I found the answer. 3.5mm by 3.3 mm. The picture I saw had no scale so i did not know the size. I found it on the platform brief included on press todays press release.
Thanks for the good post. I agree that their recent past does not look pretty. But I think alot of that was because Sports Chalet and Sports Authority, Wal Mart, and even Amazon were crowding their market. Now that SC and SA are getting out of the market we shoudl have a good run for a couple years. I also like the fact they now have some internet sales. MY guess is next couple quarters will be bad. But 4th quarter of this year will be a money maker. Skate to where the #$%$ is going.
This is one of the Colorado companies that NGL relies on to pay the bills. I felt pretty good about holding NGL when BCEI had sold off the Rocky Mountain project for $258 million but now that deal has fallen apart. BCEI is putting all future drilling on hold. Trying to preserve capital. I dont know if this is happening across the board in Colorado but my best guess is if oil does not rise quickly BCEI is going to have to close down. So the question I have is does their oil continue to flow? Does NGL continue to make $$ when their customer is freezing production? Or do they work out some sort of agreement? I am out for now. Sold yesterday at $8.17.
Alex, Thanks for all the knowledge regarding OLED. I actually sold my position last week. I might buy back in. Just watching for now. I will research the chinese competition again. I am pretty sure I have read about the chinese on Seeking Alpha and then I listened to the conference call and she refeenced the chinese. If I find any more info about this I will post the link.
If you listen to the most recent earnings call they talk about how the Chinese are building some OLED plants. Also I think Samsung manufactures OLEd. Not sure if they just do small form factor or TV's. Anyone have any knowledge about Samsung? So LPL will have some competition.
Man you have been around for along time. You must not have a day job? I too made a pretty penny off CAMP. I remember you from that board. I bought CAMP at .85 a share and have been slowly selling in the $20 a share range. We need to find another company like that. I like CDTI's technology and I like their board member Bell. But I dont like the way things are going right now. I am just watching and waiting to see if sales start picking up. .68 is pretty cheap. But you figure they will have to issue some more shares to get through 2016. Maybe after that it might be a buy?
They currently have $6.5 billion in assets and $4.5 billion in liablilities. Current market cap is only $920 million. SO it should double in value if market decides the assest are truly worth $2 billion more than liabilities. I don't like to value companies this way because alot of times they carry good will that turns out to not be worth what they carry it at. In this stock the good will is approx $1.4 billion. I like finding companies with low EBITDA values. This one currently trades at 11 times enterprise value. That is just ok. What makes this stock a great value is its low Enterprise Value/Revenue at .27. Really hard to find stocks that trade that cheap that have sound financials. With a current ratio of 1.5 i feel thsi company is reasonably sound. I bought in at $9.
I think it is weird that they have not announced anything more about either deal. Are they making any progress. I guess I am just nervous...