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Technology Stocks : OLED Universal Display Corp
OLED 173.51+0.1%Oct 25 3:59 PM EDT

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To: ynotgoal who wrote (25890)4/21/2021 5:09:11 PM
From: slacker7112 Recommendations

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It is just a ballpark figure.

The inventory is held at cost so it represents roughly 20% of the potential sales revenue. $450m in material revenues is about half the consensus revs over the next 18 months. UDC should certainly have no problems holding off an raw material purchases for a few months if they know this is a short-term issue.

Surprisingly, the price of iridium isn't mentioned as a risk factor in their 10k. Maybe they have long-term contracts in place?
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