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First Solar, Inc. Message Board

jackgotney 194 posts  |  Last Activity: 10 hours ago Member since: Nov 19, 2009
  • jackgotney jackgotney May 5, 2014 11:46 AM Flag

    So you come back with more noise clutter? Stock varies a little from overall market. FYI - That is not exactly a breaking news item, and I am not married to any pigs. I have been out of this a long time and just got back in the mid 25 range on the big drop last week. I should do well just letting it sit for a while. You are such an alarmist. Believe me no one heeds your warnings anymore. Every 2 minutes 'the sky is falling'! Didn't your mom ever teach about the 'the sky is falling' or the boy who cried wolf? If so you apparently didn't get the moral. Now even on the rare occasion if ever that you are right, no one will notice because you will be ignored, and you will get no credit whatsoever.

  • jackgotney jackgotney May 5, 2014 9:11 AM Flag

    Other are entering the OLED market as well. I took this from the "seeking alpha" transcript for LG (as it relates to OLED). "As the LCD industry has entered the slow growth phase, we are committed to solidifying our profitability by continually increasing the differentiated products such as OLED TV, ultra high definition TV, IPS monitor, high resolution products based on LTPS and plastic OLED products.

    We will continue to drive our cost differentiation as well to overcome the industry difficulties. We are trying to find an optimal balance between future preparation and financial stability. Going forward, we will convert exiting LCD lines for LTPS and OLED production in stages rather than building new fabs in order to maximize our CapEx efficiency.

    our OLED strategy is targeting high end markets instead of mid-end market, but if we are very successful to reduce our cost level to the LCD, given equivalently we can do target within the market finally, but that’s the matter of time. In all these stages we will target high-end markets and then we will enter each market....we are providing a limited volume scale that comes from our first stage OLED facility for TV and then at the end of this year we will provide a second phase production for OLED ....In case of mobile phone we already released OLED flexible mobile phone together with LG electronics, that’s G Flex and then we will extend our product line-ups going forward...(mobile phones made at different facility)....(there was a later comment that I took to mean "the OLED facility is running at near 100% capacity")

  • jackgotney jackgotney May 2, 2014 3:39 PM Flag

    Rich, the poor guy! Price going up into the weekend and his manual spam job is quickly being replaced by the bot spammers out of east asia. I bet his salary is dropping faster than his credit will after the broker closes his account for lack of collateral. And he already lost the poster popularity contest. Luckily there are other ways to make a living.

  • It ain't gonna stay down here long - already green today - don't need news but if we get any positives - look out infinity and beyond!

  • What if Samsung, who just spent 3.6 billion buying Cheil & Novaled (first they bought Novaled in 2013 from Cheil Industries for 347 million, and now they are shelling out 3.3 billion in a shares swap for Cheil) for their OLED materials and other products, decides it wants the whole kit and kaboodle and spends another 3 or 4 billion to absorb UDC? Imagine, UDC popping to $70 overnight or higher. Or what if LG, seeing what might happen, wants to have some IP and beats them to the punch, and a hyper bidding war for the company ensues and the winning bid is in the triple digits? Just day dreaming.

  • Reply to

    I have a big relevant doubt about fjaviersaiz

    by qtmmnutcase Apr 30, 2014 10:33 AM
    jackgotney jackgotney Apr 30, 2014 12:13 PM Flag

    FYI - Me too. I am qualified with an even higher IQ (but this doesn't mean much unless it is fully applied - there are a lot of very smart people out there doing very stupid things because they just do not fully utilize their full capacity for intelligence) and have an MBA with a double major in Finance and IT from Stern with honors, and was selected for the International Business School Honors society based on my scholastic achievement. But you should not try to make demands here since there are no obligations on anyone's part to even respond. The information you want can more easily be obtained via Google. I gave you some numbers I found through a quick search. They may or may not be correct. But I saw sales at about 350 million for what I believe was materials and components (I said materials but i think it includes components as well because that seemed high for just materials). AMOLED revenues expected to get a boost this year (27%) for a variety of reasons some of which were enumerated in my post, but average growth in AMOLED sales (I think) will be about 20% through 2020 and possibly more if some new killer app emerges.

  • jackgotney jackgotney Apr 30, 2014 10:46 AM Flag

    "1" the number is one. Universal Display is the number one in Intellectual Property licensing and material sales. Whatever the sales are (about 350 million usd in 2013 for all oled lighting materials) in the industry they also get a % royalty on AMOLED products using PHOLED. The market is expected to grow at about 20% compound rate through 2018. 2014 look for about 445 million in total materials sales (according to one article). I think when LG starts using PHOLED they will buy from UDC so material sales will be accelerating this year I assume. With LG's plans I imagine they may be doing more testing and also buying bulk to ramp their plans to take the lead in OLED TVs. So TVs offer a lot more real estate than smart phones for emitter use. If the present is like the history, the final license agreement which I expect will happen with LG will take longer than most might think. But they should be buying lots of material from UDC in the meantime. Management won't sell us short. I also don't worry about delays becasue the license agreements are usually retroactive. Like with Samsung it took longer than we expected, but they gave a retroactive payment at the beginning plus a down payment if I remember correctly. One article mentions "(in 2014), LG, AUO and Japan Display Inc. (JDI) are poised to commence or increase AMOLED panel production. As a result, light-emitting material makers are expected to compete in a more diverse market environment with increased demand and a broader base of customers. This will represent a marked change from the last five years, when they depended wholly on demand from Samsung Display.

  • jackgotney jackgotney Apr 30, 2014 9:50 AM Flag

    This is from an article a few months back where JMP Upgraded OLED to abuy and set a $50 price target (about a 100% gain from current price for those who are interested in gains or are considering shorting): Basically the analyst's comment on LG was pretty on the mark: Presumably in 2014, Universal will get something like $50 million from Samsung,” observes Gauna, and maybe $60 million in 2015.
    On the LG front, Gauna believes if the company started producing OLED displays right now, its capacity coming on line would be about half what Samsung is producing today. LG is a customer today of Universal’s, but it doesn’t have a license agreement with Universal like Samsung does, which commits Samsung to certain minimum purchase volumes.“So now and some point when they turn on manufacturing, could get an agreement like Samsung has,” he says of LG.LG, he notes, doesn’t have as much intellectual property in OLED as does Samsung, which means LG might have to purchase more in the way of materials from Universal.“For example, LG is using more of the yellows, and Samsung using more of the greens, so it’s not one-to-one in terms of potential materials sales,” he says.“You could almost argue it could be more,” he claims. “Samsung has contributed a lot more IP than LG, which may give Universal more leverage with LG, though management didn’t say that.” He points out that LG’s ability to manufacture OLED displays is helped by a cross-licensing agreement with Samsung. The details of that agreement are sealed, but Gauna believes that “it’s in Samsung’s interest to not be a monopolist” in OLED manufacturing because its divisions that make displays and phones want there to be other suppliers in the market.

  • jackgotney jackgotney Apr 29, 2014 4:29 PM Flag

    They may want to obtain a license for PHOLED and use one or more of our materials. This would be good. It might scare the trolls away and make longs happy again.

  • Reply to


    by panl2b2 Mar 19, 2014 9:59 PM
    jackgotney jackgotney Apr 29, 2014 4:01 PM Flag

    New emitter materials sales and possibly host materials for the LG TVs which appear to be heating up, should trump the loss of future non-emitter host sales to Samsung as it intigrates Cheil and becomes its own host materials supplier. Hope we hear some good news so we can get back into the 30s, bankrupting shorts, before my May call options expire.

  • jackgotney jackgotney Apr 29, 2014 1:50 PM Flag

    So we are up 50 cents today. Sky's not falling after all. OLED is going up today. Good for longs not shorts, so do shorts laugh and go to the bank when they are losing money, is it a nervous laugh, going to the back to get money to pay for a margin call LOLOLOLOLOL? Changing your name t0 POOR7011 because you are one of the short ones? LOLOLOLOLOLOL

  • Reply to

    Anyone knows Korean? (news in korean newspaper)

    by fjaviersaiz Apr 29, 2014 7:28 AM
    jackgotney jackgotney Apr 29, 2014 9:27 AM Flag

    in UDC's 10-K it lists varous companies who are competitors in making emitters, Cheil is not on that list. It also lists competitors in the field of their host matierials, and Cheil is on that list, so I think we might still be supplying the green emitter, and just the host doping material which we may have been supplying, will be replaced.

  • Reply to

    Anyone knows Korean? (news in korean newspaper)

    by fjaviersaiz Apr 29, 2014 7:28 AM
    jackgotney jackgotney Apr 29, 2014 9:11 AM Flag

    zikzak, You don't think it is just for the PIN doping host material they developed for our green PHOLED? 8 years ago UDC worked with Novaled to create the most efficient red at the time. UDC suppied the red emitter and Novaled supplied their proprietary PIN Doping host for the red material. I was under the impression we will still be supplying the green materials, and Cheil which bought a controlling share of Novaled in 2013, and is merging into Samsung SDI shortly, will be supplying the PIN Doping material they developed for the green emitter boosting its efficiency. - J

  • jackgotney jackgotney Apr 29, 2014 8:59 AM Flag

    ritchity little, marshmellow moron and hebeejeebee are probably all the same troll. All agreeing and admiring each other but all wrong with many mental disorders to back them up so be careful which posts you give credence to.

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