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kcchris

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  • Energous: We Have Seen This Story Before [View article]
    Richard is full of it. He now admits that the company can make sensors. Yes the company ran into issues that needed resolution. However, the first production is getting ready to happen in Q2 2015. Richard knows this. That is why he is changing his tune. Now the story will be they can sell their product but they can never make money. Every argument that Richard has made has proven wrong over time. First it was they can print, then that they can't plate, then that all the sensors don't work. Now it is they work but the company can't make money. Well richard, I think you can use that argument for a few more months.

    If people are smart they will look at all the arguments you made in the past and realize this one is simlar. Over the first 6 months profits will be difficult, as they ramp the process profits will come fast.

    What is the suppy for ITO. At one point they thought the supply of ITO would end in 2018 to 2020. Is that still the prediction? I do know the amount of ITO is finite and finding and mining it gets harder over time. Pretty soon ITO will become very expensive.

    Oh, and scary news Richard. I am hearing new printing technology will allow UNXL/KODK to print and plate down to the 2 micron width in the future.

    The company you use as your piggy bank is succeeding and you hate seeing it happen. I feel really bad for you.
    Mar 25, 2015. 11:38 AM | Likes Like |Link to Comment
  • Why It Will Take Years For Uni-Pixel To Reach Production, If Ever, Meanwhile Executives Will Still Get Rich [View article]
    Richard that is the dumbest post you have ever made. Your 2011 crap is meaningless and you know it but to claim a 10% yield and use that logic is terrible. You have no idea how many they have delivered. Maybe delivering 300 is a very small number. I would consider 300 very small. Maybe the customer only asked for 30 because they are doing a proof of concept only. Fact is you have no clue how many sensors they can produce and how many are defective. You are making up comments and claiming they are fact.

    Really sounding desperate.
    Jul 16, 2014. 03:10 PM | 5 Likes Like |Link to Comment
  • Why It Will Take Years For Uni-Pixel To Reach Production, If Ever, Meanwhile Executives Will Still Get Rich [View article]
    Richard, You need to give that a rest. No one cares what was said in 2011. The question is where is the process today. Our new CEO claims they have both printing and plating ready to produce in a roll to roll process. This wasn't in a lab. This was in a production facility in Lufkin.

    Big difference than in 2011. So stop acting like they said everything was working roll to roll in 2011. That statement just makes you look stupid. If it is what you are holding on to as your last argument to why they are going to be unsuccessful you are in big trouble. Tell me you have more than that.

    Truth is the company has achieved successful runs in Lufkin and is transferring the knowlege to Rochester. I think Rochester is likely ready to go now. The yields are not what we want but that doesn't mean that yields are not high enough to begin deliveries. The next CC is only weeks away. Enjoy the time prior to the call. Better hope UNXL didn't progress faster than you believe.
    Jul 16, 2014. 10:12 AM | 7 Likes Like |Link to Comment
  • Uni-Pixel Still Struggling To Advance From A Lab Experiment To A Sellable Product [View article]
    No time to respond with the detail I want to post but you know you are way off.

    Most important is they can print 4, 7 inch screens on one unit of film. This means we can sell a screen for $2.5 to 3 and still make a huge profit. But you know this.

    As for the past statements by the company. You know good well they were not producing roll to roll in 2011 and the company didn't say they were. And last year they did say if it prints it plates. Obviously more work needed to be done but all issues have now been addressed.

    You know all this but continue to respond with your FUD hoping people believe it. Most likely you will finally disappear when your boss gets his short covered. You are working very hard to discredit the companies accomplishments. As time passes your comments get less effective. In August you will pretty much lose all credibility.

    And the company never said it would be months. He said he wants to be delivering before year end. 3rd qtr is prior to year end. Underpromise over deliver. Jeff has definitely met his timeline. I expect him to meet the current timeline as well.

    No one said they have an asian partner yet. But they are talking.
    Jun 27, 2014. 10:45 AM | 5 Likes Like |Link to Comment
  • Uni-Pixel Still Struggling To Advance From A Lab Experiment To A Sellable Product [View article]
    You make assumptions and state them as fact. Truth is the yields are going to be fine. They have just completed putting together the first line and you want them to state yields are great. Not going to happen. Rumors are that the yields are very good. But of course they need to work through all the maintenance issues prior to letting people know what yields are going to be. It would be stupid to make claims now. You also assume margins will be low when doing a little math tells you that even if yields are 50% the cost to produce a unit will be in the $2-3 range. Maybe less. Yields are likely to be higher than 50% I would guess more like 80 - 95%. They will be selling InTouch for $10-12 a unit. I would say that yields are going to be fine.

    As for vertical integration that is an issue right now but KODK and UNXL have been talking with Asian companies about setting up a plant overseas since Reed was the CEO. The only reason it hasn't happened is they needed to nail down the process and prove to the Asian companies that it works. That is being done now. It is likely these talks will progress in the near future.

    Truth is this. The process now works and the Rochester plant is getting some minor hardware adjustments and chemical adjustments that should take 2-3 weeks to complete. The companies are testing the new manufacturing process and creating maint processes to ensure manufacturing is working properly on an hourly, daily and monthly basis. This will likely be completed prior to the next call in August.

    On the call in 5-6 weeks we will hear both plants are ready to produce and likely that they have started delivering to the development partner.

    Then at some point in the next few months UNXL will announce the Asian partner Reed talked about and that will create guaranteed volume. That will be a huge win.

    The product will be the lowest cost product on the market and the only one making significant money. O film does have govt subsidies but they still don't make money. In the end Intouch will win the fight.

    Your story is packed full of half truths and assumptions that can not be proven. In the months to come you will be proven wrong again. UNXL has done something this author and other said could not be done. Congratulations to them.
    Jun 27, 2014. 09:37 AM | 11 Likes Like |Link to Comment
  • Uni-Pixel's CEO Presents at Operational Update Conference Call (Transcript) [View article]
    Richard needs to just just drift away. The Hedge fund needs to find a new spokesman. I think this was a surprise to the shorts and they need a little time to develop a new strategy. The big question for Richard and friends is how to get out of the short position before the stock moves to $10-20 a share. The answer is they can't do it.
    Jun 26, 2014. 08:36 AM | Likes Like |Link to Comment
  • Uni-Pixel's CEO Presents at Operational Update Conference Call (Transcript) [View article]
    Richard you are really sounding stupid now. Your argument has been they can't print it, The process won't work, they can't plate it. Now you have no argument. The process works. Face it you are wrong and the stock is going higher. A little info for you. Yields are already good. They are working on final adjustments to ensure the process works perfectly over days and weeks of running the lines. To transfer the knowledge from Lufkin to Rochester will take weeks to a month. Maybe 2 at the most. You are right they are not delivering. They will soon. What yesterday did was lower the manufacturing risk to near no risk at all. That was the risk you warned everyone about for the last year. You need to find a new risk.
    Jun 26, 2014. 08:32 AM | Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Your statement above in your response clearly stated "The truth is that UniPixel has told Intel directly earlier this month that production has not started and is not about to start anytime soon." The comment above does not say anywher that they won't be starting production soon. It says they told them they were not producing yet and that your contact was unwilling to guess when they would start. Personally I would take those comments different than you. I think it means he believes they will start soon maybe that it is starting now but he doesn't want to say that because He already said it in a publication and was told to remove it from the the presentation.

    Is it possible that is what your source meant by I don't know when they will start and given the recent incident I and very unwilling to guess?

    That would be my guess on his comment.
    Jun 17, 2014. 06:25 PM | 1 Like Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Can you show me where UNXL told Intel they were not delivering any time soon? I would love to see that.
    Jun 17, 2014. 10:04 AM | 5 Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    They did not tell Intel they are not going to start anytime soon. They told them that they were not producing commercial quantities yet. In your little letter does it ever say UNXL isn't planning to start anytime soon? I can believe they said they were not producing yet. I have yet to see your evidence that UNXL said they were not delivering anytime soon. Please show me.
    Jun 17, 2014. 10:02 AM | 6 Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Richard,

    Why write this article today. Seems if you believed this to be true you could just wait until next week and let the company deliver bad news. Seems to me that it is just an effort to instill fear. You have done your job well. Stock is heading lower as I type. You have been all over the yahoo board saying this same stuff all weekend. It didn't work so you took it up a notch. I can only assume you are covering prior to the call.

    Truth is that the company is likely to give a good update. If there was bad news it would typically come in the form of a press release. Not often do you call a CC to say we failed or that we are still working on the process. It is more likely they are holding a call to say we have the answer and will be delivering in the July or August.

    But you have done a very credible job with the article.
    Jun 17, 2014. 09:47 AM | 8 Likes Like |Link to Comment
  • Sell Elephant Talk On Current Law Enforcement Investigation With -75% Downside [View article]
    I may be wrong but it is my understanding that there is no investigation ongoing by the SEC. Hopefully the company will respond tonight.

    The company has a poor past but that is not a big deal. The company has increased revenues each qtr for 10 consecutive qtrs. The company was nearly cash flow break even last quarter and will be in the 2nd or 3rd qtr. The company is currently converting the 8 million new customers. These revenues will make the company profitable by year end.

    Does this company have flaws? A few yes. But they are making considerable progress and will likely continue to increase it's business and turn profits in the next 12 months.

    The company issued their 10K about 2 months ago and the 10Q less than a month ago.. If the SEC was investigating the company they would have been obligated to release that information to the public. I have not seen anything indicating there is an investigation ongoing.

    A more accurate depiction is ETAK is a company with a struggling past that has become a organization on the brink of profits. A company that has changed it's products and looks to be very successful thus far in their efforts. If the Mexican contract continues you can anticipate $.20 - .30 cent profits next year. That alone moves the stock to $2-5 a share and there are additional markets to go after.

    I say this company is a buy at this point and those selling today could regret their decision.
    May 28, 2014. 02:40 PM | 9 Likes Like |Link to Comment
  • Inquiry To Kodak Reveals Bullish Outlook On Uni-Pixel [View article]
    Love these thoughts. I don't know if they entirely correct but I do think KODK and UNXL both believe that any issues they have found can be resolved in the next few months if not sooner. Investors need to have a little faith. Rumors of KODK meetings this week and next are all over. Hope the production facility is complete.
    Jan 14, 2014. 12:10 PM | 2 Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    I find the comment by Oppenhiemer very comforting. It is interesting that you feel it is a negative. Yes the company failed to meet deadlines and that is likely why the CEO is gone. If they can't manufacture the product we have an issue. However, If the Oppenhiemer analyst is correct and commercial production takes place in the second quarter the company will be just fine.

    UNXL/Kodak will still be the low cost provider and the company will find plenty of buyers for their product. It comes down to one thing. Do you feel they can manufacture. If the answer is yes invest heavily. If you think it is no sell and stay out of the stock.

    I will point out the there is currently a story in the Rochester paper on Kodak. There is a picture of the UNXL/Kodak manufacturing facility. It appeared to be nearly ready to produce product. UNXL said in their most recent press release that inspection equipment is due to arrive in January. Once it is in and calibrated Kodak will have the ability to produce product and test it for quality immediately. This will speed the ability of Kodak to perfect the manufacturing process. The article indicated that Kodak is planning to increase staff from 25 to 67-75 in the coming weeks. It sounds like Kodak believes they can manufacture InTouch.

    At $9 a share UNXL could be one of the best investments of 2014. I guess the next 3-6 months will be a clear indication of the future. The next 2-3 months could be clouded. However, both companies will hold investor calls in Feb/Mar. Expect more clarity on those calls.
    Jan 9, 2014. 05:15 PM | 6 Likes Like |Link to Comment
  • Uni-Pixel Claims Victory With 3 Purchase Orders [View article]
    Nice article Chris.

    There are many long and short comments here but when I look at UNXL I see a company that has worked through the process and is close to seeing the company profit from it's hard work.

    The company has now for the first time gone from developmental to production company. The first significant purchase order was received. This is definitive proof that the product and the process works. The company has automated testing equipment that is being installed in the next month that will ensure every unit delivered works as anticipated. This was the biggest risk to me was that we would deliver a substandard product and not receive additional POs. This won't happen. UNXL/Kodak know that they are delivering good product. That is job one.

    As for yield. Reed is not talking about yield. That is not a concern. Anyone that had performed the DD they should on this company knows with 100% yield the cost to make a unit is around $1. So a 50% yield increases the COGS to $2 a unit. Big deal. that means selling at $20 a unit the margin is 90%. I have doubled that to $4 a unit to be conservative and we are still at 80% margins. selling at $15 a unit means margins are 73%. All of these margins are huge. The competitions can't compete with UNXL because UNXL can meet any price point and make significant margin while the competition will lose money on every unit sold.

    The future is clear. UNXL will begin delivering product in the next few weeks and as they do so successfully additional customers will deliver POs to UNXL. UNXL and Kodak will use the testing equipment to aid in adjusting the process and increase yields to the goal of 80-100%. When they identify a unit that is defective coming off the line they will have the ability to adjust the process immediately. This will increase yields dramatically. Remember bad units will come in bunches. It won't be something that you get a bad unit here and there.

    Now is the time to buy. UNXL has gotten production up and running, Only good units will be delivered. They have the ability to increase to 3 million units a month within 6 months if needed and they already have 20 engagements and you can anticipate many more in the near future now that manufacturing is ready.

    Good things are coming. Use this stock weakness to buy in at a cheap entry point. Risk is low and the reward is high.

    If UNXL gets 10% of the market they will earn $5-10 a share. 10% is not unreasonable for the lowest priced and most reliable product on the market.

    Remember InTouch is flexible, uses less energy, and lasts longer and works faster than the competition. Oh yes and it is cheaper. I keep wondering why is it that the shorts think it will fail. I guess that is another reason to buy. 6 million shorts that will be forced to buy soon.
    Nov 10, 2013. 12:54 PM | 10 Likes Like |Link to Comment
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