28 Program wins **16 Patents**58 Patent Applications

XTouch Metal Mesh Touch Sensors and Diamond Guard Hard Coat Resin (Glass Replacement Technology)

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Message: Re: All I can say is WOW !!!
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Sep 06, 2012 12:26PM

The $16 million cash position is equivalent to a $1.65 of the share price.

Their deal with Carestream indicates that Carestream fronts the costs for the materials and UNXL takes 70% for their customers and 50% for Carestream and Texas Instrument's customers....if I heard that correctly.

That is the first time I heard the split on margins, which is huge.

No fronting of costs ? Are you kidding me? Beautiful.

I definitely have to hear more on this front.

If they net $10 million they will be reporting $1/share EPS...not a very high bar to hit, imo, considering the size of the coverglass markets.

They are showing the new Texas Insturment phone at the conference as I understood it from the CC. They charge $2-$3 per screen/phone, then take 50%-70% of that, per phone. Do the math...how many cell phones are there out there?

You may want to double check the math, but the concept is pretty darn good. Fat margins as Carestream fronts the costs and then pays UNXL.

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