Wed, Sep 17, 2014, 7:43 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Universal Display Corp. Message Board

fusionary1 13 posts  |  Last Activity: Sep 11, 2014 8:49 PM Member since: Jul 11, 2002
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • fusionary1 fusionary1 Sep 11, 2014 8:49 PM Flag

    I don’t think we have to worry about emitter material competition until after my vision for OLED becomes a reality. By then, the OLED market will be worth hundreds of billions of dollars if not trillions of dollars. Because OLEDs are flexible, transparent, and lightweight, new business opportunities will emerge. Here’s what the OLED future will look like: 1) All commercial aircraft interior lighting will OLEDs, there will be no need for windows, the interior will be lined with OLEDs that will show how it looks outside. This would save Boeing billions of dollars a year not to have to install and design in windows. 2) Advertisement wearable’s made with OLEDs will become commonplace. 3) All of our car’s interior lighting and dashboard panel will be OLEDs, in addition to brake lights and turn signals. This will save car companies millions in not having to design in lighting fixtures and chassis taillight housings. 4) All homes and buildings will have OLED lighting. Some buildings will have transparent OLED lighting embedded in windows that illuminates as the sun sets. Even the background lighting for fish tanks will be OLED. 5) All homes will have OLED TVs, some homes will have OLED TVs the size of their entire wall. 6) The military will use OLEDs for wearable devises and cloaking. Stealth aircraft will be cloaked with OLEDs. Even some submarines could take advantage with cloaking. 7) Businesses will all have OLED signage. Imagine just Las Vegas being lit up will OLEDs. Imagine all the uses just inside the casinos. The slot machine displays will all be OLEDs. Imagine all the uses inside football stadiums and sports areas.
    That’s enough for now, I’m getting too excited. I think I just talked myself into buying some more shares.

    Sentiment: Strong Buy

  • Reply to

    Who keeps selling?

    by eclipse20251 Sep 8, 2014 11:58 AM
    fusionary1 fusionary1 Sep 8, 2014 1:39 PM Flag

    Short MM's keep dropping the bid/ask, obviously supported by their short hedge fund buddies. Every time they drop the price, they have to keep absorbing all the buys. With the iWatch soon to be announced and the LG M2 production line coming on line, it must suck to be them right now. They're just delaying the inevitable, the short interest will keep going up and not down as more and more profits come into UDC.This will end with a major Short Squeeze. Longs keep holding your shares, the big price move up is coming.

    Sentiment: Strong Buy

  • Reply to

    broken record?

    by investmenttankerblogspot Aug 8, 2014 1:01 PM
    fusionary1 fusionary1 Aug 8, 2014 1:34 PM Flag

    A lot of Market Maker Manipulation going on here.

    Sentiment: Strong Buy

  • fusionary1 fusionary1 Aug 4, 2014 2:20 PM Flag

    I think you hit a nerve. The only commentary that CNBC allows to be put out about OLED is from the likes of Herb Greenberg. And we know from years past the Herb is a bought and paid for type of guy. Just like Canaccord anaylst Jeb Dorsheimer. It looks like it's about time we get another round of Patent invalidation claims from these clown.

    Sentiment: Strong Buy

  • Reply to

    Flex War declared

    by qtmmnutcase Jul 22, 2014 7:39 AM
    fusionary1 fusionary1 Jul 22, 2014 4:39 PM Flag

    This whole game is about ready to blow up in the criminal Short's face. While they keep shorting, the Korean OLED manufacturers are increasing their OLED production capacity by billions of dollars. UDC is a big winner here, the shorts better get the message, and eat their losses before it gets worse.

    Sentiment: Strong Buy

  • Reply to

    Flex War declared

    by qtmmnutcase Jul 22, 2014 7:39 AM
    fusionary1 fusionary1 Jul 22, 2014 4:33 PM Flag

    OLEDNet posted an article stating that major equipment companies in Korea reported orders from SDC. The manufacturing process equipment suggest that SDC is finally moving forward with its Gen-6 (1850x1500) AMOLED fab.
    According to the report, SDC plans to complete the orders soon and wants to get it all by December 2014 and start mass producing in Q1 2015. The only major equipment orders left are for the encapsulation equipment. These may go to Veeco for their FAST-ALD systems, but we know that SDC is also looking at alternative approaches.
    OLEDNet says that SDC will exclusively use this line for flexible (plastic-based) OLEDs, first targeting tablets (which is rather surprising as I'd assume they will start with smaller flexible devices such as wearable and phones). It's more likely that this will be a glass-based fab, indeed producing displays for tablets. In phase two, they will add more production lines and start making 65" OLED TV panels.
    The nine orders publicly announced by Korean makers amount to about 220 billion won (around $215 million USD). An earlier report stated that the new fab will cost between $3 billion to $5 billion, with the first phase estimated at $2 billion.

    Sentiment: Strong Buy

  • Reply to

    Dark Pools

    by abqnorseman Jul 22, 2014 3:00 PM
    fusionary1 fusionary1 Jul 22, 2014 4:18 PM Flag

    Shhhh, don't let the criminal Short's secrets out. They hide under a veil of secrecy. They don't want the public to know all the dirty games they play.

    Sentiment: Strong Buy

  • fusionary1 fusionary1 Jul 17, 2014 6:58 PM Flag

    DIsplaySearch says that manufacturing costs for small-sized AMOLEDs are currently about 10-20% higher than comparable LCDs. So if the going price of a 5” LCD is $20 dollars the AMOLED would be $22-$24 dollars. Who wouldn’t pay $2-$4 more to get a much better display. I’m assuming that the current 80% manufacturing yield translates into 10-20% higher cost. There has been much said recently that the LG OLED TV have reached the 80% yield mark. So what is a 55” LED LCD 1080 HDTV TV selling for right now? around $2,200. If the display is 50% of the cost of the TV, $1,100, I would expect the LG 55” OLED TV to come down to around $2,300-$2,400 in a not too distant future. I believe that most people would pay the extra $100-$200 more in order get a superior picture, and have the latest technology. The senior analyst (Jimmy Kim) of display materials for DisplaySearch says the he would expect more opportunities for the OLED display industry if the AMOLED cost falls below LCDs. I don’t believe that it’s necessary for AMOLED cost to fall below LCDs in order for OLEDs to have more opportunities. I believe that OLEDs at 80% with a 20% cost premium is already competitive with current LCDs. I believe if OLED yields improve to 90% or above, LCDs will become obsolete. This means that all displays will now be OLED. It’s not a matter of If now, it’s a matter of When.

    Sentiment: Strong Buy

  • Reply to

    New alpha short idiot article out

    by qtmmnutcase Jul 14, 2014 1:23 PM
    fusionary1 fusionary1 Jul 15, 2014 12:54 PM Flag

    One of the big problems is that the SEC got rid of the Uptick Rule. This allows the criminal Shorts the ability to keep selling down the share price. Especially when their crooked Market Makers slam the share price down whenever there is no buys taking place. Add into the mix the willfully blind SEC and here we sit holding shares of OLED, watiing for some Big Boys to step in and squeeze the criminal Shorts out.

    Sentiment: Strong Buy

  • Reply to

    This stock should be explosive right now

    by biffonsabbatical Jul 7, 2014 12:55 PM
    fusionary1 fusionary1 Jul 7, 2014 6:13 PM Flag

    I believe the Market Makers, other than the illegal manipulator MM's, are either being bribed or are providing a favor to the ones in control. What this means is that the Short MM's, for most part, have control over OLED. They can trade between each other creating artificial volume or trade between each other to walk OLED down. The only problem with this is that they have to absorb any legitimate Buys in order to keep the price down. The reporting of Naked Short share doesn't work, they know how to create virtual shares and use loop holes in the system to keep them from being reported. So unless the company sees what's going on here and takes action to have them investigated, we have to wait until the Big Boys come in and says enough is enough.

    Sentiment: Strong Buy

  • Reply to

    This stock should be explosive right now

    by biffonsabbatical Jul 7, 2014 12:55 PM
    fusionary1 fusionary1 Jul 7, 2014 2:12 PM Flag

    The criminal Shorts, and they do not want the stock price to get away from them, like it almost did a couple of weeks ago. Other than the SEC getting wise to their illegal activities, the event that will eventually catch up to them is Earnings. When the PE becomes supper cheap,the Big Boys will no longer be willing to stand on the sidelines and allow the Short to manipulate this stock. The Big Boys will bid this up, and the Shorts will be forced to cover. This is when we'll be off to the races. It could happen sooner than we think, considering all the good new about increased production that is being announced.

    Sentiment: Strong Buy

  • Reply to

    LG invest another US$788 million to increase OLED

    by biotje Jun 27, 2014 7:36 AM
    fusionary1 fusionary1 Jun 27, 2014 2:11 PM Flag

    From the Hdvtest website. On the production front, it’s been reported that LG plans to set up a second production line at its Gen-8 plant. An LG spokesperson at the event told HDTVTest that this is correct. The first line was meant to produce 26,000 substrates (180,000 55-inch screens), with the second producing 34,000. We hear that the output from the first can be increased to 34,000 too, giving the company the capacity to produce over 5 million OLED TV panels in a full year. According to LG, the yield has now exceeded 80%, gradually closing in on the 98% ahieved by typical LCD-making facilities.
    If what the Hdvtest website is saying is true, at full capacity, this would more than double UDC's earnings. I'm looking at approx. $1.25 / share base on LG's OLED TV expansion plan.This stock is already cheap, now it become extremely cheap!!!

    Sentiment: Strong Buy

  • LGD's market share was only 2% - producing flexible OLEDs and 55" OLED TV panels. But UBI expects LGD's market share to expand gradually. UBI says that LGD sold 50% more OLED TVs in the quarter compared to Q4 2013 (this is by revenue, which means that shipments almost doubled as the price keeps dropping). UBI expects LGD's OLED TV sales to grow by more than 60% in Q2 2014 as Chinese TV start marketing TVs with LGD's OLED panels, and LG Electronics expand OLED TV sales to more countries.
    UBI also released their forecasts for the OLED lighting market. In 2015, the market will still be very small, but in terms of performance, OLED panels will pretty much be on par with LED. This will encourage the lighting companies to finally start investing in full-scale OLED panel production. Led by LG Chem, the OLED lighting market will grow quickly to over $2 billion by 2018 and $4.7 billion in 2020. UBI sees OLED panels reaching 100 lm/W, 5,000 cd/m2 and 30,000 lifetime hours.
    Shorts have better get out while their losses are still manageable. The picture keeps getting better and better.

    Sentiment: Strong Buy

OLED
36.23+0.09(+0.25%)Sep 17 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.