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$to©k_Pi©ker™

10/30/08 9:28 AM

#50293 RE: Hairy Calls #50236

It did afterhours yesterday, and is continuing today. Some solars will be up over 20% premarket today.

LDK reports on the 10th. They already released preliminary earnings range - which even the bottom of the range will be 'another' blowout earnings.

Remember, this economy right now does NOTHING to affect LDK since they are SOLD OUT through 2010. They are expanding 50% to 100% year over year just to meet their outstanding contracts.

One more thing: Keep in mind ZERO of this revenue will be from polysilicon, whereas they will produce 5000 to 7000 metric tons of polysilicon in 2009 and 16,000 metric tons of polysilicon in 2010, DOUBLING their bottom line each year (becoming the world leader in silicon production, over current leader Hemlock Semiconductor in Hemlock, Michigan, a Dow Chemical division).

When you do the math on the EPS for LDK at year end 2009 and then 2010, it is really mind numbing. Play around with PE's - even a conservative PE of 20 will get you over $300 a share and that is without any raised guidance, which LDK does once ever 2 months!.

Mark it down, Peng will be one of the top 3 wealthiest people on the planet by year end 2010.