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Universal Display Corp. Message Board

  • aporeh aporeh Mar 8, 2013 2:08 PM Flag

    End of the week

    This was the week of manipulation with the price high degree of price swings. The shorts used severeal of their "regular" tactics to push the stock down - reporting false information or simply making naked short orders. As we end the week the stock is starting to recover from the most recent manipulation. Just another average week at the UDC message board. What to expect in the next few months?
    (1) LG announces a long term contarct with UDC.
    (2) AUO starts to increase the shippment of 4.3" screens and moves closer to a contract.
    In the not so diatnt future:
    Samsung moves toward the mass production of 10" OLED screens for laptops, netbbooks and tablets.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • You know, the game changer is green and to the extent the S4 is a hit and to the extent Samsung moves away from its old products without green and uses that productive capacity to make more upscale products with green included.......and increases production capacity...........that's going to make all the difference this year.

      The funny thing about a "long term contract" is that we only get royalty on the products that are made and shipped out the door. With the contract now in effect, the royalty is built into the price of the chemicals so if they waste 50% of the chemicals they use on screens that they cannot use, we are getting twice the royalty we would have gotten if we had a long term contract.

      Of course, the analysts all understand this but the "bad guys" keep kvetching about not having a long term contract with LG...........so, from that point of view, it's best to have one.

      When will the day come when the shorts move away from PANL and find another company to play with?

      • 1 Reply to dca1125
      • the shorts may change hands continuously but I largely think it goes away as opportunity to FUD investors vanishes. The adoption of green, oled tv, oled lighting becoming reality should vanquish most for good at least until 2017...then confusion reigns around patent ex... (it would be nice to see long term contracts in place that extent well past 2017 to thwart those fears. UDC should be doing all it can to extend the contract in 2015-16 to avoid a mob hit job again.

        Sentiment: Strong Buy

    • Don't forget the galaxy s4, if it have a full HD AMLOED. For me it will change the game (chessboard)

      Sentiment: Strong Buy

 
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