of the top 3 companies in the fastest growing industry globablly.

So 50 million shares traded at an average of 1 penny could not get them started past sending a few jars of veggie dip out, and showing up at 3 food shows?

Take your blinders off man!

They made a killing off you guys. Probably reading this board laughing their azzes off on some tropical island, wondering what there next scam will be.

EDIT: They made money off me too, a long, long time ago. At least i sold before i lost everything!

Without the deparment of navy development contract, this company would have been under long ago IMO. Maybe Deparment of Navy either dumped future funding for the development of portable water filters, or went with another developed model from a competing company.

He has and has had a few, and this and the one you mentioned are 2.

Hates Americans, calls them every curse word in the book - thinks there naive. And guess what, he is right because he keeps on taking American money and he greatly enjoys it.

Very well put Lem.

JB may not be the brightest guy around, but he is far from an idiot. I think his best characteristic is his ambition. And somehow, he is found to be charismatic (although i do not personally see it) but those close to him greatly admire him - until they finally come to there senses to see that they are being used, or treated unfairly because of his greed.

Most in the UK think he is a legend. I personally have different adjectives for the scam artist.

BTW, analyst are expecting .81 for this quarter. LDK is going to blow that out and earn over a buck for 4th quarter, you heard it from me first.

Next quarter, analysts have LDK pegged at .67 - they will absolutely destroy that also, coming in over a buck again.

They will have earnings per share of about $5.00 for fiscal year 2011. You do the math - a company with 25% or more growth (which LDK blows away!) commands an earning multiple of over 20 - but lets just use 20 for simplicity sake....

20 x $5.00 = $100 dollar stock. Yep, that is right. LDK is a $100 dollar stock based on Year 2011 earnings.

And here we are at what, $12.00? When will American start trusting and investing in Chinese? Well, they are starting to, look at BIDU which now commands the earnings multiple of Google. LDK is next. And everyone that has been in it at these low prices will be rich. Bank on it!

Its going to go much, much higher than that. This nuclear meltdown forcing solars up is only the tip of the iceberg. LDK is going to report RECORD SMASHING earnings Thursday. There price to earnings ratio is going to drop to fricken 5!!! FIVE!!!

For a company growing 100% year over year, trading at this low of a multiple is unheard of.

This is worth $30 to $40 a share right now, let alone what they will make in fiscal 2011.

You want to get rich? Load up on LDA. And no, i am not a pumper. This is simply the most undervalued growth stock i have EVER seeen!

Probably not the best time to get back in. After this is adjusted, expect the price to tank back down - might want to hold off until the tank after adjustment if you think this company has an ounce of ambition left.

He doesn't care. He is working his other tickers now, and will make a ton more money on more sheep. After he milks his others ones, he will come back to this one in about a year or year and a half when everyone leaves and the dust settles, and just do it again with a new group and set of sheep.

The SEC has to take care of this at the ground level (JB), not the branch level (monk).

Monk is just a small timer used as an interface between the root and the sheep. He is easily replaceable and can be disposed of at anytime, and the root will just keep on going.

You just sooo nailed it. Exactly what they have done for 4 years now, and guess what - it works on these sheep every time.

Must be nice making a very nice living doing unethical crap like this and rolling bank, and not getting your hand at least slapped, let alone thrown in prison, or something much worse from a disgruntled, lied to shareholder.

Con, why do you think it would be a good investment if they even would have received FDA approval for their latest device/contraption?

They received FDA approval on the DSU filter before the recent rejected one, and still could not market it successfully. Management has shown that even if they do get approval, they will still lose money.

Now, i do at least agree with you that this is no pinksheet level security. Not comparable at all. These guys are at least doing something.

Also, i used to be a very long long (was in this for over a year, bought over 2 years ago). Had an original investment average of .98 and watched it grow upwards of $3 ish, and watched it evaporate. I have always closely read every PR, quarterly and yearly, and my analysis at one point got myself out at 1.20 on the button for a decent gain, but not near the gain i could have had.

I tried to short this just above a dime, to no avail. I still watch this, as i was in this for a long, long time so their is some emotion attached to it. I always watch my stocks that i was in heavy for a long period of time.

LOL, YOU did not make a profit! You were telling everyone you were loading up from 2 cents down, and when you stated you did, it NEVER went above the point you said you loaded up at!

You lost more than anyone on here and everyone combined to be honest, you noob!

Good job, but my question is, why did it take you so long? I have been harping on all of you blatantly TELLING you this was a scam for how long now?

People just try their best to WANT to believe this is something it never was i guess.

The wording in their PR's and communication through email to select investors were the biggest red flags that this was a scam, i just cannot believe it was not obvious to others.

Oh well, you live and you learn.

More importantly take a look at their management team, their marketing effort, and their financial statements. Then make an even better, obvious investment decision.

The price did not fall from 3 bucks to soon to be 2 cents for nothing.

They think they do. His name is Carl Duncan and he has assisted Jonathan Bryant in his Medify Solutions scam, Petel scam, Convergence Technology scam, Cannonball 8000 scam, THIS scam, and his other 2 going on under 2 other ticker symbols.

Not to mention the ones he did not fully get going, like his dads RFID scam and Celebrity Inc scam.

Jonathan Bryant has worked with about 30 different people (+/- 10) and ALL cannot stand him no longer. He gets what he deserves.

The author of what? You mean Jonathan Bryant, the guy behind this and the other 4 scam shells he runs with different ticker symbols?

If your talking about him, sure he has....Pod66.

That press release is SOOOO unprofessional, it is not even funny. WOW!

Just read it, and imagine it coming from Intel, Dell or Microsoft - LOL.

No, i would not short it at 4.3 cents. I did try however at 11 cents - to no avail.

Italy Drops the Bomb

Solars getting crushed today by news that Italy could potentially hard-cap solar installations at 8GW (more)

http://www.thestreet.com/_yahoo/story/11025761/1/solar-winners-losers-italy-drops-the-boom.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

I just wish ameritrade would short this.

Anyone know if it is shortable through zecco? I have an account, but it is not funded at this moment.

"....bring volume....."

But the problem is, where are you going to find the suckers to buy this trash?

you have that 10% to lose. And if you think your 10% is nothing, then i will gladly accept that nothing from you.

Imagine having that 10% in your hands right now in hundred dollar bills. Imagine dropping it on the floor. Would you pick it up? Or would you keep walking and say, ahhh, its nothing, let someone else pick it up?

Just curious, but thinking like this is setting you up to lose on the stock market forever and ever.

A stock like this, unfortunately, yes.

A REAL stock, no. Hardly a dent.

Sir, you are an intelligent trader.

I myself threw 10k at it at an average cost of .97 LONG ago. Saw it race above 2 and much higher, then slowly come back down. I did not like what i was reading from their press releases and financial statements, sold out at $1.20 (made decent money) and from that point on vehemently warned others only to be called every name in the book from blind longs.

I have watched this very closely since i sold (which seems eons ago) looking for a reason to get back in, and they have not come close to giving me one, even at 7 cents a share.

I would strongly suggest for those on here to not throw a single dime at this, but instead save what you have and place it somewhere else, as there are MANY other strong, strong, VERY strong plays.

Trina with BLOWOUT earnings. Here comes the solar earnings run for all companies :)

Could be more than that. Depends how far and wide the SEC goes.

I agree with everything you state. However, i believe at the time when i bought this eons ago, this was a higher exchange board. I know i would have NEVER invested or trusted a pink, even back then when i was more 'naive'.

Good question. I would like to know that myself. IMO, if i was single and had no children of my own, i would approach the governement to be one of these superhero guys that track these scum down and show them the pain that they put others through.

The problem is, you have to go further then these front-men. Its the people behind the shell that are the real criminals. They just keep rotating front-men, usually giving them 10 mil to 50 mil shares to play their part.

Find the people behind these shells and terminate them.