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Technology Stocks : OLED Universal Display Corp -- Ignore unavailable to you. Want to Upgrade?

To: Gobacktoworknow who wrote (6997)	4/14/2016 6:56:53 PM
From: dca1125	Respond to of 29675

BOE up front will be interesting.

To: Gobacktoworknow who wrote (6997)	4/14/2016 7:12:15 PM
From: Cooters	Respond to of 29675

how much cash did lg drop on universal display? how much will BOE put up front? AUO? etc ? Think that might drive stock price? You could write a grad thesis on that. Yes, LG dropped major cash on UDC, upfront fees, prepaid royalties, etc. The stock rocketed up. Everything looked great, until Q4 numbers from LG sucked. UDC mgt had no explanation, no forecast, nothing. It calls into question what every potential license is worth. That is Exhibit A. Exhibit B is when will major customers 3 -10 come online. Without the answer to Exhibit A, we don't know how to value them. So as we sit, we don't know what customers 3-10 are worth, we don't know when they will come online, and we can't be sure they ever will. :)