Msg 12772 of 12772 at 8/5/2014 10:09:23 AM by
capx
In response to msg 12770 by shockexchange101 view thread
Re: Anyone going to listen to the KODK call tomorrow
http://files.shareholder.com/downloads/EK/0x0x688241/5289d936-0d6d-4080-920a-6efb8ba3dcd2/Kodak Summary.pdf
Check slide #3 and the rest
Segment 1: Product Goods Packaging
Sustainable growth with areas of high growth
Addressed Market $2B Total Market $247B
Segment 2: Graphic Communications
Increasing the value of the printed page in a hybrid, multi-media world
Addressed Market $13B $455B Market
Segment 3: Functional Printing
Printing to deliver functionality beyond visual communications (UNXL InTouch is part of other technologies included here)
Addressed Market $2B $28B Market
2012 Revenue: $2.7 billion (With DI/PI: $4.1Billion)
Kodak forecast:
EBITDA : On track to deliver $167 million in 2013, $209Million in 2014 and $209 million in 2017
What is the projected revenue for UNXL in 2014?
How does UNXL-Kodak partnership revenue compare to $209 Million in 2014 projected EBITDA for Kodak?
Does it look like Kodak is heavily dependent on UNXL revenue in 2014? Maybe UNXL will be significant after 2015 and hit Kodak's threshold after 2015. That was my point. jmo.