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

To: slacker711 who wrote (10719)	5/4/2017 3:58:07 PM
From: ZikZak	2 Recommendations Recommended By Advanced OLED Cooters Read Replies (1) \| Respond to of 29657

FWIW, I am on vacation so won't be able to participate in the pre-earnings banter (zikzak?)... The big question mark is probably developmental material sales which set a record last quarter. slacker, well there goes any usefulness on my part pre the Q1 report! But, you are right. Q4 developmental materials were $6.9M, triple the average of the previous three quarters. Here we are more than two months later and we still don't have any explanation of why that was. No analysts noticed it last CC. Have any of the analysts taken a stab at it since then? How can they have any predictions about Q1 unless they have resolved this mystery? Samsung clearly was the user of these materials, as their Q4 revenues were up sequentially by over $6M (ex-license fee). Are we being set up for the same big let down from Samsung we had in Q1 2016? Fortunately, analyst consensus for Q1 is $33.76M, a greater than $3M reduction from Q4's $37M (ex-Samsung license fee), so at least we're not fighting too much over-exhuberance despite these $100 price targets. And we should see contribution from the new higher priced deep red. Possible upside surprise: Last quarter we had oled-a telling us that BOE was ahead of their scheduled production start date of H2 2017 for their 45k substrate/mo Chengdu plant. But UDC told us at the last CC to forget about it, don't expect anything until early 2018. Now we have digitimes reporting that Tianma has started production at a new 30k/mo Gen 6 plant at Wuhan, three months ahead of schedule. Is there any validity to this story? Or is it another forget about it? I hope someone asks today. 30k/mo Gen 6 is double the area of LGD's pilot M1 plant which produced almost $10M in revenue per q to us at startup early 2014. And finally... will any of these so-called analysts ever ask about EverDisplay? Don't hold your breath.