This Technology Center has nothing to do with Functional Printing and touch screens. It is about their Digital Printing platforms.
Why is this a trick questions? I am tired of the Kodak CEO quote with no context towards the UNXL contribution. Meaningless at best and misleading at worst.
Either you believe that UNXL can ramp from nothing to Millions of dollars in sales in a couple months or you do not. Not a trick question. What is a ball park of what UNXL can make in 2H 2014?
Instead of giving me a thumbs down give me an earning number.
Kodak will make $10s M in 2H from functional printing. How much of that is from UNXL?.
So give me a ball park. Kingsbury is ahead of UniPixel schedule-wise. The Kodak CEO said so and he would not lie.
Kodak will make $10's M from Functional printing in 2H 2014. Some of that is coming from UNXL. How much?
I will get the ball rolling. I say UNXL's contribution to Kodak's $10's M will be $0 - $150,000. Assuming Kodak's cut is 30% then UNXL's gross earning from sales will be in the range $0 - $500,000.
I guess the basic question is
1) If The Kodak CEO is correct in saying Kodak will make 10s of millions from functional printing in the 2nd half of 2014 and
2) Kodak only receives a fraction of UniPixel sales for the 2nd half of 2014.
Then what does UniPixel's sales have to be to make that true?
What do you think UniPixel's sales will be in H2 of 2014 to make the Kodak CEO statement true? The fact that they are not shipping now only makes it harder to believe. If they do not ship until the last 2 weeks in December then they have to make $20M - $40M a week. If you say the Kodak CEO is right then what are the UniPixel numbers to make that happen?
Functional Printing will supply 10's of millions to Kodak for the 2nd half of the year.
It seems like the company that is "running production trials" (Kingsbury) would be putting in more than the company that is "early stages of end-to-end integration with full production scale operation" (UniPixel). But hey I could be wrong.
Will be 10s of millions so let us say $20Million from UniPixel (the smallest 10s of millions).
If Kodak's cut is 50% then Unpixel must make $40Million. If Kodak's cut is only say 25% then UniPixel must make $80 Million.
So since the Kodak CEO is not a liar, UniPixel will make $40M - $80M the 2nd half of 2014. Or $1.54M - $6.15M a week.
Can somebody more familiar with the process estimate how many feet that is at say 80% yield?
All you people with those great insider sources must know how many trucks a week are leaving Rochester with rolls of UniPixel touch sensors. Are they on schedule for $1.54M - $6.15M a week?
The Annual Report says "We are a production stage company delivering our Performance Engineered Film™ (PEF) products to the display, touch screen and flexible electronics market segments."
" Last year has no bearing on today. "
Thank god I don't have to hear again about those magic several weeks in 2013 when UNXL went from $5 to $41. I agree, no bearing on today.
"Our earlier development activities on fundamental technical elements provide a solid base to address process issues, which will rise at production scale."
I am curious about your take on this sentence.
I have a BSNE and a BSEET degree from Purdue. For many years I maintained a PE from Delaware but recently stopped the renewal fee. I now mostly code and a little bit of electrical design. My formal title at the company I work for is Design Engineer but I generally refer to myself as a Firmware Engineer. Of course some states do not allow me to call myself an Engineer unless I have a PE from that state.
The method of marking bad locations is interesting to me. I do not dig in the patents or however some of these people know so much technically.
It was hard for me to picture how a roll was useful. There almost certainly must be some coating misses, especially for lines extending the entire length of the roll. The digital marking makes a lot of sense and makes a roll make more sense to me.
As to the yield I have not a clue.
Do you understand what a 50% yield on a big roll would look like? Do they color the sections that are bad so the customer only cuts from good portions of the roll? I am assuming a 50% yield does not mean one entire roll is perfect and the next roll is bad.
To be honest I do not have a problem with the company. I do not believe they are a scam. I like a good engineering story, winning against the odds, first to accomplish something, etc.
My point is there are always some on the board raising expectation so much that disappoint is likely to happen. Hard to under-promise, over-deliver when every week someone is saying all problems are solved and now shipping based on some event that does not necessarily support that conclusion.
He would not have the PR in June if everything was not solved.
He would not go to Asia if everything was not solved.
He would not have an Analyst Day if everything was not solved. Oh wait, there is no Analyst Day scheduled.
There has to be some balance with the ones who could not understand why UNXL did not go to $20 immediately after the Kodak cc.
Thank god they are not making any money now although they could if they wanted. That would feel so dirty.
I agree that it is the hurdles that are not foreseeable today that may be the problem. Kodak CEO indicated closer to the beginning than the end.
I would think whatever yield they currently have is achievable, unless they have no yield at all.