Goldberg Capital discloses it now has a 5.74% stake in UniPixel (UNXL +3.7%). That's up from a...


Goldberg Capital discloses it now has a 5.74% stake in UniPixel (UNXL +3.7%). That's up from a recent 5.25%, and seems to be giving a lift to shares in the wake of a 61% decline from their April 17 high of $41.42. (13G)

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Comments (19)
  • JMstocks75
    , contributor
    Comments (249) | Send Message
     
    nokia alot better investment at 3.50 per share, UNXL has never made dime, and has unproven technology that could be worthless. a classic case of corp corruption pump and dump
    11 Jun 2013, 12:50 PM Reply Like
  • Peter Whear
    , contributor
    Comments (16) | Send Message
     
    JMstocks

     

    Agreed - UNXL looks more like a smoke & mirrors pump & dump by the day.

     

    Carclo (UNXL's nearest competitor - via their CIT unit) looks a much better bet after a very positive statement on the Atmel connection today. Same valuation as UNXL but with $100m of fast growing & profitable revenues in high tech plastics already, a much better non ITO touch screen product, & solid reliable management.
    11 Jun 2013, 12:55 PM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    Peter Whear,

     

    Please back up a single statement that you just made.
    Valuation: Carclo's market cap is 235M pounds, UNXL is 200M dollars

     

    Why is their metal mesh better than UNXL's?
    What very positive statement from Atmel? Carclo predicts that they will only have about 10M pounds of Revenues for XSense for 2013... that is quite small.
    11 Jun 2013, 01:04 PM Reply Like
  • Peter Whear
    , contributor
    Comments (16) | Send Message
     
    Chris H

     

    This sounds pretty positive to me ....

     

    "Whilst there is much said about other companies within the
    ITO alternative sector, we have remained focussed on our own product development and have created a solution which we believe is superior in every regard to competitor metal mesh technologies. We have also been investing in further technology developments which will enable our materials to be applicable to the developing needs of the industry that we serve. These improvements include even higher optical performance as screen resolutions increase, highly flexible materials for curved displays and roll-to-roll production of these displays, as well as products suitable for in-cell applications and in-mould insertion and products built on a range of optically optimised substrates"

     

    Remember that they are talking about their current 3uM line width product - not the uncompetitive UNXL 6uM (or is it really 20uM) garbage.

     

    CIT are supplying substrates for XSense - Atmel are making the touch screens & are forecasting $100m of revenues in 2014.
    11 Jun 2013, 02:42 PM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    Your focus on 3 microns vs. 5/6 microns shows how little you know about the technical aspect of this space.

     

    Furthermore, Please find me a single public company that states the following: "We have remained focused on our product which believe is inferior to the competition". Obviously they are biased. Guess what? UNXL thinks that UniBoss is superior as well! What are we possibly going to do when every company thinks that their own product is superior? There are 2 options:

     

    1. Do real research (which you haven't as per my very first point)
    2. Realize that ALL of these companies will do well at first since the market is huge.

     

    Both 1 and 2 point to UNXL doing very well.
    11 Jun 2013, 04:54 PM Reply Like
  • bullchin
    , contributor
    Comments (845) | Send Message
     
    Somebody has to buy this unproven concept so why not Goldberg Capital when other institutions are selling. Who would you believe? Buyer such as Goldberg or people like Bank of America selling?
    11 Jun 2013, 02:27 PM Reply Like
  • Mukticat
    , contributor
    Comments (2083) | Send Message
     
    Whew, we shorts were sure wrong about the institutions!

     

    Turns out that institutional holdings only dropped by 2,370,000 shares, not just the 2,420,000 sold by BOA, FMR and Wellington we had all thought. If a 50K purchase by Goldberg is not a vote of confidence that cancels out the 98% (2.42M) shares sold I don't know what is.
    11 Jun 2013, 04:37 PM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    Just so you shorts know... the short interest actually INCREASED. Which means that all of the shares sold by BOA, FMR, and Wellington were purchased by somebody else and NOT used to cover shares short.
    11 Jun 2013, 04:55 PM Reply Like
  • Mukticat
    , contributor
    Comments (2083) | Send Message
     
    Or maybe all those phantom naked shorts shares the longs are forever invoking got covered? No, I don't believe in those conspiracy theories either.

     

    What I have no doubt is that when the stock was in the 30's and the selling began in earnest the institutions, ie- smart money, were selling wholesale while the retail, ie- dumb money, scooped up those 'bargain' shares and got left holding the bag. With so much volume the institutions got out without too much damage.

     

    Now the problem for longs is technical; an entire cohort of small investors (not you of course) have become instant bagholders. As such their investment goals change; they've gone from hoping to make a profit to trying to minimize losses. They're just hoping and praying for some kind of spike to sell into.

     

    One positive for the shorts is that the volume has been so high that days to cover is down to 1.4 from 6.7
    11 Jun 2013, 05:29 PM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    days to cover is a foolish metric to look at because it is based on short-term average volumes which is easily manipulated using HFT.

     

    What really matters is how many longs are willing to sell and at what price. I don't believe that 4.4M longs are willing to sell under $30, and if there is positive news, there will also be new buyers coming in.

     

    By the way, I actually believe that the smart shorts have covered, and the short interest is currently full of 'dumb money' as you put it. Bagholders work in both directions.
    11 Jun 2013, 05:34 PM Reply Like
  • bullchin
    , contributor
    Comments (845) | Send Message
     
    Where did you get short interest increased? I used nasdq info.
    Very interesting.
    12 Jun 2013, 11:31 AM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    I also used Nasdaq... are you trying to claim it didn't increase?
    12 Jun 2013, 11:33 AM Reply Like
  • johnfenn@att.net
    , contributor
    Comments (75) | Send Message
     
    For once I would like to see some real hard data, taking by an independent 3rd source, to back up the claims by Unipixel about all the wonderful "soft" characteristics that they keep claiming their Uniboss films have. "Better response times, lower costs, less production steps, higher transparency, etc, etc. Let them publish a hard spec. sheet, which I know their customers would demand. I used to sell into the TP business and am very familiar with the extend that the end users test your materials. I know an independent lab that will do all the suitable testing. Wouldn't solid data drive up the shares as much as talk? But I guess talk is cheap.
    11 Jun 2013, 05:00 PM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    johnfenn, if this is what you want, then do some DD. Given that you apparently used to work with the TP business, you should have some great contacts. Call up Synaptics or Atmel or N-Trig or TI or many of the other independent, unbiased companies working with various metal mesh companies. I have done this. They had fantastic things to say about Uni-Pixel.
    11 Jun 2013, 05:10 PM Reply Like
  • bullchin
    , contributor
    Comments (845) | Send Message
     
    johnfenn, when you do your DD as suggested by Chris, ask them what is likely to be compatible screen, then they tell you more. Good luck. Truth will prevail.
    12 Jun 2013, 11:34 AM Reply Like
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    Mukticat,

     

    While even just 2 years ago I would have agreed that 'novices and retail dont short', I think that this is no longer true. It seems like everybody and their brother now shorts sometimes, particularly as 'short-term' trades or if they tend to follow a few 'experts'.
    12 Jun 2013, 08:12 AM Reply Like
  • bullchin
    , contributor
    Comments (845) | Send Message
     
    We can be certain now to discount Cowen analyst comment on why stock drop. We now know these professional institution got out fast leaving us asking why? They all got spook about their investment. Shouldn't you be afraid? You should be because all the longs were saying these institution brought gaining confidence and now they sold fast. Isn't this the truth now?
    12 Jun 2013, 11:56 AM Reply Like
  • Mukticat
    , contributor
    Comments (2083) | Send Message
     
    Clearly you do not understand how stocks work bullchin. Institutional buying and insider buying are huge votes of confidence in a stock whereas their selling simply doesn't matter. In fact you could write an entire SA article about an imminent short squeeze (??), and to re-debate an article that came out two weeks ago that we've moved on from (without anyone changing anyone's minds), while totally discounting the latest and salient news that the 'tutes are getting out.
    12 Jun 2013, 02:20 PM Reply Like
  • bullchin
    , contributor
    Comments (845) | Send Message
     
    Tell me how you think stock work and do appreciate the education
    13 Jun 2013, 11:30 AM Reply Like
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