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

To: RitzHuskie who wrote (29550)	7/30/2025 2:24:01 PM
From: mikeemarc	1 Recommendation Recommended By oled2b Respond to of 29720

So true.. My back of napkin modeling re current forecasts of what I call smartphone units with estimates of all larger sizes like TVs, car displays, laptops, monitored estimated back with multiples to reflect smartphone units shows we are relatively undervalued when comparing share price to those units . So probably lots of reasons why that is which could include estimates aren't accurate or macro environment spooks folks or etc. Al that is to say once bitten twice and all likely in a wait to see results phase before going higher.. good luck all tomorrow. Mikee

To: RitzHuskie who wrote (29550)	7/30/2025 8:34:08 PM
From: occams_phasor	3 Recommendations Recommended By ladcad oled2b Troper52 Respond to of 29720

So many years of "Trust me bro!" about Blue

To: RitzHuskie who wrote (29550)	7/31/2025 8:08:55 AM
From: slacker711	3 Recommendations Recommended By CycleTed occams_phasor oled2b Read Replies (1) \| Respond to of 29720

The stock has been flat for 7 years and they haven't introduced a new product since green debuted in 2013. I think the fact that the board stayed so active has been a testament to the patience of UDC investors (well, maybe not me). If they had delivered on the 2022 promise of a commercial blue, then both the activity on this board and the stock price would be significantly higher. Instead, they gaslighted investors about both the timing and the architecture for blue. Now, its a race between blue revenues and a competitor capturing red/green share. Not a great risk/reward for a company still trading at roughly 30x earnings.