Today's Cannacord presentation can be found through the UDC website under events. I thought it was better than yesterday's presentation at Oppenheimer.
There was no Q&A........but maybe that will happen in the hallway.
Here's what I posted on the Yahoo Message Board:
My sense is that Sid needs to be more strategic with these financial conferences. The architecture of his presentation needs to be about why investors should be buying OLED now. He needs to focus on his audience and what he wants to accomplish. There is a great, punchy story here: (a) Started at Princeton and UCLA with basic research (b) Commercialized it and got Samsung to be a major investor in the product (c) Galaxy line of products with red & green has brought us far enough to be profitable (d) Televisions are here and fabulous in limited production...........mass production coming in the next 12 months..........profit growth will be huge..........second stage of display rocket about to go off (e) Lighting will be a huge market as OLED will be complimentary to LED.........need a company like Samsung to do in the lighting field what Samsung did in display field............and that will happen (f) Be confident in management as we have proven ourselves............sit with us and make a ton of money The story of what on OLED is needs to be compressed into 5 minutes. The story of patents needs to be compressed into 2 minutes The story of research can be dropped
There is a small float and a large short position. Buy the stock now before it gets out of hand.
