I think folks are correlating Samsung news with udc. They see the GS-4 taking off so assume more chem sales at good margins (if you follow that type of thing) or similar such results for udc. Stock price starts to build then down she goes when the reality sets in (again) that udc cannot make a profit on chem sales alone.
What is not very encouraging is that most of the amoled growth is expected to be phone sales that we can see does not pay off very well for udc on the bottom line.
Has anybody posted a number on how much money udc makes for each phone Samsung sells? Maybe that is not part of the agreement? Just a flat semi-yearly fee plus whatever chem sales are made? That means if Samsung gets good at miserly chem usage that udc can be kept in the kennel like a pooch. Not very encouraging.