Re: UniPixel Awarded 17th Design Win in 2016
in response to
by
posted on
Jun 13, 2016 01:25PM
XTouch Metal Mesh Touch Sensors and Diamond Guard Hard Coat Resin (Glass Replacement Technology)
Very good assessment.
I doubt that a year ago today, any of us would have predicted that UNXL would have 21 design wins of which 17 would come in the first half of 2016, just one year after the acquisition of atml. They also achieved the technology transfer ahead of schedule, yielding better margins.
And they are only producing at 15% of capacity. I wonder what it will be this time next year.
Needless to say, given most things remain normal, revenues and the pps should be significantly higher by then. Somehow they managed to remain debt free and hold a cash position with the outstanding shares still at very respectable levels.
And given any unexpected bullish surprises, we could be significantly higher. ( buy out, major contract, etc etc). And, of course, given any bearish surprises, who knows how that could effect the pps, but the odds look for the previous scenario to occur rather than the latter.
Sure would be nice if INTEL decided to up their ecosystem status, in light of all the ongoing ramp.