Tag Archives: ldk
In Focus: Solar Stocks in Q2 2011 $STP $TSL $LDK $SPWRA
Ouch. For many solar firms (SunPower, First Solar, Trina Solar, JA Solar, etc.) and their investors, the second quarter and first half of 2011 could not have ended soon enough. The common refrain was that high inventories, and a lack of transparency in German and Italian policy impacted share price, ASPs, profit, and revenue. And [...]
Why Renewable Energy Stocks Are Underperforming
Here at Green Alpha ® Advisors, we keep our next economy portfolios well diversified among industries, sectors, sub-sectors, countries and capitalizations. We don’t manage just silos of the green economy, such as with a ‘green energy fund’ or a ‘solar fund,’ but rather strive to include all next economy economic sectors. We do this for [...]
Edward Guinness Discusses Alternative Energy Investing
Edward Guinness, comanager of the Guinness Atkinson AlternativeEnergy Fund, says countries will use a portfolio mix of resources tomeet their power needs. Investors in the alternative energy sector areadvised to take the same approach to investing in the sector. In thisexclusive interview with The Energy Report, Edward tackles theskepticism about climate change, cost, volatility and [...]
Solar Stocks Look to Bullish 2011 $FSLR $LDK $
You can’t argue against the fact that First Solar is a juggernaut. And not just a cleantech juggernaut, but a broad-market-crushing juggernaut. In the four years since its IPO, the company has simply trounced the Dow, and stalwarts Exxon, Siemens, Johnson & Johnson), and plenty of others.
LDK Signs Deal With Lu’an Group $LDK
Chinese solar manufacturer LDK Solar Ltd. has signed a multi-year solar wafer and polysilicon supply agreement with the Lu’an Group. The contract calls for LDK Solar to provide the Lu’an Group, aleading Chinese energy company, with 120 megawatts of solar wafersbetween 2011 and 2012 and 2,000 metric tons of polysilicon between 2011and 2013. Xiaofeng Peng, Chairman [...]
LDK Arbitration Award Upheld In Helios Solar Case $LDK
LDK Solar Co. Ltd. says the Venice Court of Appeal has declared that the international arbitration award made in London by the InternationalCourt of Arbitration in the proceedings between LDK Solar andItaly-based Helios Technology SPA is valid, effective and enforceable in Italy. The Venice Court of Appeal upholds that the "take or pay" clause in [...]
Solar Stocks Getting No Respect $LDK $SPWRA $WFR
The solar sector has recovered from a nasty first half of 2010, with many shares up 30% from the lows of the year. But the sector is still getting no respect–even as some companies postvery impressive numbers. I continue to like SPWR and MEMC as I believeanalysts/investors are not giving them credit for their power [...]
LDK Solar Beats Estimates, Raises Guidance, Stock Launches $LDK
LDK Solar today posted its third-quarter results, posting a solid outlook for 2010. The company posted third-quarter net income of $93.4 million, or 72cents per ADS, up from $29.4 million, or 27 cents per ADS reported inthe third quarter of 2009. Revenue increased to $675.6 million, up from $281.9 million for the third quarter the [...]
LDK Solar Inks $300 Million Contract With BYD Company $LDK
LDK Solar (LDK) has announced it landed a big $300 million, 2 year contract with BYD Company of China for a supply of polysilicon every month to begin in January. A deposit for the shipments has already been received. "We are very excited to add BYD, a leading high-tech enterprise thathas a strong commitment to [...]