LDK negotiates a stay of execution

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The revelation debt-saddled Chinese wafer manufacturer LDK Solar has negotiated a 30-day stay of execution over interest payments due on US bond notes could signal the endgame is approaching for the solar giant.

In a filing submitted to the U.S. Securities and Exchange Commission (SEC) yesterday by LDK Solar chief financial officer Jack Lai, the company announced a 30-day reprieve relating to overdue interest payments on a note which is due to mature next year.

Interest payments due from the 2014 note have been unpaid since August 28 and LDK now has until October 27 to negotiate a solution but mentioned in the submission that it understands legal firm Ropes & Gray LLC is acting on behalf of a group of noteholders led by Daniel Anderson and Paul Boltz.

The tip of the iceberg

Xinyu-based LDK, which in its second quarter 2013 trading update – released a couple of days before the interest payments became due – revealed a US$4.79 billion debt pile of which more than $4.4 billion was current or short-term liabilities, has already appointed Jefferies LLC as financial advisor in relation to notes and other offshore obligations.

In a rather plaintive note to the SEC, the LDK statement reads: "We are hopeful that the forbearance arrangement is the first step in achieving a consensual solution to our obligations under the notes."

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