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To: qddb who wrote (29594)8/27/2025 1:56:41 PM
From: Col. Forbin10 Recommendations

Recommended By
Dkjunior143
ladcad
occams_phasor
oled2b
qddb

and 5 more members

  Read Replies (1) | Respond to of 29657
 
I held shares from early in the PANL days.

I sold out after the last earnings call. The semantics they used to essentially say that the LGD announcement fulfilled their "promise" to have blue available was simply too much for me. There have been past behaviors by management that bothered me, and that was my last straw.

It's been a long and winding journey. I'll never forget that spike the day that the first Samsung contract was announced, and thought it was the lighting of a massive fuse.

It did not turn out how I hoped, although I made some money.

Good luck to all remaining longs.



To: qddb who wrote (29594)8/28/2025 10:46:16 AM
From: RitzHuskie2 Recommendations

Recommended By
occams_phasor
toastr

  Respond to of 29657
 
I think everyone on this board is thinking that. I believe at this point this has become a show me stock with Wall Street in that they will not get any credit until additional revenues start physically flowing in whether it be from blue or the additional buildout from new expansions. There is distrust with them and the Street.

This would probably be at this time next year at the earliest. Probably dead money again for another year till then at best. Only tipping point for more revenue might be if blue somehow finds it's way into the 2026 line of some screens. Expansion is slated for late 2026 so that's a year away before we see anything. I just don't see the catalyst right now and like everyone on this board I'm becoming tired of waiting.