First., learn how to spell and second.... don't forget to take the meds
As many of you noticed I have not posted for some time.
The market is going for a large correction and I am mostly out since last week.
I WAS long with UCD, and sold my sharesat the end of last year. I am waiting for 25.
Yes, manipulation as usual. .... Meanwhile, I just got an email LG flex is coming out
(preorders are accepted). In other words...... OLED will soon have a contract with LG,
large revenue, or a major lawsuit. In any case it will be a win win....
With the LG flex arriving in the stores LG is starting to be serious about OLEd production.
I am not sure LG was not behind the recent IP lawsuit in Europe (the lawyers of the 3rd party observers is often used by LG). Regardless, OLED has a strong portfolio. LG cannot simply "walk away". So, I expect that in the long run OLED will go back to 60. Its all a matter of timing and market. The market right now sucks and OLED missed the best year ever (2013). So the buttom line, I am waiting for a month to see where the card fall (across the market) and will back up the truck and fill it... with various stocks including a large chunk of OLED. For the longs this is opportunity t load.
Given that this is a GSM phone don;t expect it on Verizon anytime soon.
The reviews on Amazon are stellar BUT only a few appear.
Flex is competing against Note 3 so not much of a new market for OLED
BUT.... if Apple continues to go the route of Microsoft with no innovation in sight
I expected that both LG and Samsung will continue to cut into the iPhone.
meanwhile, this year OLED TVs might start full production (at least by LG)
With that the amount of material will grow exponentially. I expected to see a
higher then 40% growth.
On the patent front the European decision on the key patent was of little
outcome. OLED set of patents is too broad to be challenged b one or
a few more core patents in Europe. Also, 2017 is far and OLED has
enough patents to stop any Korean or CHinese company in the US,
or Japan the largest markets in the world.
All said this is going to be a great year (I hope),
Reality check: LG is making flexible screens (UDC patent) and uses UDC material
LG main factory will be going on line every day now.... with a HUGE capacity
Samsung is behind and working to get the TV manufacturing ramping up.
Bottom line: regardless of the short term traders this stock is underpriced by %100
The earning today will be just a bonus
No, the production of TVs is the key (i.e., Exponential growth)
The cell phone market is almost saturated (Apple going online will be nice but not sig.)
LG will be going online next quarter. Until then buy on dips
rich7011 (Annsio?) you stated many facts in the past years. The reality is that the company is doing great. LG new phone 6") is fantastic. Just visit ATT. UDC predicted the growth and move (to TVs) and everything is going according tot heir plan. Perhaps not fast or hipe enough for wall street.
Meanwhile, Tesla which just announced they will build a battery plant (did we see such a plant go bankrupt a few years ago?) goes up like crazy after belling no more then 100K cars.