jr
Junior Member
Posts: 134
|
Post by jr on May 11, 2013 10:59:17 GMT -5
By Avi Salzman on Page #25.
|
|
|
Post by newyorkled2008 on May 11, 2013 11:07:47 GMT -5
|
|
|
Post by newyorkled2008 on May 11, 2013 11:11:33 GMT -5
Great find JR!
Folks Scan down that page to maybe the Eighth Paragraph wherein Kodak is discussed.
Therein is confirmation of extremely possible 50/50 Revenue Sharing split betw. Kodak and Unipixel as stated by Unipixel CEO Reed Killion. Also mentioned is how the Kodak deal with Unipixel is 'Non Exlclusive' meaning they're able to create other similar relationships with other companies.
|
|
|
Post by goldentouch on May 11, 2013 13:37:20 GMT -5
You guys do understand that this kodak board has started to rumor of a 50/50 rev split. The CEO of UNXL is not comfirming and neither is kodak.
(ok just needed to make 50 cent on this post, needd it for a bag of chips)
Your local reality check is brought to you by golden touch
|
|
|
Post by busted1964 on May 11, 2013 13:38:12 GMT -5
online.barrons.com/article/SB50001424052748704253204578468930624884440.html?mod=BOL_hpp_mag#articleTabs_article%3D1Touchscreen technology is one of the hottest areas in computing, and multiple companies are racing to make screens bigger, smarter, and more responsive. Little Uni-Pixel has made especially big waves in this arena lately, even though its products aren't yet commercial. Its key product, UniBoss, is a copper-mesh film that sits under glass in touch-sensitive devices. The company says it is cheaper and more responsive than current sensors, most of which rely on a competing technology involving indium-tin oxide, or ITO, conductors. Bullish investors say Uni-Pixel's technology will become an integral part of the touchscreen supply chain, and are betting accordingly. The company's stock (ticker: UNXL), which traded in the single digits for more than four years, suddenly took off in December and has rallied feverishly since, to a recent $34.48. At least one brokerage firm has a price target of $60, which implies a market value of $720 million, up from $415 million last week. Bears have also set their sights on Uni-Pixel, which they contend is better at promoting products to investors than bringing them to market. As of April 15, they had borrowed 45% of the public float to place short bets against the shares. So far, the naysayers have taken a painful licking, or "gotten our heads ripped off," as one short seller graphically put it to Barron's. But much of their skepticism seems well placed. Uni-Pixel is entering a crowded field and aiming to compete against far more experienced producers. Its failure to commercialize products in the past, despite striking deals with deep-pocketed partners, also concerns the bears. Then there is management's record at other companies. Several insiders have a history of technological innovation, but a poor one of making money for public investors. Formed in 1998, Uni-Pixel was taken public in 2006 in a reverse-merger with a company called Realestateforlease.com. The company is based in The Woodlands, Texas, and employs 28 people. It reported a total of $515,000 in revenue from 2007 through 2012, while racking up nearly $50 million in losses. Last year it lost $9 million on revenue of $76,154. Uni-Pixel has $15.7 million in cash, however, partly due to a series of secondary stock offerings. Last month it sold 1,374,250 shares for $32 apiece, bringing its total share count to 12 million. In August 2012, it sold 3.1 million shares, for a considerably less lofty $5.25. CEO Reed Killion says the market for touchscreen sensors like UniBoss could exceed $10 billion. Analysts expect the film to sell for $20 or more per square foot, and Killion says profit margins could be "north of 50%." Cody Acree, an analyst at Williams Financial Group in Dallas, predicted in a recent report that Uni-Pixel could have "one of the best earnings leverage models in the electronics-components industry." Uni-Pixel has capacity to make 60,000 square feet of film per month in Texas, and it signed a deal last month with Kodak that will allow it to ramp up production at Kodak headquarters in Rochester, N.Y. A spokesman for Kodak, which is operating under bankruptcy protection, says the deal is "not an exclusive arrangement," and would permit Kodak to sign similar deals with other companies. As for revenue-sharing, Killion says, "if you want to model 50/50, you can model 50/50. That would probably be a worst-case scenario as far as the most we would give up."UNI-PIXEL ALSO ENTERED into an agreement late last year with an unnamed computer maker, giving it a limited, exclusive license to make notebook computers with UniBoss. Uni-Pixel plans to build capacity of a million square feet a month for the computer concern. "If you want to speculate [on the size of the deal], one million square feet costs us about $11 million," Killion says. Uni-Pixel recognized $5 million in revenue from the deal in the first quarter, which accounted for almost all its revenue. It posted a profit of $947,000. The company says its hardware partner is testing the film, and laptops with Uni-Pixel film could be on store shelves by September. Another licensing pact with an "ecosystem partner" could bring in more cash, Killion says. Some analysts and investors have speculated that the laptop maker is Dell (DELL). Uni-Pixel "said it to people privately, but they won't say it publicly," says one analyst who requested to be quoted anonymously. Killion says he consistently tells investors who mention Dell that the computer company's identity is secret. A Dell spokesman said the company doesn't discuss partnerships on future projects. Uni-Pixel is one of many companies working to replace ITO technology. According to the research firm Display Search, more than a dozen competitors are trying to develop alternatives, including Atmel (ATML), which also makes chips for touchscreens. Its XSense copper-mesh film has been built into Asus tablet computers. FujiFilm Holdings (4901.Japan) also is shipping touchscreen film. Atmel licenses its film from CIT, a British company that filed suit against Uni-Pixel in December in the U.K., charging Uni-Pixel had seen confidential CIT documents and later filed patents that were similar to CIT's technology. Uni-Pixel countersued in Texas in January, claiming it didn't break nondisclosure agreements with CIT. "We adamantly deny" the claims against Uni-Pixel, Killion says. Uni-Pixel says its process is cheaper and potentially more reliable than Atmel's, but Christopher Rolland, a technology analyst at FBR, is doubtful. "I don't see any competitive advantage for Uni-Pixel over Atmel, even though Uni-Pixel is getting media attention," he says. Prior to UniBoss, Uni-Pixel promoted as potentially game-changing another product called TMOS, a display panel that it said would be brighter, cheaper to manufacture, and more efficient than conventional LCD and LED screens. The company signed a joint development agreement with Samsung Electronics (5930.Korea) but things didn't pan out, Killion says, because Uni-Pixel's partners "never delivered functional backplanes." A Samsung spokesman says the companies collaborated on TMOS, "but the joint effort was later halted after the two sides explicitly agreed to go their separate ways." Uni-Pixel sold TMOS patents to Rambus (RMBS) in 2010 for $2.25 million in 2010. Uni-Pixel also developed fingerprint-resistant films to protect touchscreens. Killion predicted in 2010 that the film would become the "gold standard" in a $250 million market, and that sales would "increase dramatically" in 2011. He now says that product failed because "the market started to drift and we didn't spend any dollars on marketing." Diamond Guard, a lower-cost substitute for glass used in touchscreens and other applications, likewise was expected to take the tech world by storm. Killion said in 2011 there was "immediate demand" for the product. Diamond Guard is still around, but few if any analysts use revenue from it in their estimates. These aren't the only technologies developed by people associated with Uni-Pixel. Chief Technology Officer Robert Petcavich, who led the effort to develop UniBoss, has applied for patents in a wide array of fields. He previously founded and served as CEO of Planet Polymer Technologies, which developed biodegradable plastic. The company incurred millions of dollars in losses before a reverse merger in 2005 with Allergy Control Products, and was later delisted. Petcavich says shortsellers who criticize his past performance "fail to mention all the successes, which have been dozens," including innovations in stealth airplanes and microwave popcorn. Uni-Pixel Chairman Bernard Marren was the first president of the Semiconductor Industry Association. He is now CEO of Opti (Opti), which no longer produces anything but owns patents for computer chips and files lawsuits against other companies, alleging patent infringement. It is liquidating, and its shares, once, $7.60, trade for 70 cents. Uni-Pixel's former chief science officer, Martin Selbrede, has been associated with geocentrism, or the belief the sun revolves around the earth. Killion notes Selbrede left the company about four years ago and "doesn't really have any impact on what we're doing today with UniBoss." He adds, "If you can find somebody to look through the math associated with what he has said about geocentricity...the assumptions might be a little off, but the math will be dead on." The Bottom Line Uni-Pixel soared 532% in the past year, to $34.48, despite scant revenue and profit. The rally has clobbered short sellers, but their concerns about the company might be valid. Uni-Pixel at a Glance Uni-Pixel has lost nearly $50 million in the five years ended 2012. Last month it raised $44 million in an equity offering. Recent Price $34.48 52 Week Change 532% Market Val (mil) $415 Revenue 2012 $76,154 EPS 2012 -$1.11 EPS 2013E $0.94 E=Estimate Source: Thomson Reuters
|
|
|
Post by newyorkled2008 on May 11, 2013 13:49:54 GMT -5
You guys do understand that this kodak board has started to rumor of a 50/50 rev split. The CEO of UNXL is not comfirming and neither is kodak. (ok just needed to make 50 cent on this post, needd it for a bag of chips) Your local reality check is brought to you by golden touch Funny, I re-read what I'd written and no where does it appear that I'm starting any sort of rumor. Our goal here, amongst many others, has been to determine the split between Kodak and Unipixel. Mr. Killion gave a hint as to what was the possible split.
|
|
|
Post by Admin on May 11, 2013 14:00:13 GMT -5
Golden thinks he is smarter than he truly is.
We will let him stay here, so we can ridicule and make fun of him when this pans out for us.
And a simple reminder Updated, I don't want to see ANY racial posts please.
SBG
|
|
|
Post by mglassma on May 11, 2013 14:05:45 GMT -5
Well I am assuming that the 50/50 deal would be in effect if Kodak makes their production guarantees. So for example(this is just a hypothetical) if Kodak produces 1 million or more it is 50/50. Under a million but more than 800,000 40/60 and so on so on. Unipixel NEEDS kodak to get their product to the market faster. Without Kodak Unipixel treads and takes on water wile other companies continue to own and expand their market share. With Kodak, Unipixel can solicit business from the biggest of big boys with the reality of being able to supply the kind of product in a timely fashion that the Bigs will need.
|
|
|
Post by updated on May 11, 2013 14:13:04 GMT -5
Golden thinks he is smarter than he truly is. We will let him stay here, so we can ridicule and make fun of him when this pans out for us. And a simple reminder Updated, I don't want to see ANY racial posts please.SBG Roger that SBG
|
|
|
Post by goldentouch on May 11, 2013 15:28:20 GMT -5
SBG, thank you so much for the permission to stay here You are a kind and generous person. I would like to appologize for ever questioning the common shares. I read something today that changed my whole perspective on kodak. I think we have a shot at making some money. I think I will buy 10k worth at open on monday, we are going to be rich
|
|
|
Post by newyorkled2008 on May 11, 2013 15:32:50 GMT -5
SBG, thank you so much for the permission to stay here You are a kind and generous person. I would like to appologize for ever questioning the common shares. I read something today that changed my whole perspective on kodak. I think we have a shot at making some money. I think I will buy 10k worth at open on monday, we are going to be rich Mind sharing what it is you've read that's supposedly piqued your interest?
|
|
|
Post by busted1964 on May 11, 2013 15:35:17 GMT -5
SBG, thank you so much for the permission to stay here You are a kind and generous person. I would like to appologize for ever questioning the common shares. I read something today that changed my whole perspective on kodak. I think we have a shot at making some money. I think I will buy 10k worth at open on monday, we are going to be rich Are you being SARCASTIC?
|
|
|
Post by goldentouch on May 11, 2013 15:35:43 GMT -5
I read something about a buy-out between KKR. Its going to be CRAZY, 5 a share easy.
I have to go buy I will post details later
|
|
|
Post by newyorkled2008 on May 11, 2013 15:37:29 GMT -5
I read something about a buy-out between KKR. Its going to be CRAZY, 5 a share easy. I have to go buy I will post details later Guessing here you meant But and not Buy...it's Saturday.
|
|
|
Post by goldentouch on May 11, 2013 15:42:20 GMT -5
NY- you are correct I ment BUT.
I am soo excited, I am going furniture shopping because I am going to have some money to burn in 60 days. I hope you bought back in after you sold, big mistake if you didnt
|
|
|
Post by updated on May 11, 2013 15:50:44 GMT -5
I read something about a buy-out between KKR. Its going to be CRAZY, 5 a share easy. I have to go buy I will post details later Lol...you are not credible...I won't believe anything you say
|
|
|
Post by newyorkled2008 on May 11, 2013 16:04:15 GMT -5
I read something about a buy-out between KKR. Its going to be CRAZY, 5 a share easy. I have to go buy I will post details later Lol...you are not credible...I won't believe anything you say Yeah, I think he's having fun at our expense.
|
|
|
Post by Admin on May 11, 2013 16:05:53 GMT -5
Golden just being a troll as usual.
Incase you dont know what a troll is:
Troll Internet In Internet slang, a troll is someone who posts inflammatory, extraneous, or off-topic messages in an online community, such as a forum, chat room, or blog, with the primary intent of provoking readers ..
No problem Golden, hang out, say what ever you want.
SBG
|
|
|
Post by adrian on May 11, 2013 16:16:59 GMT -5
|
|
|
Post by Admin on May 11, 2013 16:21:20 GMT -5
Golden does own some jewelry stores, he does do stocks and bonds.
I dont think he owns the shops outright.
He is very business minded.
He also thinks he knows everything, when he doesn't.
Just think back when you were that age, you knew it all too didn't you?
SBG
|
|
|
Post by goldentouch on May 11, 2013 16:24:37 GMT -5
adrian- the jewelry stores are family owned, and have been around for about 20 year (the first one). If I was 17 and smarter than most of you that would be sad now wouldnt it.
If you want to further my credentials, I was excepted to law school (never went). If someone wants to teach me how I'll take a sceen shot of (1) my TD ameritrade acounts with over 230k in cash/bonds in it. (810k face bonds and 22k in cash because of the 10% I sold out last week)
I am straight as an arrow, when I give my opinion. Honestly I used to care what you guys did but at this point most of you desearve to be wiped out.
|
|
|
Post by Admin on May 11, 2013 16:30:16 GMT -5
Its all good Golden, if they wipe us out, I promise you this.
I am going to give some law firm Kodak on a silver platter!
They have clearly lied about everything!
From the value of the patents, the value of the assets, the land on books at ZERO, patents on Books at Zero, the value of the Foreign subsidiaries.
Even in their own documents they clearly refuse to give the value of their assets!
The sales, the deals, etc.....
NO INFO at all!
The sad part is, all what I am doing and what everyone else is doing will ultimately help you get more when this is all over.
Instead of writing letters and taking a stand, all you do is sit here like an all knowing prick and do nothing!
Its all good, you can thank us when this is over!
SBG
|
|
|
Post by updated on May 11, 2013 16:44:04 GMT -5
adrian- the jewelry stores are family owned, and have been around for about 20 year (the first one). If I was 17 and smarter than most of you that would be sad now wouldnt it. If you want to further my credentials, I was excepted to law school (never went). If someone wants to teach me how I'll take a sceen shot of (1) my TD ameritrade acounts with over 230k in cash/bonds in it. (810k face bonds and 22k in cash because of the 10% I sold out last week) I am straight as an arrow, when I give my opinion. Honestly I used to care what you guys did but at this point most of you desearve to be wiped out. You were excepted? Lol lol...what law school? Where at? Do they have any law or heard of any law at that location? Lol Now...in order to be accepted at a law school...you need to know how to spell...now go back to your pawn shop
|
|
|
Post by adrian on May 11, 2013 16:44:33 GMT -5
Golden- "I was excepted to law school". How about I was accepted to law school. If you are trying to get to me you are wasting your time. My short term memory is still good and I remember all of your posts. You know the rest of the story. How's the boiler room? Kind of hot right now. Adrian
|
|
|
Post by forkodak on May 11, 2013 16:51:45 GMT -5
Golden thinks he is smarter than he truly is. We will let him stay here, so we can ridicule and make fun of him when this pans out for us. And a simple reminder Updated, I don't want to see ANY racial posts please.SBG I have freckles so I hope Morgan Freedman runs for President so I can vote for him; I understand qualifications, skills and experience don’t matter for the job…
|
|
|
Post by goldentouch on May 11, 2013 16:53:45 GMT -5
SBG- you have no idea what I do or dont do. do you think for a second that I invest 160K into kodak without being confident in my position.
I have gone to alot of court dates and a couple creditors meetings. I still go every now and then, but most importantly of all I know that at this point bondholders will not approve any deal that will hurt them. Till now it was kodak as a whole against everyone else, now its secured against unsecured. There is nobody looking out for shareholders at this point. Shareholders dont even have a horse in the race and you guys are ruthing for them to win. You think secured bondholds or the unsecureds are pushing to get equity for you guys? (because kodak as a company already threw you guys under the bus with the first POR.
There will be a new IPO, kodak bondholders will get something like 40-50 cents on the dollar. Stock price will double within a year. That is how stock holders will be made whole.
|
|
jr
Junior Member
Posts: 134
|
Post by jr on May 11, 2013 17:04:35 GMT -5
He also thinks he knows everything, when he doesn't. Just think back when you were that age, you knew it all too didn't you? SBG That's because when I was 27 years old I was getting LAID every time I walked out the door in NYC.
|
|
jr
Junior Member
Posts: 134
|
Post by jr on May 11, 2013 17:05:15 GMT -5
You are most welcome.
|
|
|
Post by goldentouch on May 11, 2013 17:14:51 GMT -5
JR- every time I walk in the door I get laid, your just nasty getting laid in the bushes like an animal
|
|
|
Post by We Got Hosed!!! on May 11, 2013 17:24:38 GMT -5
I read something about a buy-out between KKR. Its going to be CRAZY, 5 a share easy. I have to go buy I will post details later Golden, you are 2 days late. Kevin and others already got the memo on KKR buyout. So, please don't batter with the CUT and PASTE routine from Kevin's theory.
|
|