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Universal Display Corp. Message Board

jackgotney 95 posts  |  Last Activity: May 27, 2016 2:44 PM Member since: Nov 19, 2009
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  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 27, 2016 2:44 PM Flag

    There can be a number of open bids or asks between the displayed spread as well. Oredrs under a certain vlaue are not displayed and also "All or None" orders are not displayed either (and not executed unless there is enough bid or offered to completely fill the order in one shot). But those orders will be executed if the conditions are satisfied and will get precedence over a displayed bid sitting at a worse price.

  • Interesting new patent application approved last week (Global Photonic Agreement cited) was filed in 09/2015 so it must have been expedited:
    United States Patent Application 20160141431

    FORREST; Stephen R. ; et al. May 19, 2016

    INTEGRATED SOLAR COLLECTORS USING EPITAXIAL LIFT OFF AND COLD WELD BONDED SEMICONDUCTOR SOLAR CELLS

    Abstract

    There is disclosed ultrahigh-efficiency single- and multi-junction thin-film solar cells. This disclosure is also directed to a substrate-damage-free epitaxial lift-off ("ELO") process that employs adhesive-free, reliable and lightweight cold-weld bonding to a substrate, such as bonding to plastic or metal foils shaped into compound parabolic metal foil concentrators. By combining low-cost solar cell production and ultrahigh-efficiency of solar intensity-concentrated thin-film solar cells on foil substrates shaped into an integrated collector, as described herein, both lower cost of the module as well as significant cost reductions in the infrastructure is achieved.

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 24, 2016 5:18 PM Flag

    Money raising to stay in business is definitely not a business model, but a stop gap on the way to building one. I understand better this sentiment of 'how long will it finally take for this paint to dry'. I thought it was all happening with PepsiCo in 2011 when we signed that distribution agreement with them, but then all of a sudden we were put on hold. Things actually look better now than they did then, but am I seeing just another mirage? By waiting am I only chasing the rainbow for an imaginary pot of gold? I am more positive than ever and think we could actually finally be signing on one or more customers this year. I have read all the reports going back at least to 2011 and feel the story has changed and much more progress is being made at a faster rate. Dohler and Sealer Air are key partners, we have a new well suited CEO as of 2013. Things are now heating up. I think it should be working out well here in the short and mid term so I am staying in.

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 24, 2016 2:14 PM Flag

    I wonder how we could penetrate the Smart Phone market with this highly superior Solar technology! I think anything that would extend battery life would be considered a major advantage. I noticed OLED was up big this week by 4 or 5 times the market cap of OPVS (6 or 7 bucks?) due to solidying rumors that its OLED techology will be used in the iPhone8 and additionally an upgrade from GS mentioning that! Imagining we would be a 3 bagger minimum if we actually were able to get an OEM to integrate our *(highly superior ultra thin flex portable) solar technology into their smart phone architecture, ideally iPhone9 or 10. LOL - in that case we'd be a 50 bagger. I doubt we could achieve those yields in the near term, but maybe enough to produce a limited edition model?
    Goldman Sachs analyst Brian Lee on Monday raised his rating on Universal Display to buy from neutral and upped his 12-month price target to 76 from 55. OLED is a “secular winner” as devices shift from LCD to OLED displays, which boast richer colors and low power usage, Lee said.
    “In the near term, we expect (Universal Display) to be a key beneficiary of Apple’s first-time adoption of OLED displays for iPhone starting in 2017,” he said. “Beyond Apple, we see OLED benefiting from a secular shift across the handset market with roughly 10% penetration today but a potential ‘LED 2.0’ hockey-stick adoption across multiple product cycles and categories in coming years.”
    In a “blue sky” scenario, OLED could reach 100% penetration of smartphones, 50% of tablets and 20% of TVs after 2020, he said.

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 23, 2016 4:49 PM Flag

    Once we achieve high volume don't you think a piece of transparent GaAs thin film OPVS to charge a smart phone battery would qualify as a killer app? I think it's the kind of thing Steve Jobs would consider (would have considered) if yields and price were (are) right. Somewhere in the future perhaps?

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 23, 2016 4:30 PM Flag

    Pretty cool. I checked it out. It looks like they do have a portable solar app for military use. It is possible the rumor is true about the contract and prototype. I assume a contract would be gov related, but such a stellar prototype I would expect translate into a licensee with the the likes of Solaero (most likely them I would assume). I guess we have to wait for an announcement or an evidential link to believe it (I don't recommend investing in rumors and assumptions).

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 23, 2016 1:49 PM Flag

    I can't find any links, but It kind of fits with the short term strategy they presented in March (see pg 21 of the presentation available on their website in the IR section) - to go from high value to high volume starting with highly specialized and Aerospace apps and moving next into: "50-160 MW (mega watt) & $500M-800M (market): High efficiency, flexible & transportable GaAs solar sheets and portable packs for military, emergency response, outdoor enthusiasts, etc.".
    If that is all true we should eventually hear about it and I think it would at least attract some buying interest, maybe even trigger a short squeeze as funny as it sounds. With the low volume we have, any buying interest from even from a handful of buyers could push the stock higher. It would take 5 days for shorts to cover at current trading volumes! LOL. And I understand there are only a couple million shares registered, if that, to trade publicly, so not much out there (the rest are still private and restricted).

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 23, 2016 10:20 AM Flag

    Sounds like good info. If true, this is stuff they should publish if they are trying to cultivate investor interest. Any links?

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 10, 2016 1:08 PM Flag

    In 2016, optimism requires a fairly strict justification. In 1998 everyone was optimistic about everything leading into the tech bubble. Today optimism doesn't come as easy. After 2000 we entered the 'show me the money' era. We are still a penny stock because even though we have revenues, we need more. The report talks about current progress and things that have been done, accomplished. I interpret the progress we have made as a clear indication that the company is determined to succeed. I also note the many established current relationships and the quality of the resumes and connections of the board members including the CEO. The recent enabling partnership with Dohler and Sealed Air. we have a lot of credibility in my opinion not to mention a great idea and much improved and new products for the trends and times of today especially. Things are quite different than back then.. and we are much better positioned to bring it to the global market.

  • Reply to

    Still a Good Value

    by jackgotney May 9, 2016 11:31 AM
    jackgotney jackgotney May 10, 2016 11:03 AM Flag

    They are more highly paid than most top straight shootin' professional executives at large corporations where they actually have to communicate and do things and be able to talk about what they do. I expect them to follow through on their strategy as stated in the 10-Q if not, exceed it. This stock will eventually be in the double digits. I assume they must be in transition mode and trying to get their act together for Prime Time, personally marketing, promoting the IP, and negotiating, keeping a low profile due to the proprietary nature of of research and IP and negotiations.

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 10, 2016 10:44 AM Flag

    I still feel positive too. Realistic and positive. I am looking for this to resurrect my IRA. I hope this will be trading above $1.00 a year from now, but also realize #$%$ happens and it might take even up to at the most, 2 years. Still worth the wait. In 2 to 3 years, this might easily be trading in the $2 to $3 price range and higher if we get back onto a real exchange. I think 3years from now we will have more than one of the big names we are targeting and a few of the second tier players on board, not to mention making money finally.

  • Reply to

    Still a Good Value

    by jackgotney May 9, 2016 11:31 AM
    jackgotney jackgotney May 10, 2016 10:34 AM Flag

    Yeah I agree but Kuhns wanted to take it over via somewhat devious means. Like essentially forcing them into a situation where they'd have no power to negotiate a decent price. Of course he wanted the whole company for like under 10 million so he was low baling the value of the IP. He was assigning it a worth of what I would say ranged from 1% to at most 10% of its ultimate actual value in the market. Not a real manger. A hog feeding from the trough is not what I envision as a manager for this company, much less a Chairman.

  • Reply to

    Still a Good Value

    by jackgotney May 9, 2016 11:31 AM
    jackgotney jackgotney May 9, 2016 1:31 PM Flag

    They did satisfy all the terms of the formal JDA since they were paid in full. They only need to iron out a license. The technology proved out as advertised basically. That much was a plus that came out of the last report.
    As a shareholder I was aware of the issues with Kuhns. Even one of the insiders much earlier expressed to me that he (Kuhns) was not doing anything for the company as had been expected but was only in it to fatten his only wallet in a similar or nearly identical way he did at a previous company but the CEO wanted to give him the benefit of the doubt which I am sure he now regrets. I know just what he was doing. I was glad to see him ousted. This had nothing to do with whistle blowing as all the petty nonsense reality show level allegations he brought forth emerged after the dismissal. Some of his accusations he made are merely opinions. And he as an insider should not have published all that inside bickering which always goes on at small companies (ever watch CNBC?). I guess he had a Harvard MBA but sensibility of leadership, and emotional maturity he did not have.

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 9, 2016 11:58 AM Flag

    or possibly could it be a profit taker lurks among us? .47 might looks attractive so someone who has cash needs and bought at .25.

  • jackgotney by jackgotney May 9, 2016 11:31 AM Flag

    FYI - Despite some of my negative comments I also have positive ones and am already long. I won't post a recommendation but IMO as a long term investment I believe this is well discounted for any shortcomings and errors made in the past by management and management has not been entirely a team of fumbler. Dean has kept the company from going under and also seem to have made strides toward commercialization in the last couple years. I get the feeling he may not be perfect for this position of CEO and also maybe should look for a successor who is a strong communicator, negotiator, and has experience possibly at a large Solar OEM. But given all this, I still have been adding to my position when I can, under $1.00, even today. I guess some people have a ton of shares and don't care about selling for the cash for whatever reason. I see it as cheap shares, a buying opportunity. I could be wrong but time will tell. Hoping it pans out into something big!

  • jackgotney by jackgotney May 9, 2016 10:55 AM Flag

    A new paper (OPVS funded research at UM by Byeongseop Song and Stephen R. Forrest) was accepted at the American Chemical Society a few days ago, titled: "Nanoscale control of Morphology in Fullerene-Based Electron Conducting Buffers via Organic Vapor Phase Deposition"
    Detail includes (a 21% Conversion Efficiency boost in their C70 planar heterjunction device they were testing from 6.6% to 8%)): "Electrons are conducted via percolating paths in C60 whereas excitons are blocked by BP4mPy. We find that the conductivity and exciton blocking efficiency of the blends is strongly dependent on film morphology that can be precisely controlled by the conditions used in organic vapor phase deposition (OVPD). Specifically, we find that a background carrier gas pressure of 0.28 torr leads to extended and highly conductive crystalline C60 domains. Furthermore, the structure is strongly influenced by carrier gas pressure. Via a combination of morphological measurements and molecular dynamics simulations, we find that this dependence is due to kinetically-induced structural annealing at the growth interface. "

  • Reply to

    Vile Price Action - Again in the 20 cent range

    by jackgotney May 3, 2016 1:19 PM
    jackgotney jackgotney May 6, 2016 3:11 PM Flag

    They have essentially proved their technology within the terms of their first formal JDA as the recent report clearly indicates. Other informal JDAs are in process. It would be nice to get a few more JDAs going formally, and a license in the near term. Seems like that is in the realm of reasonable expectation. It would be good if they could update us on recent progress even if only through a shareholder letter.

  • Reply to

    Vile Price Action - Again in the 20 cent range

    by jackgotney May 3, 2016 1:19 PM
    jackgotney jackgotney May 6, 2016 10:32 AM Flag

    It helps to negotiate a license rather than sue for it though. IDCC used the tactic of watching to see who was violating their IP and then suing them. OLED worked with the OEMs for years to integrate their new tech into existing and future products and negotiated fairly extensively and stubbornly. They license and resell materials which they have manufactured by DuPont. They have grown in 10 to 15 years from being a microcap like OPVS this to being a 2.5 billion market cap. The big launch was when they signed a deal with Samsung. I preferred OLED's way of doing business. Initially it seemed Samsung got a bargain but it seems to have really set things in motion as far as attracting other customers. LG was the next big one. Allegedly we are working now with Aerospace OEMs and we have a short term trajectory for the commercialization of our GaAs and Hybrid solar panel technology that will take us from small volumes for specialized applications like Aerospace to common roof-top solar apps (high volume); Organic is still being refined and is looking very promising could result is a licenses as well in the mid term (5 years), but GaAs and GaAs hybrid (including some organic) looks like the low hanging fruit and we should see one or more licenses in the next year for that. As the manufacturing process speeds up we should see additional licenses from traditional solar OEMs.

  • Reply to

    Vile Price Action - Again in the 20 cent range

    by jackgotney May 3, 2016 1:19 PM
    jackgotney jackgotney May 4, 2016 10:29 AM Flag

    I have a gtc order to buy 1000 at .25 and one to buy 250,000 at .001 in case the CEO stays on I can average down. For some reason they aren't displaying (not big enough?). But they are out there.

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 3, 2016 3:35 PM Flag

    My 2 sense is that we hope this will someday smell as good as or better than money. I'm not aware of any direct involvement with Nestle's and or Unilever. They may have been mentioned as in attendance at a presentation of theirs or as potential customers. I am happy with what is known to be going on. A much brighter situation that a few years ago.

OLED
67.78-0.13(-0.19%)May 27 4:00 PMEDT