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   Technology StocksOLED Universal Display Corp


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To: FenTech who wrote (26233)8/5/2021 4:56:12 PM
From: I'manoledguy
   of 27443
 
Progress on Plasmonic oled?

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From: ZikZak8/5/2021 5:00:04 PM
3 Recommendations   of 27443
 
South Korea sales went from $68.0M (Q1) to $86.3M (Q2).
China sales went from $60.5M (Q1) to $36.3M (Q2).

With LGD Guangzhou operating full out at 90k substrates/month, I thought the only way this would be possible is for Guangzhou sales to have been recharacterized from Chinese to South Korean. But that can't be right, as Q2 Samsung+LGD is about $100M, almost $14M too high for this to be the explanation. Anyone have this figured out?

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From: Col. Forbin8/5/2021 5:31:16 PM
   of 27443
 
Jeebus...sorry I jinxed us with the "lumpiness" post earlier. :-(

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To: ZikZak who wrote (26235)8/5/2021 5:31:38 PM
From: slacker711
1 Recommendation   of 27443
 
South Korea sales went from $68.0M (Q1) to $86.3M (Q2).
China sales went from $60.5M (Q1) to $36.3M (Q2).


With LGD Guangzhou operating full out at 90k substrates/month, I thought the only way this would be possible is for Guangzhou sales to have been recharacterized from Chinese to South Korean. But that can't be right, as Q2 Samsung+LGD is about $100M, almost $14M too high for this to be the explanation. Anyone have this figured out?



Shouldn't we take this at face value?


The non-BOE/Guangzhou Chinese revs fell off a cliff.

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From: Col. Forbin8/5/2021 5:45:26 PM
1 Recommendation   of 27443
 
It sounded like the analysts were *begging* them to at least acknowledge that they might be sandbagging, and they just persisted in referring to potential chip shortages "that may or may not" be a problem, etc.

I'm sorry.....just pretty salty at that dumpster fire call. Between the above, repeated use of the "lumpiness" moniker again, and lots of barely audible answers that sounded like they were underwater, I just needed to vent.

It's mind-boggling to me how truly unsophisticated and unpolished these calls continue to be, year after year. Just maddening.

Have a good evening folks....the numbers themselves were good!

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To: Col. Forbin who wrote (26238)8/5/2021 5:59:19 PM
From: oledfan52
2 Recommendations   of 27443
 
Totally agree with your frustration. I have been a LT holder and can't recall a CC that got me or any analysts excited. The Q&A section is particularly painful to listen to. Management sounds as if they really dislike analysts probing into their business and continually offer minimal and uninspiring answers. Still a believer in the technology LT but these guys give the impression that they aren't really focused on increasing shareholder value. Don't see any major catalysts in remainder of 2021 to move us to new ATH. Let's hope 2022 is the year for some significant movement upwards.

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From: CentralParkRanger8/5/2021 6:04:20 PM
1 Recommendation   of 27443
 
Stock is down after hours to $225. Management did a great job killing its own stock. As always.

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To: CentralParkRanger who wrote (26240)8/5/2021 7:22:14 PM
From: AdventureCapitalist
1 Recommendation   of 27443
 

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To: Col. Forbin who wrote (26238)8/5/2021 9:06:37 PM
From: occams_phasor
   of 27443
 
They are who we thought they were
Conference calls are a huge weakness

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From: I'manoledguy8/5/2021 9:41:57 PM
1 Recommendation   of 27443
 
Not a fan of Zacks but they mention the conference call---

Stock down to 226.00 On what, a few hundred shares--many trades just one share or 5 shares or 10. Used to be called painting the tape.

finance.yahoo.com

Safe to say they are cautious --Can't be sued for hyping the stock that's for sure.

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