Samsung (SSNLF.PK) has sold over 3M units of its Galaxy Note II phone, 5.5" display and all,...

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gregreedog Comments (75)
 
I hold 400 shares of PANL and haven't seen a dramatic rise in these shares since Samsung started selling the Note II. Maybe this was discounted in prior months. I don't know. However, I'm quite content to sit with these shares for the long haul.
2 Nov 2012, 06:01 PM Reply Like

Chris Lau Comments (1135)
 
(PANL) share prices moves whenever they get paid by Samsung. The payment is on a set schedule.
2 Nov 2012, 06:11 PM Reply Like

SA Editor Eric Jhonsa Comments (563)
 
The licensing payments are on a set schedule, materials sales depend on how much Samsung needs.
2 Nov 2012, 06:18 PM Reply Like

ccornell7 Comments (3)
 
They included Samsung Licensing payments last quarter. So excluding whatever material they have sold, their net income will not reflect Samsung this quarter. Usually I pick up a bunch of shares after report cause the price generally drops without Samsung.
Can't the Apple ruling actually force Samsung to increase material purchases from (panl)?
6 Nov 2012, 11:01 PM Reply Like