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Diamond Foods, Inc. Message Board

rogerxavier2 130 posts  |  Last Activity: 15 hours ago Member since: Jan 8, 2012
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  • rogerxavier2 rogerxavier2 15 hours ago Flag

    "Delusion runs rampant in the pumper's world"

    Remember this from Aug 25?
    "I predict a high of $1.37 tomorrow.
    A stealth share price rise to lull the shorts into complacency."

  • rogerxavier2 rogerxavier2 15 hours ago Flag

    "Did this Co's Stock Go From $8.50 to $1 in the last 52 Weeks??"

    Even more impressive is the drop from $7.70 opening on Apr 16. to a low of $.88 on Aug 13 closing at $.92, an 88% drop in 4 months.

    There are those posting on this MB, bless their little pointed heads, who have found the silver lining of being able to show temporary gains up to 32% from .92 to 1.22 or a mere 84.1% drop from April.

    It's the deference in perception that makes a person what they are. Whether they see the glass as having 15ml of water left in it or 16ml of drug drool.

  • Reply to

    Here's something interesting

    by rogerxavier2 Aug 28, 2015 12:54 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 11:20 PM Flag

    Let's take Mark Margolis figures at face value. See "UniPixel: A Tragic End Or A New Beginning?" on SA.

    At $13/unit $1.4mil in Q2 revenue equals 107692 units for Q2. Taking the CFO modified cost of revenue at face value that would be $2.4mil to produce 107692 units or $22.28/unit. This is just for the sensor screen.

    Let's consider a few other things. From-UniPixel Reports First Quarter 2015 Results

    “Although Atmel was successful in marketing XSense’s technology advantages, we believe that high
    manufacturing costs related to catalytic coated film supplied by a third party prevented competitive pricing,”
    noted Hawthorne. “We are currently transferring the existing third party catalytic coated film process to the
    XSense Colorado Springs facility to bring the supplier’s catalytic coating film production process in-house. We
    expect to complete this modification within six months, and for it to significantly lower production costs and
    increase manufacturing capacity by the fourth quarter. The current manufacturing capacity at the Colorado
    Springs XSense facility is capable of supporting forecasted production requirements through early 2016.
    “We will then work to further lower the production costs of XSense through the application and integration of
    UniPixel’s existing manufacturing and material science technology, leveraging our development work and
    investment over the past few years. This includes electroless plating process improvements and changes to the
    catalytic film coating, both of which are expected to increase throughput and overall factory capacity.”

    So UnXL is going to obtain PET film from a 3rd party then apply it's own catalytic coating in house.
    Where is this catalytic coating coming from? Does UnXL have the know how and equipment to make there own? How much will the PET and catalytic coating cost? Has UnXL ever been able to get any in house processes right?

  • Reply to

    Here's something interesting

    by rogerxavier2 Aug 28, 2015 12:54 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 9:54 PM Flag

    "...a "Pre-Production Purchase Order for XTouch From a Tier 1 PC Manufacturer". The initial order was for a total of 2,300 sensors or roughly $30,000 in revenue"

    Great, they're selling a unit that cost them nearly $29.00 to make for $13.

  • rogerxavier2 rogerxavier2 Aug 28, 2015 5:53 PM Flag

    ".will be interesting to watch the circus unfold to say the least."
    The carney has already arrived with fake shows and misleading barkers. Anybody who thinks that any pharma company is interested in this dog and pony show is a Rube.

  • Reply to

    Here's something interesting

    by rogerxavier2 Aug 28, 2015 12:54 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 5:14 PM Flag

    "By your logic/reasoning, Alibaba is giving away touch screen free ( $0 ) because I saw this post there also."
    RUFKM? You don't know that Alibaba is not a manufacturer but the provider of a market place?
    "TFT display 3.5 inch capacitive touch SCREEN LQ035NC111 from Innolux
    US $0-30 / Piece (FOB Price) -- repeating here for clarity US $0 to $30 per piece."

    For clarity, did you consider that the touch SCREEN would be thrown in for free if a sufficient quantity of touch PANELS using that SCREEN was ordered? Not much of a businessman are you?

    There are more where that came from:
    10.1inch capacitive touch panel (this is the size of the HP Omni screen ATML was contracted with HP to ship.
    FOB Price:
    US $1 - 20 / Piece | Get Latest Price
    Min.Order Quantity:
    100 Piece/Pieces

    Here is the screen size mentioned as being a target market in UnXL CC.
    7 Inch Capacitive Touch Panel
    US $11.4-11.7 / Piece ( FOB Price)
    3000 Pieces (Min. Order)

    As you didn't challenge the Cost of Revenue averages I'll assume that you accept the per piece cost which is much higher than the top retail price of the above.

    I put in a request for a quote on 25K of these:
    For HP Omni 10 front glass touch panel
    FOB Price:
    US $10 - 100 / Piece | Get Latest Price
    Min.Order Quantity:
    1 Piece/Pieces Reasonable Price
    We'll see if they reply.
    That will give you time to assemble and happily provide "the proof (i)t is one of the best sensor recognized by industry."

  • rogerxavier2 by rogerxavier2 Aug 28, 2015 12:54 PM Flag

    From Alibaba at retail prices:
    USB 7" capacitive touch screen
    FOB Price:
    US $1 - 29.5 / Piece

    Multi touch 15.6 inch capacitive touch screen,multi touch screen,capacitive touch for open frame monitor
    FOB Price:
    US $1 - 150 / Piece

    Multi touch 32 inch capacitive touch screen,industry-grade capacitive touch for open frame monitor
    FOB Price:
    US $1 - 150 / Piece

    These are touch panels arrays with PCBA control boards and USB connectors included. All are as low as one dollar per unit depending on order size.

    July 28,2015
    "UniPixel Delivers The One-Millionth Touch Screen Sensor Produced at its Colorado Springs Manufacturing Facility (Uni-Pixel " ( let's assume that since ATML produced those units this is the truth)

    From Wikipedia,"Work done at Quantum led to the 2012 release of Atmel’s XSense product line".
    Rounding off here and not taking into consideration that of the three HP lines once supplied only one still exists or the discontinued ASUS contract, three years of production = 1 million sensor units (not touch panels).
    The quarterly average is 83.333K units.
    Revenue from Q2 was $1.4(rounded up)million.
    The price on average of each unit sold was $16.80. The cost of producing each unit, using CFO adjusted numbers, was $28.80, a $12/unit loss.This is just for the sensors.

    How does UnXL come out ahead when it cost them $28.80 to produce a sensor alone when a complete touch panel array in the sizes UnXL is targeting can be purchased for as little as $1?

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 11:48 AM Flag

    "Roger, if you want the proof, ask for it any time and I will happily provide the proof. It is one of the best sensor recognized by industry."

    I assume that by it you are referring to Xsense as InTouch has been abandoned and XTouch does not exist outside of the laboratory samples?

    Please, do publish your "proof".

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 11:46 AM Flag

    Hey fake Alpo, have you realized yet that not every global display is a touch screen?

    Where to begin?

    " Still, it is just one man's opinion"
    Stan Yang is a person of enough eminence to be invited to speak at the conference which seems to excite the OP. I didn't see Jennifer Colegrove's name on the list of presentations. On the other hand JC has proven time and again the hers are just one woman's opinions and that they are in need of constant revision.

    "Does Applied Materials make touch panel? "
    Really Fakepo? Google doesn't work for you? Are you sure you're doing it correctly?

    " Profitability and bottom line is what really matter in the end."
    Where are your solid figures, not foresee's or anticipation's, that UnXL will ever be profitable? Here's my record: For years I have stated that UnXL would NEVER bring InTouch into commercial production. Now that management has fled to another company using a different process I think we can check that prediction off as true.
    I've stated that UnXL PPS would fall precipitately and get below a dollar. Check.
    I've stated that UnXL will end up in BK. Still waiting on that one but 2016 isn't here yet.
    I've stated UnXL is nothing but a scam. So far only the bankers,management, and those who saw it as a scam have meaningfully profited from UnXL's lies, missed goals, excuses and manipulations.

    "metal mesh is gaining traction due to the trend toward flexible, curved, and larger touch screen."
    There is now only the possibility of a market for curved or flexible touch screen.The projections you're touting are, as above just opinions from one static point in time. I guess you missed the part about roll to roll ITO plastic film? Non ITO will have a part to play but UnXL will not be one of the players.

    Whatever bonus my replies garner for your coterie of pumpers you are welcome to.

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 12:36 AM Flag

    "There is proof of it."

    Here's a presentation which relates to UnXL

    "11: 30-12: 00 Applied Materials, Inc. Stan Yang Sales Manager, WEB Coating Products
    ITO: Still the best choice for Touch (ITO touch is still the best choice)"

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 28, 2015 12:04 AM Flag

    "The winds of change are coming."
    The list of 320 exhibitors does not show anyone remotely connected to the yet to be produced XTouch. Maybe the winds you hear are coming out of your ess.

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 9:28 PM Flag

    "Desperation is in the air."

    Desperation is claiming that, "XTouch is the darling of Touch Taiwan" when neither ATML nor UnXL are exhibitors.

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 9:11 PM Flag

    ITO film, here's TDK's entry-
    "TDK's ITO transparent conductive film is a product where an ITO layer has been applied on PET film with the sputtering method. Since low-resistance and improved total light transmittance have been achieved with this method, our ITO transparent conductive film is optimal for the electrostatic capacity method touch panels that have been adopted into devices such as smartphones and tablet PCs...
    The projected capacitive type has eliminated this disadvantage and made multi-touching possible. It gave birth to the touch panel with a structure where two transparent electrode layers that form the X-axis direction and Y-axis direction electrode patterns have been stacked together."
    Article has picture of roll to roll film.

    Not to mention embedded during manufacture touch sensors modules.
    UnXL's model T fades farther into the past daily.

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 8:45 PM Flag

    " switch over to your chester account and Ill answer"

    You'd only be lying. You really should check out some of the stuff and companies presenting.

    What's this,flexible ITO film? Say it ain't so.
    " ITO is a clear, conductive liquid/film and here we have it as a coating on a flexible plastic (PET) sheet. This is a very interesting and fun material, also used in scientific research and LCD/OLED manufacture! One side of the plastic is coated in ITO, you can use the flat of a blade or similar to scrape away some of the film to create 'traces'. It may also be possible to use a laser cutter to pattern it. We're looking forward to seeing what people do with this cool stuff!"

  • Reply to

    Someone is buying

    by luckylass57 Aug 27, 2015 6:31 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 8:09 PM Flag

    " Let them figure it out the hard way"
    The paid pumpers are already in on it and the not so smart retail will not believe it regardless of how often told.

  • Reply to

    Someone is buying

    by luckylass57 Aug 27, 2015 6:31 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 7:59 PM Flag

    " Not sure who is buying", the same entity who is selling.
    80K shares sold at 1557 hrs. in addition to the shares sold during the day. 20K shares bought back by 1559hrs. The seller buys back a fraction at end of day to make the PPS look like it is rising then sells from its cache of shares in the red at a higher price the next than bought.
    For instance; HB buys between 90 and 95 cents for several days then paints the tape at $1.02 in order to convince you that buying at $1 the next day is a good deal. Repeat daily until shares are gone then let the PPS fall prior to next payment from UnXL. HB takes payment in 70 cent shares then pushes the price up during the next cycle leading up to crash before payment etc.

  • Reply to

    XTouch is the darling of Touch Taiwan

    by kool.breese Aug 27, 2015 7:07 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 7:39 PM Flag

    "Word is drifting across" your mind like delirium tremens.
    Did UnXL even go?

  • Reply to

    Refinance the float

    by zzworkert Aug 27, 2015 4:24 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 6:17 PM Flag

    "Have to pay with cash, have 14 mil remaining"

    UnXL owes HB around 9 mil and has ongoing manufacturing and administrative cost of over 5 mil per quarter. How are the scammsters going to get paid in Q4 if piz alla $ away now?

  • rogerxavier2 rogerxavier2 Aug 27, 2015 5:53 PM Flag

    I'm going to go with October 1st.
    The HP contract with ATML used CIT coated film for the sensors. CIT would be obligated to see out that contract. The transfer of CIT's expertise from ATML to UnXL Expires no later than 10/31/15 ( From Announcement of CIT Technology Licensing Agreement Released : 17 Apr 2015- CIT has also entered into a short-term coated film supply agreement with UniPixel with a latest expiry date of 31 October 2015. The agreement is expected to result in a breakeven position for CIT during this period prior to the costs associated with the likely closure of CIT's Cambridge facility, which are not expected to exceed £1.5 million ).

    CIT is staying through the end of Oct. to mop up any last minute delays and loose ends.

  • Reply to

    Refinance the float

    by zzworkert Aug 27, 2015 4:24 PM
    rogerxavier2 rogerxavier2 Aug 27, 2015 4:54 PM Flag

    "Now is the time to pay to off "
    With what?

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