I love your scenario if it pans out. This ideal scenario hinges on PepsiCo's doing what they said they would and ramp this year. But that is out of our hands for the most part. Did they run into delays? If so, I hope nothing big is holding it up, and it will all start happening very soon.
I think he was referring to speed in a downward direction, which subsequently surfaced their lack preparation in regard to lifeboats for the shareholders, I mean passengers. But IDND is not exactly like the Titanic. We think we are destined to sink, so we may wind up floating somehow. In this type of analogy I'd say we are sailing in the South Pacific and see lots of hopeful Islands to land on, but we keep encountering sandbars and coral reefs and maybe we don't speak the language of the natives and it is hot so maybe these Islands are mirages, but the boat for some reason has not yet sunk. They did however not bring lifeboats for the shareholders. They needed room for the captain's supply of truffles and Taquila. I hope the weather stays calm, this is taking longer than we expected.
In 2011 DuPont sold its flexible bag in box subsidiary, Liqui-Box, to a private equity outfit, The Sterling Group for $820 Million. Last year they relocated to Taizhou from ShenZhen to be closer to its Pepsico and Coca Cola customers. Some of their B&Bs are aseptic and are for sizes 1 gallon and larger. Now they just sold that to Olympus Partners (another Private equity firm) last week (probably at a profit).
One article says: “The company has improved operations, expanded into new geographies and end markets, and successfully reached new customers,” says Liqui-Box CEO Ken Swanson. Olympus has experience investing in the packaging sector. One of the PE firm’s other portfolio company in the space includes Pregis, which makes paper and foam packaging products.
Buyers have been going after packaging targets in 2015. CC Industries is purchasing Selig Sealing; Gerresheimer AG (FRA: GXI) is adding Centor US Holding Inc.; and Sealed Air Corp. (NYSE: SEE) is buying held B+ Equipment.
Harris Williams & Co. and Willkie Farr & Gallagher advised Sterling Group. Kirkland & Ellis represented Olympus. The PE fund received financing from Antares Capital and Rabobank.
I wonder, do you think this would be a good time to sell the company (while it is functioning)? Maybe we will be of higher value to one of these companies as an operation than we are to stock investors. It might be the best opportunity for shareholders given the likelihood that forward looking statements and other promising statements may not pan out after all. Hope and visions won't pay the bills.
Trolls just hate facts more than anything. Facts are constantly interfering with their beliefs and delusions, so can you blame them for being disgruntled when people present them? (...lol...)
The clock is ticking and we are running out of stock. I sincerely hope the new CEO, Tom Shaver, can take this company to profitability where it can sustain itself and grow without the need for further dilution.
At the risk of being called a pumper I recommend another look at OPVS. Check the presentation link on the nanoflexpower site about their GaAs platform. It unbelievable this is trading under $2.00. "NanoFlex GaAs solar cells can provide more than 300% higher areal power density (W/m2) than other flexible thin films, at 90% lower price, and at 35% lighter weight." Also: "NanoFlex 24 MICA GaAs solar cells can provide more than 10% higher areal power density (W/m2) than industry leader SunPower at a competitive price and at less than 20% of the weight/m2!" Does this spell 'competitive advantage'? You figure out the potential and if this looks cheap.
Creaky, In my previous post I just checked the website. I just finished going through the presentation you recommended. OLED (the company) went public with only one patent and traded as high as 38 before it actually had any licensing revenue more than 10 years later. According to the presentation, OPVS has nearly 800 patents (including pending), mentions 3 entities they are in negotiations with regarding JDAs (one, since already in a JDA to commercialize one of its unique technology platforms in the near term). Do you like this one (?): "NanoFlex GaAs solar cells can provide more than 300% higher areal power density (W/m2) than other flexible thin films, at 90% lower price, and at 35% lighter weight." Does this spell 'competitive advantage'? Also: "NanoFlex 24 MICA GaAs solar cells can provide more than 10% higher areal power density (W/m2) than industry leader SunPower at a competitive price and at less than 20% of the weight/m2!"
The presentation shows that the current market for GaAs is only .4 Billion (the space industry) because of its high cost. The total existing solar market is about 20 billion. This statement is from the 'presentation' on their website: " This business will open a path for both NanoFlex and its license partners to very large segments within the solar market " implies that we are ready and capable of penetrating a large segment of the existing solar market with our GaAs thin film technology (not to mention enabling several new mobile applications). This is all the current low hanging fruit. The other platform, organic, is another hot iron in the fire which should explode commercially by the end of this decade. Exciting!
Looks good - more aggressive verbiage! Excellent new pictures etc... Their technology is there - Now we have to convince the OEMs and potential OEMs this is worth investing in, manufacturing and licensing. The buildout of manufacturing may be the only thing we have to wait for. I'm hoping to see a few more JDAs materializing over the next 12 months. Snippits from their website: NanoFlex has developed the most extensive patent portfolio of small molecule organic photovoltaic, or OPV, technologies in the world..(true)...
With the materials that are produced through our new photovoltaic processes, the way that the military uses solar will be revolutionized....our military will be safer and more effective. Our technologies ..enable deeper and seamless integration and higher power output...enabl(ing) a variety of mobile applications for solar power..Welcome to mobile solar power! Solar powered tent .. we can envision ...organic solar threads in...the fabric of the tent itself. This makes for a much more flexible (solar) tent, as well as a more efficient (and mobile) one as much more surface area is being used and the materials themselves more readily produce solar power...The current form of solar for phones consists of cases with small solar panels on the back as well as solar powered phone chargers. With the new-found flexibility of solar materials, the solar applications for phones will be revolutionized. Solar phone cases will no longer have a strip of solar cells applied; the entire case could be coated with solar materials...This is a key product differentiator for cell phone manufacturers.
I hear you. I find t very hard to predict commodities and thus the companies that are impacted by their prices. I made some money when it was trading in the 30s and 40s. It should do well if prices rise. I am currently flat. I made some money on a couple miners too but it doesn't work once tanking prices erase their positive cash flow. I thought you were just bashing. Commodities all seem too dangerous for me in the near term.
Well OLED and OPVS share founders, some IP, and small molecule organic technology (but they also include inorganic and polymer, quantum dots, and hybrid inventions. They reduced the cost of GaAs (the highest efficiency solar cell material) from $17,000 (per subtrate) to only $430 by creating the first thin film manufacturing process with unlimited reuse of the crystaline substrate. And they are working ardently to grease the manufacturing process *(it is already commercially on par with the grid). Their Organic solar, in the lab, is about on par with the standard silicon solar cell (close to 14%) and they are looking at a near term goal of 18% PCE (conversion efficiency). They have ultra cheap solar tracking technology for thin film that also increases light harvesting by 36%. Many companies are looking at their IP. One recent JDA was signed based on their GaAs process. Personally I think their portfolio (including small molecule organic) leads that of any other entity and they may eventually sit somewhere between OLED And IDCC as far as revenue. I think they invented OPVD and UDC bought that from them. OPVD actually enables some big improvements in organic solar device performance. FYI - Same business model as UDC. You can rant that this is OT, not specifically UDC, and ignore me but I know some old timers (OLED posters going back 15 years) have watched this for years. I actually invested in it. UDC converts electricity to light and Nanoflex converts light to electricity. That is the main difference. Otherwise the same researchers and founders. Also leading in clean energy technology is not exactly trivial in terms of potential.
One good thing is they are middle tier OTC (not a pink sheet) so when you go to the otcmarkets you can view the 2nd level quotes.
Troper you are the only old timer I recognize here (at least on this page). Check OPVS. Shares available at 1.31 now. There are long term holding private investors finally able to sell as their shares become unrestricted for the first time and it seems apparent the company is not concerned attracting buyers. I am not selling or buying because I have more shares than I should have, and little cash, but I think the price is too cheap to sell. Some people got cheaper shares than I did and may be willing to sell at these levels. But I think it is a good time to wade in (before they really get their paperwork in order and begin to issue PRs). It is a buyers market right now. I am waiting for it to be a sellers market before I start selling and I think the tide should turn over the next year.
It's obviously due to a lack of public awareness. From a Book on Corporate Strategy 101: "An effective corporate governance enhances the integrity and efficiency of the capital market". The primary mission of a public company is "To create sustainable and enduring shareholder value." I trust they must be pretty active, and I assume their apparent lack of communication is a matter of timing. But even then 'what is the plan?'. Did a goat eat all my money? Or will this turn out to have been a legitimate and profitable investment? Someone on the outside today might easily get the impression this is just a tiny yet flexible waste management company eminating methane gas with no news. But not many people have the time to search through a lot of filings and electrical / chemical engineering patents to find out otherwise.
Shhhhhhhhh. We're waiting for the good news that is to be announced very, very, soon. We are just being vigilant with our eyes and ears wide open. It, the news, might be good enough to make the stock trade higher. We don't want to disturb any potential positive developments so we are waiting quietly until we have something new to talk about.
I think most of the petro taxes are by state, like with alcohol. And issuing a sales tax, if it is reasonable is not really like privatizing. But as an example where a tax may be privatization, I consider that real estate taxes are an underhanded confiscation of private property. What else do you own that you are continually taxed for as long as you own it. If it were reasonable I'd be okay with it, but local municipalities constantly overspend and then balance their budget by raising RE Taxes. For example my house taxes have risen from 9,000 in 1998 to $22,000 this year (taxes are higher than my mortgage and I have to rent it out in order to keep owning it. My mother's RE taxes have risen from less than $8,000 in 1980 to $28,000 today and at 93 she has a to rent out half of her house to be able to pay the taxes. I feel like we are being pushed out of our houses and actually the taxes are like paying rent to the city or township. Who owns your house? If it isn't some bank it is probably the town you live in. That ain't exactly what I call 'ownership'.
The good thing about licensing is that even if the iPhone eats a little bit of business away from Samsung, I believe rumor has it that they will finally adopt AMOLED for the 2016 iPhone. Also we have LG licensing now. I think it has room to grow. I confess I was a long term PANLITE from 1997 to about right after we peaked at around 60 and I sold them all in the $50s to take lush profits. I had waited for about a decade. I have put my big toe back in once in a rare while since, only to pull it, but I have not been all in since. OLED is pretty fairly valued and is more like IDCC has been for the last 10 years with ups and downs and ups and downs and that is great if you know how to play that game. OLED is still probably a good long term stock to have a position in, and probably a better company to work for. But if you liked OLED you might take a look at their sister company OPVS which just began trading publicly in July. It has the IP for turning light efficiently into electricity using organic, inorganic, and hybrid materials, have over 700 patents and recently announced a JDA. Their IP is required for organic solar panels of high efficiency. They also have a way to manufacture GaAs thin film solar panels on the cheap (cutting the cost of GaAs panels, the most efficient solar material of all, from over $15,000 to $450 or less per panel, and new cheap solar tracking technology. Once they begin exercising their bragging rights I don't think they will still have a market cap of only 80 million. You can still get some shares out there in the $1.50 - $3.00 range. It is a sleeper, on the ground floor. There are not really a lot of shares available if someone starts buying. I will hold the bulk of mine until we zoom to sixty as I retire as a happy ex-Nanoflexer. In the end I expect big things coming out of this like I did with PANL/OLED.