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Universal Display Corp. Message Board

donknute 13 posts  |  Last Activity: Jul 14, 2014 2:29 PM Member since: Aug 23, 2011
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  • Disclosed today.

    Sentiment: Strong Buy

  • Reply to


    by comtraderman Jul 9, 2014 11:00 AM
    donknute donknute Jul 14, 2014 2:25 PM Flag

    Thanks. Good to see you here. I’m doing much the same and only wish options (calls) were available to leverage up. I like what I‘m seeing from them and the technology/results are an easier product to sell than we saw with MAKO where there was some pushback from surgeons. Seeing the usual long sales closing process as the procurement request works its way up the chain of command. Mgmt seems confident that the sales that didn’t close in time for Q1 will hit later this year. I see a buyout in the 12-18 month range though one sooner wouldn’t surprise me. Soros and others opened new positions in Q1. One to keep an eye on and accumulate at regular intervals. GLTA

    Sentiment: Strong Buy

  • Reply to

    No news out of Semicon West 2014?

    by kaylawa Jul 11, 2014 3:29 PM
    donknute donknute Jul 12, 2014 9:16 PM Flag

    Not seeing anything Semicon related other than a couple of tweets from SickUSA’s booth re: Adept Lynx. Lake Street Capital was out at Adept HQ on July 10th to meet with management/tour. We’ll see if they issue any more guidance in the coming days/weeks as a result.

    Sentiment: Strong Buy

  • Adept said on an analyst call in early May that some "pretty great” news in that space regarding Adept was coming. Seems Semicon would be a great place for the reveal. As he said “Stay tuned”.

    Sentiment: Strong Buy

  • Reply to

    why the drop?

    by bemore4224 Jul 2, 2014 8:41 AM
    donknute donknute Jul 2, 2014 9:00 AM Flag

    According to the press release they didn't close a few sales due to "extended administrative approval processes" and expect to log those in the 2nd half of the year. Went on to say pipeline orders remain strong. Sold 4 plus brain module for the first time. Q2 will come down to whether there was a notable increase in service & procedure revenue over the $2M in Q1, etc.

    Sentiment: Strong Buy

  • donknute donknute Jun 30, 2014 3:32 PM Flag

    Yes. It happened. Actually, it was just recommended in the latest issue of Motley Fool Rulebreakers (their multi-bagger service) as a “Buy Now” pick. The on-line version was posted on 6/25/14. Well-written article by David Gardner. Well worth the subscription.

    Sentiment: Strong Buy

  • Webcast and replay available via Investors Relations at their website.

    Sentiment: Strong Buy

  • MZOR presented at the Needham Healthcare Conference in mid-April. After earnings, Needham initiated MZOR at Buy on June 2nd. Now meeting to be hosted by Needham in NY on Thursday.

    Sentiment: Strong Buy

  • Prezi (zoomable presentation). He’s embedded many slides and videos. Hit the arrows at the bottom of the presentation to advance to each topic.
    Replace * x 2

    Sentiment: Strong Buy

  • "Analyst Mike Matson comments, "MZOR's Renaissance System is the only commercialized spinal robotics system. The Renaissance System guides pedicle screw placement in the large lumbar-thoracic spine fusion market segment (360,000 procedures/year in the U.S.) and should benefit from increasing use of minimally invasive spine surgery. And MZOR's new Brain Module expands use of the Renaissance System into brain surgery (28,000 procedures/year in the U.S.). We see potential for upside to consensus given greater than expected system sales (due in part to the Brain Module) and greater than expected utilization of the installed base. Given this, we are initiating coverage with a Buy rating."


    Sentiment: Strong Buy

  • Article titled "How Robots Are Getting Smarter"
    "...Drop a box in front of Lynx, from Adept Technology Inc. in Pleasanton, Calif. The small, squarish robot on wheels can sense the object in its path and plot a new course around it—and then communicate the change in landscape to the other units in its fleet.

    Robots have been mobile for many years, but unlike previous generations, Lynx doesn't need to follow tape on the floor and isn't restricted to a grid. That's because Adept, the largest U.S.-based manufacturer of industrial robots, designed Lynx to be able to work autonomously while moving objects around a chaotic factory floor, where the ability to navigate around unpredictable obstacles such as humans and pallets is essential.

    To do this, Lynx stores its own internal map of the layout of the location where it's working. To sense the terrain, Lynx has ultrasonic detectors that scan to see if anything is on the floor in its vicinity, and a laser in front to measure the distance to objects such as walls and moving people. As Lynx cruises the factory floor, it compares the actual terrain with its stored map and chooses the best path, taking into account any new obstacles..."
    See complete article at wsj.c*m

    Sentiment: Strong Buy

  • From WMAZ.C*m

    "If you met Blue Cowart out fishing by his Milledgeville home, he'd seem just like any other 13-year-old boy.
    "They thought I was a normal kid and they tried to kick me off the scooter at Wal-Mart," Cowart said.
    The rising 6th grader loves swimming, camping and anything outdoors, including his pet turtle.

    "At birth we knew something was not quite right then," said his mother, Elizabeth Cowart.

    Blue has scoliosis due to minicore myopathy, a form of muscular dystrophy that affects his ability to walk normally, and care for himself.

    "He's thirteen. There's things that I do for him that he doesn't particularly want other people doing for him. You know you can't leave him by himself, and I mean, it makes it a little bit more difficult," Elizabeth said.

    Because the condition causes his spine to put pressure on his lungs, Blue's condition also comes with some sobering statistics. "It's such a rare disease that they really don't know and each case is very different. They do just say that there is a life expectancy. A lot of kids with this disease don't make it to 21," she said.

    But new technology could help make Blue's and others' lives easier.
    "it was pretty cool. It got the surgery over quick," Blue said.

    Thanks to an advanced procedure performed at The Children's Hospital at The Medical Center of Central Georgia, Blue is the first patient in the immediate area to have spine surgery using the Mazor Robotics Renaissance Guidance System. It streamlines an otherwise complicated surgery.

    "I'm sure it's going to make it more affordable because you're going to take a 10 hour surgery and turn it into a 6 or 7 hour surgery instead," Elizabeth, who's a single mother, told 13WMAZ.

    And with hard work Blue was able to begin recovery faster.
    Doctors expected him to stay in the hospital for up to 9 days.

    He was out in 6."

    Full article can be found via search at WMAZ.c*m

    Sentiment: Strong Buy

  • Have increased from 27 placements at end of 2011 to 68 today.
    68 Commercial Units Installed as of March 2014.
    37 in the United States
    9 in Germany
    6 in Israel
    5 in Russia
    2 in The Netherlands
    2 in Italy
    2 in India
    1 in Turkey
    1 Switzerland
    1 Taiwan
    1 Thailand
    1 Vietnam
    1 Australia (possible non-commercial)
    Distribution Agreements signed for: China, Japan, Australia, South Korea, Singapore.
    Medical Clearance pending in China, Japan.
    3 hospitals bought a 2nd unit within one year of buying their first.

    7,000+ spine cases performed with 45,000+ implants.
    75 brain cases performed as of March 31, 2014. Just launched commercially. Market is biopsies and DBS for now.
    120 employees with 50 U.S salesforce. Adding more.
    Surgeon training facilities in Florida, Texas, and California.

    32% recurring sales
    Greater than 70% Gross Margin
    Greater than 50% year over year growth
    Sees those rates as sustainable for foreseeable future.
    $850k revenue per unit, $1,500 disposables revenue per case. Approx. annual $85k service revenue per unit begins in 2nd year.
    Reimbursement: Spinal Fixation reimbursement represents tremendous opportunity for MZOR and great ROI for hospitals. DRG is $39k and 360,000 annual procedures in US.
    Mentioned various published studies. Consistent accuracy in the 98.3%-99%+ range. 56% reduction in radiation. 48% reduction in complications. 46% reduction in re-operations. Reduced avg. length of stay by 27%.

    Sentiment: Strong Buy

35.18+1.70(+5.08%)1:27 PMEDT

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