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Universal Display Corp. Message Board

ynotgoal 40 posts  |  Last Activity: Sep 3, 2014 10:17 PM Member since: Apr 22, 2006
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  • ynotgoal ynotgoal Sep 3, 2014 10:17 PM Flag

    Generally this question is looking for some news item to justify the price change. Maybe there's something like that but I would say it is most likely trading on technicals for the moment. It was close to filling the gap in the 10.70s but held the support trend line from the recent lows.

  • Reply to

    Samsung Unpacked event streaming live now

    by bigdogtone7 Sep 3, 2014 9:27 AM
    ynotgoal ynotgoal Sep 3, 2014 3:30 PM Flag

    Right, they get a 25% improvement over the Note 3 from using the new green emitter. They lose some from QHD higher pixel density. Net is it is improved 7.5%(?) from the Note 3. There were reports Cheil's green host would be used in the Note 4. We'll see if that turns out to be true. Also does the new material set have the new red emitter?

  • Reply to

    LG VIDEO..........sent to me by one of the longs

    by dca1125 Sep 1, 2014 8:32 AM
    ynotgoal ynotgoal Sep 3, 2014 9:13 AM Flag

    "why doesn't LGD, which has a lead in using amorphous IGZO to drive high currents, combine their tech with Samsung, who has a lead in high resolution, large area OLED patterning -- and create the ultimate OLED TV?"

    It's an interesting question. The Samsung RGB TVs do get really good reviews but aren't without issues. Blue lifetime is a bigger issue with a TV than phones. There is also an off axis viewing issue with the Samsung TV. That said, I doubt Samsung wants to give their small mask scanning technology to LG anymore than LG wants to give their WOLED technology to Samsung. They tried to negotiate a cross-license deal but never came to an agreement. Still by all accounts LG is the Korean display company working with Kateeva on printing RGB. Also, Samsung is working on IGZO for OLED applications. It seems like your RGB IGZO combination will be the technology in the end.

  • The well-known bus maker Golden Dragon, based in Xiamen, has rolled out its fifth generation of hybrid buses, combining the strengths of plug-in hybrid vehicles made by Toyota, Honda, Ford and GM. Chen Dulian, the Technical Director of Golden Dragon reveals, "our new plug-in hybrid bus has inherited all the state-of-art technologies we have mastered in this field. It can cut fuel consumption by 51%."

    After initiating the super-capacitor technologies in hybrid buses, Golden Dragon's plug-in hybrid bus boasts duel electric power source, namely a super capacitor and a lithium battery. Corresponding to the motor's double winding, the vehicle effectively enhances the motor's efficiency and shortens the distance for energy transmission, thus improving its overall fuel economy.

    Through the intelligence distribution of electric control system, Golden Dragon's composit energy storage technology provides more flexible space for high-powered lithium battery and super-capacitor to take part in the driving and braking process of the vehicle. In doing so, it enhances the durability of lithium batteries and improves the recycling rate of braking energy. In addition, the bus is capable of operating for over 30 km while wholly powered by electricity.

    Currently, Golden Dragon is working extra hard, continuing to take the lead in the field of plug-in hybrid buses.

  • Reply to

    LG VIDEO..........sent to me by one of the longs

    by dca1125 Sep 1, 2014 8:32 AM
    ynotgoal ynotgoal Sep 2, 2014 1:30 AM Flag

    "I do not know the details of that IP as to scope, age or strength"
    In terms of age it runs through around 2023 or so. It seems pretty well accepted there would need to be license to use WRGB.

  • ynotgoal by ynotgoal Aug 28, 2014 2:11 PM Flag

    Dannye369, this is kind of a high maintenance stock (like OLED). Lots of potential along with some risks so it has a lot of volatility and requires constant watching. On your question about buses for 2015, I think the analysts estimates are probably as good as any estimate based on what we know at the moment and that is how they get to $15-20 price targets. The market is focused on buses but there are other potential catalysts: engine start modules have been in testing by truck fleets for a while, auto applications for regenerative braking and now eturbo, energy grid stabilization, wind turbines, trains, etc. I would not invest based on rumors about Tesla. There is also the Corning alliance that we should hear more about soon. If those opportunities materialize in a meaningful way they will boost expectations higher. If not, the downside is probably limited by tax credits and the fairly stable microelectronics and high voltage businesses giving a book value around $5 not including ultracapacitors at all. Just my two cents worth. I'd be glad to answer questions but make your own decision about whether a stock is the right investment for you.

  • Reply to

    Apple going with Plastic OLED for I -watch

    by qtmmnutcase Aug 28, 2014 8:26 AM
    ynotgoal ynotgoal Aug 28, 2014 1:26 PM Flag

    Danny, I saw your question there and was going to reply but your post was deleted. In order to not clutter this board, I'll post something there in a bit .

  • Reply to

    Apple going with Plastic OLED for I -watch

    by qtmmnutcase Aug 28, 2014 8:26 AM
    ynotgoal ynotgoal Aug 28, 2014 1:03 PM Flag

    P-OLED just means it is using a plastic substrate. Not to be confused with POLED, the polymer materials made by Sumitomo. They should still be using UDC materials.

  • Reply to

    2 More Patents Granted

    by jackgotney Aug 26, 2014 10:04 AM
    ynotgoal ynotgoal Aug 26, 2014 11:17 AM Flag

    The patent shows progress on blue and it is clear they are getting closer to a commercial blue. However, while this patent was granted today, it was filed in December 2009 and if it by itself was the whole answer it would have been commercialized by now.

  • Piper, which maintains an Overweight rating and $18 target on Maxwell (MXWL +9.7%), highlights a Chinese media report that states 120K plug-in hybrid buses could be sold in the country by 2015. Piper's estimates currently imply only 24K and 32K units in 2014 and 2015, respectively.

  • Reply to

    Ridiculous Conference call guidance

    by cascademtnclimber Jul 31, 2014 6:07 PM
    ynotgoal ynotgoal Aug 12, 2014 9:08 AM Flag

    "He is saying bus orders are spotty/unpredictable because he thinks there is a lack of (and delayed)Chinese infrastructure to support new energy buses. But here's the problem with that statement. Maxwell capacitors are in almost no all-electric buses, they are in hybrids. And the beauty of Plug-in hybrid buses is you DONT NEED any new chinese infrastructure to support those types of buses. So why give that answer?"

    Fink presented at the Jefferies conference yesterday. He said Maxwell is in some all-electric buses though it is a smaller market share than plug-in hybrid and with smaller content. His concern was the increase in the number of all electric's vs plug-in hybrids. End of last week (following the conference call) he got some reports that plug-in hybrids would be larger due to the lack of infrastructure for all electrics.

    The presentation was filled with him being "very confident", seeing "increased momentum", and "new products". Also a couple directors are buying shares.

  • Reply to

    Ridiculous Conference call guidance

    by cascademtnclimber Jul 31, 2014 6:07 PM
    ynotgoal ynotgoal Aug 4, 2014 10:44 AM Flag

    A new CEO will often make their first conference call a "kitchen sink" quarter where they bring up everything they inherited that could possibly be bad so that it sets a low bar to beat (if things go well they did great, if things do go bad it's what they inherited). Fink certainly pulled that off. My favorite quote was even when he was optimistic he was cautious.. "And I am cautiously optimistic that we have more news to share in the very near future with respect to progress in the rail market." So the stock trades exactly where it was before John Warwick gave his presentation at Stifel on Feb. 28. Expectations then were for no auto deals, no bus sales, very little engine start modules, maybe even no Corning deal, etc...

    Zikzak, have you been following this stock for long?

  • Maxwell (MXWL) Risk-Reward Favorable into Q2 Report on Recent Pullback, FY15 Bus Read Through

  • ynotgoal ynotgoal Jul 24, 2014 5:17 PM Flag

    is the WOLED from Sony beneficial to our little company Universal Display?
    is the Sony 6.14-inch Trimaster El OLED display, made with PHOLEDs?
    Japan Display is supposed to be starting up a 4.5gen line to make small/medium size WOLED screens. They are a customer of Universal Display. If that is the source then they would likely be using UDC materials. I don't think Sony has a facility to make these screens as well as the monitors which are RGB rather than WOLED but you never know.

    If it's a WOLED wouldn't they have to pay LG for their IP?
    I think they probably would need a license from Global OLED Technology (GOT) which last I recall was 2/3 owned by LG companies and 1/3 owned by Idemistu.

  • Reply to

    Interesting action this morning...

    by g_wms Jul 24, 2014 11:28 AM
    ynotgoal ynotgoal Jul 24, 2014 3:46 PM Flag

    There are "investors" and "traders". As an investor the stock has a lot of potential growth ahead of it. However a lot of momentum traders jumped into the stock on the recent move up and a 50% retracement of the move from 8 to 18.50 to support at the base of the breakout isn't all that uncommon. On the other hand check out the options volume today. Over 1000 Sep 12.50, 2400 Dec 12.50, 1000 Dec 15, and even 200 March 10 calls bought today in a stock that normally has very little option trading.

  • Sonys new smartphone flagship the Xperia Z3X features a 6.14 inch Trimaster OLED Display. The display has the same technology (Top Emission) like the broadcast monitor series. We think that the display can be produced in co-operation with Japan Display or in the same fab where Sony produced the broadcast monitors 7.4 to 25 inch size. The 6.14 inch Trimaster OLED has a Top Emission White OLED Pixel Structure with 2560×1152 Pixel resolution by 101% NTSC Color. The source think also that this smartphone features a 22 Megapixel, 2/3 inch main camera. The processor should be a 64-bit Snapdragon 810. The smartphone’s overall dimensions, will be 69.5 × 150.1 × 7.9mm, and based on the rendered shot, the device will also be accompanied by some rather professional-looking photo-centric accessories. We think that the Xperia Z3X will be introduced in 2015.

  • UDC has 52% upside to target price. Story on Wall St Journal

  • Reply to

    new patent

    by biotje Jul 15, 2014 6:40 PM
    ynotgoal ynotgoal Jul 18, 2014 1:27 PM Flag

    UDC's first fundamental OLED patent expires in 2017 in the U.S. but not until end of 2018 in the rest of the world. The case to match those up would be stronger if the Samsung contract lasted through 2018.

  • According to news from Shanghai Government News Press on 15th July, Shanghai has already drawn up the plan for promoting new energy buses, which aims at introducing 13 thousand new energy buses. Among them, the non-native brands should be higher than 30%, the ratio of the new energy buses among the newly added or replaced vehicles for public transport, public affairs, sanitation, logistics should be higher than 30%, and around 6,000 various charging posts will be installed.

    From January to June this year, there are 1,436 registered free license plates for passenger vehicles. Although the license plates have not been fully used, Shanghai will allocate 20 thousands license plates to them for free to the year of 2015 to encourage the development of new energy buses. There will be around 2,000 new charging posts, which are mainly located in places such as Jiading Motor City. Comparatively speaking, there are not so many charging posts tailored for communities and public areas.

    There will be 40 thousand yuan subsidies for pure electric buses, and 30 thousand yuan subsidies for plug-in hybrid buses in Shanghai. According to the subsidy policy of this year, Roewe 500 plug-in hybrid bus, for example, will get a total subsidy amounting up to 63 thousand yuan. In some districts such as Minxing, there will be another 20 thousand subsidies. From this September, the new energy bus will be exempted from the purchase tax.

  • Reply to

    Whose supercapacitors are in the Toyota TS040?

    by debra4653816 Jul 16, 2014 8:30 AM
    ynotgoal ynotgoal Jul 16, 2014 9:47 AM Flag


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