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Universal Display Corporation (OLED)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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137.30-2.80 (-2.00%)
As of 11:24AM EDT. Market open.
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  • A
    Anonymous
    Anonymous
    These things rarely go up every day. Stay strong longs, still the growth story we know and love...
  • r
    rlee
    rlee
    Looking ahead at events that will transpire... Please add to the list and mute anyone that adds no value or thoughtfulness:
    -OLEDs Q3'17 earnings call will be littered with questions from analysts about the composition of Apple iPhone Xs, impact on revenue, and projections.
    -By Q1'18 earnings, there will be an announcement for Samsung's new contract with UDC. The existing semi-annual license payment structure which is beneficial for Samsung as it was inked in a time when they were the first mover and got a sweetheart deal, will be removed in place of a deal similar to that of LG, and will be extended through at least 2022, squashing any doom and gloom spreaders about patent expirations.
    -Commercially viable phosphorescent blue will be announced by UDC Q3'18.
    -Customer base becomes more diversified in 2018 as manufacturing capacity comes online.
    -OLED display technology and performance continues to improve, resulting in a widening margin of performance and cost benefit, continuing the inevitable phase out LCD technology for all display applications. The market share of OLED will continue to increase, and new segments will continue the shift to OLED displays (e.g. tablet sized, laptop monitors, monitors). This results in more emitter sales and royalties to UDC.
    -New form factor of folding phone is released in 2019 by Samsung. Apple will wish it had the same technology.
    -A viable inkjet printing solution is commercial ready in 2019.
    -Dividend is doubled in 2018 to 0.24 per share.
    -Stock price hits $200+ in 2018.
    -UDC continues to maintain its superior emitter performance as there is really no other competing emitter material developer pursuing/researching/improving phosphorescent materials or with the expertise and resources. TADF is a completely different pathway with potential, but my guess is this won't be commercially ready by 2018 as stated (and may never be), or won't be competitive to UDCs existing materials on performance or price.
    -Within 3 years, UDC gets an offer to be acquired by a larger chemicals manufacturer such as PPG or Merck. This will be at a premium (guessing at least 75% above the then future stock price). Management and board seriously considers the offer because the existing team is ready to cash their even larger payday and retire (look at the age of team).
  • M
    Mark
    Mark
    KSEA; Stand up and walk away from your computer for a few days, or at least get off this site.
    While you had little to no credibility previously your morning whine ritual has gotten stale.
    I understand that you think you're right and that OLED tech will become passé in about 45 minutes.
    We've all heard it before from you, like 3000 times.
    Doesn't make you right. Only time will tell.
    But your incessant railing against the longs on this board have only served to further alienate you.

    You have begun to sound like Danny: But, but, but....
  • R
    Raybans
    Raybans
    I have been studying the blue issue.

    No one uses a PHOLED blue OLEDs because up to now they don't last very long and no one even makes it. So for blue they use regular OLEDs and take the efficiency hit or they use hybrids which are combinations of materials. Everyone uses UDCs red and green PHOLEDs because of efficiency and only UDC can make them because of patents.

    Samsung has what they call bio blue. I think this is another marketing ploy because they are basically saying they emit less unhealthy deep blue light and which they clam that LCDs do emit huge amounts of. Strange that they say that about LCDs being that they sell so many of them.

    There is what they call a B!1B2 blue which combination of light blue and deep blue and the deep blue is only used when you want a pure blue but if you want a color that is a combination of blue and another color they use light blue which last longer. Keep in mind that the more blue light is the higher energy it is an the harder it is to keep it from breaking down molecular bonds. That's the crux of the lifespan issue.

    What is the health issue with deep blue? Retinal damage. It turns out that 60% of the light emitted from an LCD is deep blue. And one reason for that is because the human eye is not as sensitive to blue so you need to emit more. Also when you convert blue light to other lite as with quantum dot displays you leak a lot of high energy deep blue light. Samsung is making an issue of this so they can sell their "bio blue" OLED displays but of course they don't talk about that for their QLED displays. Deep blue light is higher energy so you can better conversion to other colors. However it is bad for your retina.
  • T
    TheTechTrader
    TheTechTrader
    Harry Boxer has posted his Charts of the Day video on OLED at TheTechTrader site noting: Universal Display Corp. (OLED) swing trade is moving. It had a nice pop on Monday, and on Tuesday, it ran all the way up to 145.30 before backing off and closing up 5.50, or 4%, to 142.20, on 1.7 million shares traded. I think this looks like a 175.00-stock going forward. There’s 4.2 days to cover.
  • s
    stockpolitic
    stockpolitic
    I can't believe I actually bought OLED when it was PANL for $6 a share during the stock Market Meltdown!
    Even Worse, I can't believe I only bought a tiny position, that is now, not tiny!
    I did buy more at $32 and some more at $112, but I should've just loaded up at $6!!!!!
    20/20 can be quite cruel !
    lol
  • N
    Nightdaytrader9
    Nightdaytrader9
    Nobody ever talks about OLED only having 49 millions shares outstanding. Isn't there a good chance of a stock split coming? Price is now $143.
  • b
    best
    best
    Where did @Morgan go... People, please search all roof tops for man in his pajamas looking confused.
  • R
    Raybans
    Raybans
    I have been short many stocks so I understand the strategy. What I cannot imagine is what would motivate anyone to short this stock. All the financial reasons I have ever used to go short are not present here. My guess is they simply saw it go up in price for what they perceived to be too much in to short of a time and thought that this was all they reason they needed.
  • b
    best
    best
    Ignore Morgan, he's desperate. Another new high while Morgan waits to cover from $55. Congrats Longs!
  • r
    rlee
    rlee
    So that's the reason for the move today. Nice. Goldman Sachs raises its Universal Display (NASDAQ:OLED) price target to $161 from $150 and maintains a Buy rating.
  • J
    J
    J
    I believe that Mr. Lee is correct, and UDC will soon announce a commercially viable OLED blue.
  • s
    stockpolitic
    stockpolitic
    Oh, I forgot, I did buy a bit at 15, but I sold it for a pretty good profit last year
    Of course, I regret selling that position now, but at least I made a pretty good profit out of it
    It was more of a Sacrifice sell.
    In the well studied and scientific proven fact that once you sell, that stock spikes higher. lol
    So at least my other positions are taking advantage of that Sacrifice Sell
    The rest of you are welcome !! haha
  • T
    Tony
    Tony
    It's gotta be the Blue...Goldman Sachs wouldn't just put his neck out there like that unless he got something solid
  • h
    harry
    harry
    Just for Morgan and KSEA. As short idiots, they wont enjoy this but everyone else will!

    Equates to roughly 35 billion bucks---meanwhile microled sales might hit 220 million by 2020

    Samsung Electronics, the world's largest chipmaker, said it will invest 21.4 trillion won by 2021 to build new organic light-emitting diode (OLED) factories in Gyeonggi Province and South Chungcheong Province.

    LG Display, the world's largest LCD panel maker, unveiled a plan to spend 15 trillion won over the next three years to establish OLED factories in Gyeonggi Province and North Gyeongsang Province
  • D
    DD
    DD
    After a stock split of 2:1 or 3:1, shares would be more affordable and more attractive to first time investors
  • T
    Tony
    Tony
    After hours wow
  • B
    Benjo
    Benjo
    More than my target of 132..time to short.
  • n
    name1
    name1
    Notice today that aka Morgan and Ksea were both posting real early and puffing each other up with what great information they have found. Ummmmmmm. Wondering if they are the same. Both claim day trading and being if for the short term making money on the quick trades. ummmmmmmm. Anyhow, they go away after earnings and mysteriously pop up when it feels like a good time to tell us about m-led, qled, but never show any stocks moving like UDC. Oh well, good to have them around. They have a wealth of information.
  • A
    Anonymous
    Anonymous
    Brian Lee from Goldman says material sales will double if/when UDC solves blue. Can this be true??