> With the new guidance after hours what effect do you think this will
> have on the shares moving forward in the next couple of weeks?
> Although shares dlr'd 5% after hours, trading was extremely light (it
> was after hours and trading has been light all week - and today).  How
> do you think this will open monday?  Will we see some selling or a
> rally after the long weekend?

> Guidance was only lowered 25 million this time compared to the 130
> million in Q1, so maybe it won't be that bad.  Low expectations could
> already be baked in, but I think as long as the market doesn't rally
> big, this could trade down to nine dollars.

> On Jul 3, 6:20 am, Panchofabricio <panchofabri...@gmail.com> wrote:

> > Hopefully everyone is having a nice long weekend...

> > With the new guidance after hours what effect do you think this will
> > have on the shares moving forward in the next couple of weeks?
> > Although shares dlr'd 5% after hours, trading was extremely light (it
> > was after hours and trading has been light all week - and today).  How
> > do you think this will open monday?  Will we see some selling or a
> > rally after the long weekend?

> > Guidance was only lowered 25 million this time compared to the 130
> > million in Q1, so maybe it won't be that bad.  Low expectations could
> > already be baked in, but I think as long as the market doesn't rally
> > big, this could trade down to nine dollars.

> http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MzQyNzMxfE...

> Mind you, their analysis on LDK in 2008 has been spot on, and stock
> price suffered as it should have because the company misrepresented
> its position at all levels. Which is, of course, a polite way of
> saying that paper glove glove maker has cheated us out of our money,
> and it is now trash.

> As for what's going to happen this year and the next, it's really hard
> to tell. No one can say for sure if demand will really pick up to the
> point of companies being able to raise ASP's again. It will probably
> stay in cutthroat competition mode, once started it is very difficult
> to turn back, think about it.
> I expect LDK to be just barely in the black for a long while.
> somewhere along the line, (2011?) they are going to recover
> substantially. The pps will overshoot up and hopefully I will be able
> to sell then. There might not be another chance after that.

> However, I really think that solar is going to move higher in general,
> barring any more major tanking in the general markets.  I don't mean
> next week, but I do think before 2011.  LDK might lag a little with
> all this capital investment they have going on, so Yonil - I think
> you're bang on that they will definitely pop substantially in a year
> or so once the investment starts to show dividends.  However, I don't
> think they are going to languish near these levels until then.  I do
> think investors are going to embrace solars again now that they've
> seen they won't all go bankrupt at the first sign of trouble (fingers
> crossed they don't all go bankrupt tomorrow).  In the meantime,
> Chinese solars might appreciate on the back of this Chinese stealth
> rally that seems to be going on.

> Short term, hopefully oil continues to roll over to aid all of us put
> holders, and give everybody else a nice entry/average down point.
> Cheers.

> On Jul 5, 4:32 pm, yonil <silvatar_fl...@yahoo.com> wrote:

> > I realized at some point the job of sell side analysts is primarily to
> > rationalize trends in order to sustain them (and increase volatility)
> > so whatever big prop trading desk that's paying their salary will have
> > an easier time riding the trend for some easy $$$.

> > Mind you, their analysis on LDK in 2008 has been spot on, and stock
> > price suffered as it should have because the company misrepresented
> > its position at all levels. Which is, of course, a polite way of
> > saying that paper glove glove maker has cheated us out of our money,
> > and it is now trash.

> > As for what's going to happen this year and the next, it's really hard
> > to tell. No one can say for sure if demand will really pick up to the
> > point of companies being able to raise ASP's again. It will probably
> > stay in cutthroat competition mode, once started it is very difficult
> > to turn back, think about it.
> > I expect LDK to be just barely in the black for a long while.
> > somewhere along the line, (2011?) they are going to recover
> > substantially. The pps will overshoot up and hopefully I will be able
> > to sell then. There might not be another chance after that.

> On Jul 5, 9:42 pm, Panchofabricio <panchofabri...@gmail.com> wrote:

> > Agreed that often the sell side guys are just giving the big fish a
> > chance to fade into whatever pop their upgrades provide - but they
> > certainly can have their moments (although I'm loathe to admit that
> > Pichel has ever had any great moments).  Upgrades are certainly good
> > opportunities to sell.

> > However, I really think that solar is going to move higher in general,
> > barring any more major tanking in the general markets.  I don't mean
> > next week, but I do think before 2011.  LDK might lag a little with
> > all this capital investment they have going on, so Yonil - I think
> > you're bang on that they will definitely pop substantially in a year
> > or so once the investment starts to show dividends.  However, I don't
> > think they are going to languish near these levels until then.  I do
> > think investors are going to embrace solars again now that they've
> > seen they won't all go bankrupt at the first sign of trouble (fingers
> > crossed they don't all go bankrupt tomorrow).  In the meantime,
> > Chinese solars might appreciate on the back of this Chinese stealth
> > rally that seems to be going on.

> > Short term, hopefully oil continues to roll over to aid all of us put
> > holders, and give everybody else a nice entry/average down point.
> > Cheers.

> > On Jul 5, 4:32 pm, yonil <silvatar_fl...@yahoo.com> wrote:

> > > I realized at some point the job of sell side analysts is primarily to
> > > rationalize trends in order to sustain them (and increase volatility)
> > > so whatever big prop trading desk that's paying their salary will have
> > > an easier time riding the trend for some easy $$$.

> > > Mind you, their analysis on LDK in 2008 has been spot on, and stock
> > > price suffered as it should have because the company misrepresented
> > > its position at all levels. Which is, of course, a polite way of
> > > saying that paper glove glove maker has cheated us out of our money,
> > > and it is now trash.

> > > As for what's going to happen this year and the next, it's really hard
> > > to tell. No one can say for sure if demand will really pick up to the
> > > point of companies being able to raise ASP's again. It will probably
> > > stay in cutthroat competition mode, once started it is very difficult
> > > to turn back, think about it.
> > > I expect LDK to be just barely in the black for a long while.
> > > somewhere along the line, (2011?) they are going to recover
> > > substantially. The pps will overshoot up and hopefully I will be able
> > > to sell then. There might not be another chance after that.

> clink!

> jaz - why do you think next quarter is going to be good?  the market
> is still has no REAL bottom (just the government placed one, which
> isn't at practical levels)

> more debt on a highly levered company isn't good when they aren't
> raking in profits hand over fist... this was expected, but it should
> turn around one day...

> good luck peoples.

> On Jul 6, 12:47 pm, Panchofabricio <panchofabri...@gmail.com> wrote:

> > XOO, nice call on FSLR.

> > On Jul 5, 9:42 pm, Panchofabricio <panchofabri...@gmail.com> wrote:

> > > Agreed that often the sell side guys are just giving the big fish a
> > > chance to fade into whatever pop their upgrades provide - but they
> > > certainly can have their moments (although I'm loathe to admit that
> > > Pichel has ever had any great moments).  Upgrades are certainly good
> > > opportunities to sell.

> > > However, I really think that solar is going to move higher in general,
> > > barring any more major tanking in the general markets.  I don't mean
> > > next week, but I do think before 2011.  LDK might lag a little with
> > > all this capital investment they have going on, so Yonil - I think
> > > you're bang on that they will definitely pop substantially in a year
> > > or so once the investment starts to show dividends.  However, I don't
> > > think they are going to languish near these levels until then.  I do
> > > think investors are going to embrace solars again now that they've
> > > seen they won't all go bankrupt at the first sign of trouble (fingers
> > > crossed they don't all go bankrupt tomorrow).  In the meantime,
> > > Chinese solars might appreciate on the back of this Chinese stealth
> > > rally that seems to be going on.

> > > Short term, hopefully oil continues to roll over to aid all of us put
> > > holders, and give everybody else a nice entry/average down point.
> > > Cheers.

> > > On Jul 5, 4:32 pm, yonil <silvatar_fl...@yahoo.com> wrote:

> > > > I realized at some point the job of sell side analysts is primarily to
> > > > rationalize trends in order to sustain them (and increase volatility)
> > > > so whatever big prop trading desk that's paying their salary will have
> > > > an easier time riding the trend for some easy $$$.

> > > > Mind you, their analysis on LDK in 2008 has been spot on, and stock
> > > > price suffered as it should have because the company misrepresented
> > > > its position at all levels. Which is, of course, a polite way of
> > > > saying that paper glove glove maker has cheated us out of our money,
> > > > and it is now trash.

> > > > As for what's going to happen this year and the next, it's really hard
> > > > to tell. No one can say for sure if demand will really pick up to the
> > > > point of companies being able to raise ASP's again. It will probably
> > > > stay in cutthroat competition mode, once started it is very difficult
> > > > to turn back, think about it.
> > > > I expect LDK to be just barely in the black for a long while.
> > > > somewhere along the line, (2011?) they are going to recover
> > > > substantially. The pps will overshoot up and hopefully I will be able
> > > > to sell then. There might not be another chance after that.- Hide quoted text -

> - Show quoted text -