GBA Presents: House of Gummy-!

Don't take this as gospel but

ULTA Feb 2024 500.000 call
OPR - OPR Delayed Price. Currency in USD
Follow
2.5600-0.6100 (-19.24%)<--- small discount.
As of 12:43PM EST. .



:rolleyes:
ULTA Feb 2024 500.000 call

OPR - OPR Delayed Price. Currency in USD
Follow
4.6000+1.5000(+48.39%) <----------------- Who loves you?
 
The future is bright for OLED screens
Universal Display develops the patented technology behind organic light-emitting diode (OLED) screens. It sells licenses for these power-sipping display elements to screen-building specialists, who in turn sell their OLED products to makers of high-end TV sets, most smartphones on the market these days, and other electronic devices. The company earns a little extra by reselling actual OLED materials manufactured by specialty chemicals giant PPG Industries(NYSE: PPG).

Both license royalties and material sales are based on the total area each screen-building partnerships out, so the shift from small phone displays to much larger TV screens should accelerate Universal Display's revenue and profit growth as OLED TVs take over the mainstream TV market. Don't laugh -- the same thing happened in smartphones over the years, moving OLED screens from the highest-end handsets to broad availability in mid-range devices. I expect another helping of that lucrative market expansion.

The company enjoys several important catalysts right now. For example:

  • Average screen sizes are growing, thanks to more exposure in the big-screen TV sector.

  • The portfolio of revenue-generating materials is about to expand from red and green pixels to the full red, green, and blue spectrum -- plus supporting host materials for each color.

  • End-market device designers are taking wider advantage of OLED's unique qualities such as transparent, roll-up, and foldable screens.

  • Leading customers such as LG Display(NYSE: LPL)and Samsung Display(OTC: SSNL.F)are expanding their OLED manufacturing facilities at breakneck speed, unlocking economies of scale and lower consumer-level prices for OLED-based devices of the future.
Other potential value boosters include new clients in China, more efficient manufacturing processes similar to industrial-scale inkjet printing, adoption of OLED screens in professional systems such as network switches and data center laptops, and the introduction of OLED-based lighting panels. It's honestly hard to keep up with Universal Display's sheer number of business-boosting projects.

But Universal Display's stock isn't getting the investor respect it deserves. Share prices fell 31% over the last three years, driven by weak demand for new phones and OLED television sets in the late-COVID era and the inflation scare that followed.

Like night follows day, that low demand should bounce back in a stronger global economy, helped by the plethora of catalysts discussed above. Furthermore, people should eventually feel a stronger need to upgrade aging phones and TVs from the pre-coronavirus period.
 
At one time I had a chunk of this and I'm pretty sure it was $3.00. I'm sure the name is here in my search./ dfamn

MacroGenics, Inc. (MGNX)
NasdaqGS - NasdaqGS Real Time Price.
12.66+0.65 (+5.46%)
As of 01:31PM EST. .
 
ichart-1845337-930-180-60.png
 
Back
Top