Three weeks ago, Seeking Alpha published my first article on Universal Display, titled "Universal Display: 20X Jackpot In 2018?" - in which I presented my best-case scenario for the OLED market (and UDC) in 2018.
I think the article was received well, and today SA published my second article - "Universal Display's Second Key Customer Is On Its Way". In this new article I explain why Samsung Display is such an important customer for UDC - and how I expect in that in the coming years UDC will diversity its key customer base as I expect LG Display, Konica Minolta, Everdisplay, BOE, Philips and LG Chem to start mass producing OLEDs soon.
In case you're wondering: yes, I do own some UDC shares (all bought personally on the open market). I have no official ties with the company (I do hope some of them follow OLED-Info, and I have been in touch with several employees and I even consider them as friends). I don't think I will become a professional finance article writer, but this is rather fun, and you never know, do you?