Comparing income to the last quarter, as others claim is more of an accurate estimate, you get:
Twenty-eight million in material sales for the last quarter.
Assume a increase in sales to Samsung to make preparations for the S6 and an increase in volume to LG, as they used inventory in advance of the license agreement; multiply last quarter by a generous 20%. You get thirty-three to thirty-four million in material sales.
License fees will be modest, maximum five million.
Total revenue: Thirty-nine million.
If expenses remain the same as last quarter, thirty-nine million. Profit equal zero.
That assumes favorable material sales. Much can go wrong predicting sales before the manufacturing capacity is ready. Yes, it is possible sales increased more dramatically; especially if LG is also using green in their televisions, but you can't rely on that. I am hoping for a break even quarter but preparing for a loss of three to five cents. I hope I'm wrong, and will be overjoyed if I am, but I just don't see the numbers adding up.
Hope you're correct. With delayed royalties from LG, the current quarter risks disappointing. Of course, we could get an increase in materials from Samsung to offset any LG decrease. Too many factors and not enough trailing data; everything , except Samsung, is relatively new and hard to predict. I've sold a few trading shares into the increase in hopes of a return to the mid to low thirties. I will be thrilled if I'm wrong but preparing for the usual irrational exuberance and hoping to profit by it.