Noch eine Solarperle?!

 

wer macht mit?  

LDK Solar  

Das Unternehmen produziert und vertreibt Solar-Wafer (Silzium-Scheiben) sowie so genannte Ingots, also Blöcke aus einem Halbleitermaterial wie Silizium. Ingots können mono- oder polykristallin aufgebaut sein und sind die Grundlage für die daraus in verschiedenen Dicken hergestellten Solar-Wafer. LDK Solar steht also am Anfang der Produktionskette und zählt zu den Ausrüstern und Zulieferern der Unternehmen, die aus LDK-Produkten Solarzellen und -module herstellen.

Zu den Kunden zählen zum Beispiel die deutsche Q-Cells AG und chinesische Solar-Firmen wie Chinalight Solar, Suntech Power oder Solarfun. Am 31. März lag die Produktionskapazität von LDK bei 215 Megawatt (MW), die allerdings bis Ende 2007 auf 400 MW ausgebaut werden soll. Ende 2008 soll sogar eine Verdopplung auf 800 MW durchgeführt werden, denn die Nachfrage nach LDK-Produkten seitens der Solarzellenhersteller ist weiterhin hoch. Die Siliziummengen, die LDK Solar zur Auslastung dieser Kapazitäten benötigt, hat sich das Unternehmen bereits gesichert.

Wahrscheinlich werden Sie jetzt die Stirn runzeln und fragen: Schon wieder ein Solar-Wert? Ist die Story nicht schon heiß gelaufen? Haben wir nicht langsam eine Blasenbildung? Der Börsenbrief Taipan glaubt nicht daran, denn nach seiner Meinung verspricht die Solar-Branche weiterhin hohe Renditen. Der Höhepunkt ist noch nicht erreicht und es spricht nichts dafür, dass das Wachstum beendet ist. Im Gegenteil: Die Branche steht erst am Anfang ihrer Entwicklung und ist von einer Marktsättigung noch sehr weit entfernt.  

   


LDK Solar - Ergebnisse  

Seit dem 1. Juni notiert das Unternehmen an der New Yorker Börse, wo rund 17,38 Millionen Aktienzertifikate (American Depositary Shares, ADS), die jeweils 1 Aktie repräsentieren, platziert wurden. Und der IPO war ein voller Erfolg. Er spülte LDK rund 452 Mio. US$ in die Kassen, da der Preis pro Aktie mit 27 US$ am oberen Ende der Preisspanne lag. LDK Solar hat im Geschäftsjahr 2006 105,45 Mio. US$ umgesetzt, bei einem Nettogewinn von 25,89 Mio. US$ (0,35 US$ Gewinn pro Aktie). Im 2. Quartal 2007 machte das Unternehmen einen Umsatz von 99,1 Mio. US$, 28,7 Mio. US$ Nettogewinn (0,29 US$ Gewinn pro Aktie) - ein Umsatzanstieg von über 700% gegenüber dem Vorjahresquartal! Die Nettomarge (prozentualer Anteil des Nettogewinns am Umsatz) lag mit 33,4% sehr gut und zeigt, wie rentabel bzw. profitabel LDK Solar unter Berücksichtigung der Kosten gearbeitet hat. Auch die Bruttomarge von 38,7% bestätigt dies.  

 


LDK Solar - Ausblick  

Es wäre allerdings vermessen, diese Entwicklung für die kommenden Quartale und Jahre einfach fortzuschreiben. Denn je mehr Unternehmen auf den lukrativen Solar-Markt drängen, um so eher fallen auch die Preise, die man mit seinen Produkten erzielen kann. So hat LDK Solar zwar den Verkauf seiner Solar-Wafer (in Megawatt) von 4,8 MW zum 30.06.2006 auf 29,6 MW zum 31. März 2007 mehr als versechsfacht, während der Preis pro Solar-Wafer (in Watt) von 2,15 US$ über 2,32 US$ zum Ende des 1. Quartals wieder auf 2,25 US$ zurückfiel.

Trotzdem hat LDK Solar nach Volkmar Michlers Meinung mehr als genug Potential, auch zukünftig Umsätze und Gewinne hinzulegen, die die Aktie zu einer attraktiven Beimischung in Ihrem Depot machen – zumal die chinesischen Unternehmen noch auf einige Zeit gegenüber ihren US-Mitbewerbern vor allem aufgrund der günstigeren Produktionskosten Vorteile haben.


 

SK NYSE 58,13$ = 42,13€.
Und das bei dem Markt...
mfg nf  

Fluor Corporation auch mal anschauen, geiler Chart.
mfg nf

vom 07.09.07:

Fluor Corporation (NYSE:FLR) announced today that it was awarded a contract to provide front-end engineering and design (FEED) and engineering, procurement and construction-management (EPCM) services for a polysilicon plant for LDK Solar Co., Ltd. (NYSE:LDK) in Xinyu City, People's Republic of China.


The total contract is in excess of $1 billion, with FEED work booked in third quarter 2007 and EPCM to be booked in 2008 upon full release.

"We're honored that LDK Solar selected Fluor for this major project. Fluor maintains a strong presence in the polysilicon market, and this project is important to our continued strength in the industry, as well as our growing operations in China," said David Seaton, president of Fluor's Energy & Chemicals Group.

"With this new facility, LDK Solar will be able to meet the world's growing demand for polysilicon. Fluor's extensive knowledge of the polysilicon market as well as their track record of successfully designing and constructing world class facilities in China made it the ideal contractor for this project," said Xiaofeng Peng, chairman and chief executive officer of LDK Solar.

Fluor offices in Greenville, S.C., and Shanghai will execute the work.

Site preparation has begun for the polysilicon production plant that will be located adjacent to LDK Solar's existing solar wafer manufacturing facilities in Xinyu City. LDK Solar has announced plans to complete construction and reach production capacity of up to 6,000 metric tons of polysilicon by the end of 2008 and 15,000 metric tons by the end of 2009.

LDK Solar Co., Ltd. is a leading manufacturer of multicrystalline solar wafers, which are the principal raw material used to produce solar cells. LDK Solar sells multicrystalline wafers globally to manufacturers of photovoltaic products, including solar cells and solar modules. In addition, the company provides wafer-processing services to monocrystalline and multicrystalline solar cell and module manufacturers.

Fluor Corporation (NYSE:FLR) provides services on a global basis in the fields of engineering, procurement, construction, operations, maintenance and project management. Headquartered in Irving, Texas, Fluor is a FORTUNE 500 company with revenues of $14.1 billion in 2006. For more information, visit www.fluor.com.

(FLRG)

Fluor Corporation
Media Relations:
Keith Stephens, 469-398-7624
or
Steve Roth, 469-398-7623
or
Investor Relations:
Ken Lockwood, 469-398-7220
or
Jason Landkamer, 469-398-7222
Fax: 469-398-7277

 

2 neue openend -ko-calls, heute emittiert.
Gerade nach dem heutigen Kursrutsch interessant.
Ich gehe davon aus, daß es nicht unter 55$ geht.
Der erste Schein ist natürlich sicherer,ko 41,40$(US_Dollar!!!).
mfg nf

AA0PBZ NL0006060162 ABN Amro 36,00 41,40 mit SL open end 2,06/11€
AA0PB0 NL0006060170 ABN Amro 45,00 51,75 mit SL open end 1,40/45€
...  

sehr witzig, der zweite Schein am Ausgabetag ko.
TT 51,13$.
SK 51,65$ = 36,67€ mit 8.535k.
Frankfurt war noch 43,63€. Aua.
mfg nf  

was für ein heißes fallendes Messer.
simple mind hat sich um Aufklärung bemüht:
http://www.ariva.de/...ellenriese_t232481?search=nightfly#jump3633218
mfg nf  

wer böses dabei denkt...dass ABN Amro die 2 ko-calls unmittelbar
vor(?) Bekanntwerden der Unregelmäßigkeiten emittiert hat...
am 03.10.
jetzt beide ko.
mfg nf  

news von heute morgen.
Die Frage bleibt, wieviel ist LDK wirklich wert?
Die Anleger scheinen sich auch nicht sicher...
volatil hoch drei.
mfg nf


###
Coughlin Stoia Geller Rudman & Robbins LLP ("Coughlin Stoia") (http://www.csgrr.com/cases/ldk/) today announced that a class action has been commenced in the United States District Court for the Northern District of California on behalf of purchasers of LDK Solar Co. Ltd. ("LDK") (NYSE:LDK) American Depositary Shares ("ADSs") during the period from August 1, 2007 to October 3, 2007 (the "Class Period").


If you wish to serve as lead plaintiff, you must move the Court no later than 60 days from today. If you wish to discuss this action or have any questions concerning this notice or your rights or interests, please contact plaintiff's counsel, Darren Robbins of Coughlin Stoia at 800/449-4900 or 619/231-1058, or via e-mail at djr@csgrr.com. If you are a member of this class, you can view a copy of the complaint as filed or join this class action online at http://www.csgrr.com/cases/ldk/. Any member of the purported class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member.

The complaint charges LDK and certain of its officers and directors with violations of the Securities Exchange Act of 1934. LDK manufactures multicrystalline solar wafers, which are the principal raw material used to produce solar cells.

The complaint alleges that throughout the Class Period, defendants concealed the full extent of how badly flawed the Company's internal controls were, preventing it from accurately measuring or reporting its inventory. As a result, the Company's inventories were overstated by an estimated 25%, causing inflation in LDK's assets, earnings and earnings per share ("EPS") reported during the Class Period.

On October 3, 2007, LDK's share price fell almost 25% following a report that LDK's financial controller had resigned, stating that the Company lacked internal controls and that the Company's reported 1,000 tonne inventory of polysilicon was overstated by 25%. LDK's former controller, Charley Situ, reported these discrepancies to both the U.S. Securities and Exchange Commission and the Company's external auditor, KPMG. LDK could not deny or confirm Situ's allegations on October 3, 2007, but promised to investigate and issue a further statement. The Company has since stated it will have an independent outside auditor investigate Situ's allegations. The Company's ADSs, which traded as high as $76.75 on September 27, 2007, plummeted $16.66, or 24.39%, to close at $51.65 on October 3, 2007. The ADSs continued to decline in after-hours trading, falling to $47.49.

The complaint alleges that defendants' Class Period statements describing LDK's business fundamentals, financial results and continued sales and earnings growth potential were false and misleading as: (a) defendants had overstated LDK's inventory of polysilicon prior to and during the Class Period and those false statements remained alive in the market during the Class Period; and (b) due to the Company's inventory of polysilicon being overstated, the Company's reported earnings and EPS prior to and during the Class Period were false and those false statements remained alive in the market during the Class Period.

Plaintiff seeks to recover damages on behalf of all purchasers of LDK ADSs during the Class Period (the "Class"). The plaintiff is represented by Coughlin Stoia, which has expertise in prosecuting investor class actions and extensive experience in actions involving financial fraud.

Coughlin Stoia, a 180-lawyer firm with offices in San Diego, San Francisco, Los Angeles, New York, Boca Raton, Washington, D.C., Houston and Philadelphia, is active in major litigations pending in federal and state courts throughout the United States and has taken a leading role in many important actions on behalf of defrauded investors, consumers, and companies, as well as victims of human rights violations. Coughlin Stoia lawyers have been responsible for more than $45 billion in aggregate recoveries. The Coughlin Stoia Web site (http://www.csgrr.com) has more information about the firm.

Coughlin Stoia Geller Rudman & Robbins LLP
Darren Robbins, 800-449-4900 or 619/231-1058
djr@csgrr.com

 

Murray, Frank&Sailer LLP has filed a class action in the Southern District of New York on behalf of shareholders who purchased or otherwise acquired the securities of LDK Solar Co., (Nachrichten) Ltd. (“LDK“� or the “Company“�) (NYSE:LDK) during the period June 1, 2007 through October 8, 2007, inclusive (the “Class Period“�). The case has been given Civil Action # 07civ8766.

The complaint charges LDK and certain of its officers and directors with violations of the Securities Exchange Act of 1934. More specifically, the Complaint alleges that the Company failed to disclose and misrepresented the following material adverse facts which were known to defendants or recklessly disregarded by them: (1) that the Company had significantly less polysilicon feedstock inventory than it was reporting; (2) that only a fraction of the feedstock inventory that the Company did have was of sufficient quality for use in the manufacture of silicone wafers; and (3) that, as a result of the foregoing, the Company's financial statements were materially false and misleading at all relevant times.

If you are a member of the proposed Class, you may move the court no later than December 7, 2007 to serve as a lead plaintiff for the Class. A Lead Plaintiff is a representative chosen by the Court, who acts on behalf of other class members in directing the litigation.

Murray, Frank&Sailer LLP and its predecessor firms have devoted its practice to shareholder class actions and complex commercial litigation for more than fifteen years and have recovered hundreds of millions of dollars for shareholders in class actions throughout the United States. You may visit our website at www.murrayfrank.com. If you would like to discuss this action, this announcement, or your rights and interests, please contact plaintiff's counsel Brian D. Brooks of Murray, Frank&Sailer LLP.

 

Hat´s allen die Sprache verschlagen??

Sämtliche Ami-Solarwerte werden grad gepusht, siehe Solarfun ;)  

denen fliegt eine Anzeige nach der anderen ins Haus,
und das Teil zieht mal easy um 27% an.
mfg nf
-------------------------
Nur Fliegen sind schöner.




 

Und wenn es denn mal allgeimein runter gehen sollte,dann ein Kandidat fürs Depot.
Das ist längst kein HotStock mehr.  

The shares of renewable energy companies rose on Tuesday in anticipation of Congress approving an energy bill that environmentalists have hailed for tough action on automobile fuel efficiency.

China-based LDK Solar Co Ltd (LDK.N: Quote, Profile , Research), which is undergoing an independent audit over allegations it overstated the value of its polysilicon inventories, also saw its stock rise on a report it will tap $700 million in long-term debt and credit lines and about $100 million in customer prepayments.

Telephone calls to the company's office in Sunnyvale, California, requesting confirmation from Chief Financial Officer Jack Lai and from its public relations officials were not immediately returned.

Last Friday, LDK, which manufactures multicrystalline solar wafers used in solar cells, said it has secured an additional 312 tonnes of polysilicon supplies for 2008.

On the New York Stock Exchange, LDK Solar closed up $8.67, or 26.84 percent, at $40.97, and Trina Solar Ltd (TSL.N: Quote, Profile , Research) gained 8.2 percent at $48.98.

On Nasdaq, Solarfun Power Holdings Co Ltd (SOLF.O: Quote, Profile , Research) finished the day $5.65, or 27.43 percent ahead at $26.25, China Sunergy Co Ltd (CSUN.O: Quote, Profile , Research) rose 12.85 percent to $10.45, and Canadian Solar Inc (CSIQ.O: Quote, Profile , Research) was up 15 percent at $18.70.

In options trading, 45,000 calls compared with 13,000 puts changed hands in LDK, which was four times its average volume, according to market research firm Trade Alert.

"The House of Representatives is expected to vote on an energy bill within the next two days. An energy bill before Congress is expected to move quickly," said William Lefkowitz, options strategist at brokerage firm vFinance Investments in New York.

"The main issue is alternative energy. If approved this is perceived as a positive for LDK and other stocks in the sector," he said. "LDK calls, conveying the right to buy the stock as high as $80 per share, are active this morning."

The House is expected to vote on an energy bill this week after Speaker Nancy Pelosi struck a deal with Michigan Rep. John Dingell, a long-time champion of Detroit automakers such as General Motors Corp (GM.N: Quote, Profile , Research) and Ford Motor Co (F.N: Quote, Profile , Research), to raise fuel-economy standards to 35 miles per gallon by 2020.

Environmental groups have hailed the deal as historic, because it would be the first time Congress has taken significant action on fuel efficiency since the 1980s. But it is still uncertain whether production tax credits for solar, wind and other alternative energy sources will be in the bill.

Pete Najarian, co-founder of Web information site optionmonster.com in Chicago said: "What we are seeing are more and more companies such as Solarfun reacting to solar as a renewable energy. The call speculation has been building in many of the names."

Solarfun said on Tuesday that Good Energies, an investor in the renewable energy and energy efficiency industry, agreed to purchase about 66.7 million ordinary shares and 281,011 American Depository Shares from current shareholders. The investment would raise Good Energies' stake in the company to about 34.7 percent from 6.3 percen

http://today.reuters.com/news/...z=13&WTModLoc=InvArt-C1-ArticlePage2  

mfg nf

 

ganz schön volatil der wert.

weiß denn jemand was hier so große impulse gibt?

es wird doch nicht aufgrund der news von vor 2 monaten über 10% am einem tag runter gehen und ohne grund wieder 30% hoch....

hab natürlich nix gegen den nord-trend aber scheint mir doch anlässe zu geben wo wir nich den durchblick haben
 

wissen gewisse Sachen etwas eher...??
mfg nf

###

Q-Cells Ag Q-Cells schließt mit LDK Solar Liefervertrag für Solarwafer

       THALHEIM (dpa-AFX) - Der Solarzellen-Hersteller Q-Cells  hat sich
die Lieferung neuer Solarwafer gesichert. Für die Jahre 2009 bis 2018 werde die
chinesische LDK Solar Co. Wafer liefern, mit denen Solarzellen mit einer
Gesamtleistung von mehr als 6 Gigawattpeak (GWp) herstellen werden könnten,
teilte die im TecDAX notierte Gesellschaft am Montag in Thalheim mit. Der Preis
für das Silizium sei für die Jahre 2009 und 2010 fest vereinbart, in den
Folgejahren könnten diese abhängig von der Marktpreisentwicklung angepasst
werden./mur/wiz

in 7 Börsentagen...andererseits, wenn Q-Cells da bestellt, ist das
natürlich für LDK ein Vertrauensbeweis per excellence...
Letzter 35,20€ F.
mfg nf

Weiss gar nicht wann man hier am besten Aussteigt :(  

19:24 hättest Du, anstatt zu posten, aussteigen sollen...
Die Rally dürfte erstmal beendet sein.
mfg nf

, kann man hinterher um 23.ooUhr immer gut sagen, nur vorher
hätte hätte man´s wissen sollen ;)

Wenn der DOW nicht wär, wären wir jetzt sicherlich stark in
Richtung 66$ gewandert ;)

Ich denk mal der finale Squeeze out kommt noch...  

bin bei 40,- raus....

denke hier geht es nochma kurz nach unten dann steig ich auch wieder ein...

 

Das sind die Regionen, die ich bevorzuge :))))

Das gibt noch n Hype die Tage........... ; ;; ; ; ;  ; ; ;)