At this point LG is the big hope for this stock as of August 2015.
(1) Samsung is a frenemy, in so far as they'll buy companies in order to get around having to pay UDC. The contract with Samsung expires in 2017, and it would not even be too shocking to see them try to pull some funny stuff around that.
(2) Samsung isn't doing jack with OLED TV right now which is where the materials usage would be. They're not really even trying very hard with tablets and doing nothing about laptop screens. In other words they're thinking small so far.
Management's trustworthiness has taken a hit, because they set fire to $33 million and flushed it down a toilet. Or because their relationship with Samsung is so bad they had no idea that was coming.
Rumors are not news. Anything about Apple is rumor, and if I had a dollar for every rumor about Apple and OLED I'd be rich and wouldn't care so much that my OLED stock is down this week...
They've had two terrible conference calls out of the last three.
By Maxx Chatsko's calculation the likelihood of hitting their estimates for this year is tiny... yet they didn't lower estimates... and if they miss, it's three bad calls out of four or perhaps four out of five. Not exactly the climate you'd want to have if you were on a trajectory needing to raise money at some point by selling more shares.
The only thing that saves them is a good news announcement that isn't fluff, where some analysts can estimate large positive impact, unlike what happened with BASF and UPS where the details are lacking and at the CC they answered about UPS with weasel words.
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here's the scientific paper:
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Iridium Cyclometalates with Tethered o-Carboranes: Impact of Restricted Rotation of o-Carborane on Phosphorescence Efficiency
Young Hoon Lee †, Jihyun Park †, Junseong Lee §, Sang Uck Lee *‡, and Min Hyung Lee *†
† Department of Chemistry and EHSRC, University of Ulsan, Ulsan 680-749, Republic of Korea
‡ Department of Applied Chemistry, Hanyang University, Ansan 426-791, Republic of Korea
§ Department of Chemistry, Chonnam National University, Gwangju 500-757, Republic of Korea
J. Am. Chem. Soc., Article ASAP
Publication Date (Web): June 15, 2015
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"Researchers from Korea's Ulsan Institute of Technology announced that they have developed a new technique that can improve the efficiency of Iridium-doped phosphorescent emitters by more than 30 times."