Universal Display Corp. Message Board
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Conf call info and other items
Guidance: $90M - $110M Revenue for 2012
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That call was such a disaster. I continue to like PANL as a long term buy but these calls continue to make me question that feeling.
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Dorkheimer on again with another question on guidance. Is a significant portion of the $90-$110 in revenue based on non-Sammy customers entering the market?
I think PANL answered "no", but it was difficult to hear.- 1 Reply to radar_charlie
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For a company that just went profitable,..... that was the worst job in a conference call I've heard,.... those guys should be taken out back for an @$$kicking by shareholders.
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For 2011, lighting was between 1% and 1.5% of PANL business.
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In 2011 PANL sold some light blue emitter materials and some yellow. Short discussion of the use of yellow in a white stack, but it was difficult to hear.
- 1 Reply to radar_charlie
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Finally a firm answer. They expect both LG and Samsung will use their materials.
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LOL, this call and the stonewalling is causing this stock to sink singlehandedly. These guys sound unprepared. I'm really disappointed in this call.
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$90-$110M in revenue, less $60-$64M in op expense results in $30-$50M in op income, or approximately $0.66 - $1.11 in EPS, I think. Adjustments for interest income/expense and taxes should be minimal if it's similar to 2011.
Careful, these are just my back of the envelope calcs...- 2 Replies to radar_charlie
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The numbers are fine. The call is terrible. All this digging around guidance is what happens when you fail to give investors any details.
Slacker -
What do you think this will be trading at tomorrow?
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This is a bad call. He's really pussing out on answering for guidance.
- 1 Reply to jmuronis
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I kind of agree. There's not a whole lot in the conf call to get extremely excited about.
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im listening now, panl in the black
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2012 operating expense likely to be similar to 4Q11, perhaps up 10-15%.
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Awesome news! This should rock tomorrow!
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