I posted what I did on the 26th and yesterday and today when I did it. FYI - Your claims of always having been correct on every prediction you ever made is taken directly from the 'most common behavior of Trolls' book. And so is your all caps posts, and so is your obsession with bragging and patting yourself on the back until it because nauseating to read, and so is your 'negative offensive handle'. If all that works for you, fine. Kudos. What I do works for me. Just diversifying the discussion, not disagreeing on every point. But the discussion is not really about how great you are or I am. Feel free to disagree, time will tell if my trades work or don't they are still open.
There is too much support here and positive short term momentum from this week. On MOnday Jan 26th it open and trade at $34.44. I sold 7 of my 17 (which I bought after it pulled back to 29 range) Feb strike 30 calls yesterday at the peak (above 33 which was partly luck and partly because I have a rule that if I ever get 100% return or more I take the original investment off the table and keep the rest) and kept 10, and just bought 30 strike 32 Feb calls for 75 cents each ($75) with the take of yesterday's sell. I think this limit order went off when I was at lunch and OLED must have dipped and my call limit order was filled even though I had entered it at the bid before lunch. It made the difference of allowing me to buy 4 more calls for the same amount of money than if I'd bought at the market. I found out when buying options you can almost always get an immediate execution if you are halfway between the bid and ask, so don't buy or sell options at the market. It seems to me, that someone is applying pressure for the purpose of accumulating. It is too obvious a buy and should rally to the mid to high 30s without that pressure. It is also seems very likely to me (my black box brain) that this will rise to 35 or higher in the next 3 weeks as soon as this anomylous selling pressure, which may be a result of various hedging intstruments or some other unknown force, is alleviated. Feel free to disagree (my thinking). In general with you take the peak price on a very high volume surge like we had monday, you can almost certainly add 10% from that as a near term forecast (within 3 months) (that seemed to work on every example I looked at historically). That would give you at least 34.44 plus 3.44 = 37.88.
Maybe they could buy 20 million worth of Nanoflex stock and form a JDA to merge their technologies and also put Julie B. in charge of that place. The current managers seem to just pay themselves and are clueless about institutional fund raising and corporate strategy and things real chairmen and CEOs know about. They need someone who can and is willing to take it to the next level and make it a billion dollar company. If they can turn it into that we could expand the market of both organic oled and solar and they would have a huge return on their investment.
Sophia is just impatient to cash out at a profit having had the money tied up for years and realizes that potentials are fine but don't apparently impact the bottom line and stock price until they are realities. We will all be happy when we hear news of orders and revenue that bring us into a new stage as a company, one that reflects growth, positive cash flow, and earnings, and make the stock into a more liquid tradable investment where one buyer or seller doesn't have to worry about significantly impacting the stock price. I had the impression we'd be kickin' back in 2012 so it does seem to drag along. There are such great prospects here, and probably if one of them panned out, the company would arrive finally to breakeven after all these years. I hope in 2015 it finally happens, no more holdups.
That's okay with me. I sold 7 of my calls earlier as it started to pull back to get all my money back. I still have 10 Feb strike 30 calls open. But I have to wait until I have the cash available to trade. If it is still this low or lower I will be buying march calls. I would benefit by a short term pullback or a continued rise. But I am in full agreement with the logical outlook that these pullbacks seem crazy. Very short term or nervous traders? It doesn't make sense if you know what this LG deal means. I think it easily added $10 to $15 bucks a share value right off as it trades, only it hasn't hit the stock price yet. I see $50 in the next 12 months, and it seems some bring back the old 'triple digit' mantra. We hit $50 with the Samsung deal. Now we have LG too!
I have the impression some institutions know how to manipulate when they want to buy a lot of shares, or sell. OLED is a very good value now and if you have the desire to go long, I would accumulate on these intermittent dips. I don't think you can go wrong if you have a 6 to 12 month or longer time horizon.
FYI - IMO - The stock should eventually reach equilibrium at $50 by year end. In 2 years I agree this could be triple digit if LG's ramp of AMOLED TVs is a success. This stock can give you short term gains but it is smarter to hold for 24 months if you can for what I think will be rare gains in the 100 to 200 percent range.
I think LCD is competitive with AMOLED by cost but I agree that qualitatively AMOLED has superior qualities such as a higher refresh rate, thinner, lower power consumption and can be transparent and flexible and more. Yes, LG is even putting out new QD filtered backlit LCD TVs until the AMOLED costs come down as expected over the next 12 to 18 months. At that point AMOLED will be a no brainer and according to LG that is when they will downsize LCD production. AAPL may stay with their legacy old school LCD stuff which BTW is also significantly more fragile, but for the time being it may be other things such as apps, marketing and aura that draw consumers. And I am not sure they are worried about needs with an $80 billion record quarter. But keep in mind AMOLED gives them an opportunity to leap forward with a future hardware and style upgrade. When it becomes cheaper than their high quality version of LCD you might see them jump on the AMOLED bandwagon. It would enable them to come out with gizmos that have transparent and flexible displays with extended battery life. They are cost conscious apparently as evidenced by the fact that they have their gizmos assembled in a surreal (and probably illegal by our standards) Chinese sweatshop. When AMOLED becomes cheaper there will be no reason for them not to switch. LG is making AMOLED TVs only for now I understand, and makes AAPLs LCD screens, but who knows if AAPL presses them? If you can make big AMOLED screens you can certainly make small ones. They probably don't want to buy from Samsung an arch enemy business-wise. LG has prototyped ultra thin bendy flexible and transparent AMOLED displays.
I think LCD is competitive with AMOLED by cost but qualitatively AMOLED has superior qualities such as a higher refresh rate, thinner, lower power consumption and can be transparent and flexible and more. LG is even putting out new QD filtered backlit LCD TVs until the AMOLED costs come down as expected over the next 12 to 18 months. Then I think AMOLED will be a no brainer and according to LG that is when they will stop making LCD. AAPL may stay with their legacy old school LCD stuff which BTW is also significantly more fragile for the time being, it may be other things such as apps that draw consumers. But keep in mind AMOLED gives them an opportunity to leap forward with future upgrade. When it becomes cheaper than their high quality version of LCD you might see them jump on the AMOLED bandwagon. It would enable them to come out with gizmos that have transparent and flexible displays with extended battery life. They are cost conscious apparently as they have their gizmos assembled in a Chinese sweatshop. When AMOLED becomes cheaper there will be no reason for them not to switch. LG is making AMOLED TVs only, makes their LCD screens, but who knows if AAPL presses them? If you can make big AMOLED screens you can certainly make small ones. LG has prototyped flexible and transparent AMOLED displays. I don't think it is dependent on a viable PHOLED blue but a stable deep blue would be nice.
Hermetically sealed container refers to a container that is designed and intended to be secure against the entry of microorganisms and thereby to maintain the commercial sterility of its contents after processing.
Low-acid foods are any foods, other than alcoholic beverages, with a finished equilibrium pH greater than 4.6 and a water activity greater than 0.85. Fluid milk and soy beverages are low-acid foods.
“In the United States, consumers are not familiar with shelf-stable milk, although it’s the dominant format for consumers in many other parts of the world,” says Kellar. “In the States, we have grown up with a vast chilled distribution chain, so the presence of the technology has only a minor position in milk. However, today, the fragmentation of the retail channel, the development of new channels and the on-the-go American wanting products to be readily available will vastly increase the relevance and applications for aseptic products in all package formats.
“By adding plastic to the options, we will give consumers a format they know and are familiar with,” Kellar adds. “This will educate them to the benefits of aseptic processing and packaging, which will drive all aseptic package formats.”
Until now, aseptic milk has basically been packaged in foil barrier boxes. Foil pouches and aluminum cans are also an option, but they are not any more desirable than boxes.
“As for the taste implications for aseptically processed milk, any differences that existed when the processing technology was emerging 20 years ago have since been improved,” says Kellar. “In a blind taste panel, consumers cannot tell the difference between aseptically processed and traditionally pasteurized milk.”
MY comment and question: They got approval in 90 days for aseptic packaging filler system for ambient temp dairy. It sounds like we just want to add an aseptic tap to this or a like package. Wouldn't it still be considered hermetically sealed? What is the show stopper?
Related to Dairy and FDA, cut and pasted from a 2003 article from foodengineering d*t c*m:
Aseptic milk processing, filling and packaging in plastic gains commercial acceptance —another milestone for fluid milk containers.
Until recently, the only FDA accepted, commercial, aseptically processed and packaged dairy-based (low-acid) beverages in plastic bottles available for sale at ambient temperature came from Columbus, Ohio-based Ross Products, a division of Abbott Laboratories, for its Similac infant formula and Ensure nutritional drink. A lot has changed in the past few months.
On November 7, 2002, FDA accepted the high-speed, linear filler aseptic (LFA) system installed by Tetra Pak Inc., Vernon Hills, Ill., at Jasper Products LLC, Joplin, Missouri.
“We filed the LFA-20 system on August 22, and it took less than 90 days to receive FDA’s acceptance,” says Jeff Kellar, vice president, plastic packaging systems at Tetra Pak. “We installed the system at Jasper Products a year prior to filing with FDA, and managed to test and prove within the year that it is FDA compliant.”
Section 113.3 provides definitions for key terms such as aseptic processing and packaging, which is defined as the filling of a commercially sterilized cooled product into pre-sterilized containers, followed by aseptic hermetic sealing with a pre-sterilized closure in an atmosphere free of microorganisms.
Commercial sterility is defined as a condition that renders a food free of microorganisms capable of reproducing in the food under normal non-refrigerated conditions of storage and distribution, and viable microorganisms (including spores) of public health significance. This condition is achieved either through the application of heat or by the control of water activity and the application of heat.
Related info: According to Motley Fool: In December, Home Depot began offering four different OLED light fixtures from lighting specialist Acuity Brands in the range of $199 to $299. That is bullish for Universal Display because Acuity's OLED panels are produced by LG Chem which is an existing customer of Universal Display. Acuity has sold these OLED light fixtures of its own accord for some time, but, again, this is the first time the market has been offered an OLED light source on a broad scale at retail. "And make no mistake, this is an absolutely crucial milestone for any technology hoping to be taken seriously by hundreds of millions of consumers."
So we have to check back and see.
Based on a 2008 UDC PR: Together (with LG Chem) they "signed a non-exclusive joint development agreement to accelerate the commercialization of high-performance OLED materials for use in OLED displays and lighting products. The collaboration will focus on combining LG Chem’s electron transport and hole injection materials with Universal Display’s phosphorescent OLED emitter materials and technology. "
I think we may have a development materials supply agreement with LG Chem but does Acuity need a license to sell WOLED, does LG Chem make the panels and the Acuity produces the final product? I assume if they are being sold now in Home Depot, someone probably needs to have a WOLED (and related IP) license and a commercial materials supply agreement.
Good question. Are the considered the same company? And do they have access to all their patents or just licensing specific ones? Don't know. WOLED and related patents might need a revised or new license or not depending.
If wannabe longs are not buying now they are also missing an opportunity. With the LG agreement in hand, OLED is very cheap in this range below 40 which we have been above as back in 2012 and which we should break out of with this news but the market is not purely logical, as sometimes it is mixed up or slow to the take, and that offers opportunities such as this (to) and rewards logical people who are on the ball.
I get the distinct impression that the CEO wants to lay low until we really want to draw attention to ourselves. His low key reports are very professional and positive for those who know where to find them. Otherwise we do have some debt and not a lot of cash and if we did draw a lot of attention, he'd have to waste more time on communications, and telling the story in order to combat naysayers who would short and knock the price down with basher BS. We are on the verge of breakeven. That is the turning point we need in order for the company to project itself into future green pastures for all. Just waiting for orders. Breakeven and beyond is more important that who we get the orders from, but if the orders come from Pepsi or Coca Cola that would be a plus in attracting more business.