EMAN - eMagin Corp (eman.ob) : microdisplay oled

BigNick ha scritto:

provo a fare qualche ricerca anch'io

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Quando il segugio si mette in azione non lo ferma piu' nessuno

Attenzione anche a questa notizia che avevo postato in precedenza.
In caso di conversione delle obbligazioni e dei warrant (devo approfondire la tempistica relativa) comporterebbe una bella diluizione (sicuramente sta incidendo, a scoppio ritardato, sulle quotazioni) :

dagoweb ha scritto:

Una bella diluizione, ma il mercato non sembra averla disprezzata
(si rimane intorno ad 1$$ con volumi bassi)

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24/08/07
fonte: http://www.sec.gov/Archives/edgar/data/1046995/000101376207001610/forms1.htm

Common stock offered by selling stockholders

Up to 10,955,652 shares, consisting of the following:

· 5,627,960 shares of common stock issuable upon conversion of notes and interest at a conversion
price of $0.75 per share;

· 1,333,333 shares of common stock issuable upon conversion of notes at a conversion price of $1.50
per share;

· 162,500 shares of common stock issuable for payment of $195,000 of fees; and


· up to 3,831,859 shares of common stock issuable upon the exercise of common stock purchase
warrants.

Common Stock to be outstanding after the offering 23,103,285 shares*


* The information above regarding the common stock to be outstanding after the offering is based on 12,147,633 shares of our common stock outstanding as of August 13, 2007.

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Il settore e' in fermento, per esempio panl ... :

(fonte : http://www.fool.com/investing/high-growth/2007/10/03/toshiba-says-me-too.aspx )
Toshiba Says "Me, Too"
By Rich Smith (TMFDitty) October 3, 2007

Man, oh man. When technology changes, it changes fast.

No sooner had Japanese TV maker Sony (NYSE: SNE) announced it will begin commercial production of an 11-inch organic light-emitting diode (OLED) television in time for Christmas, out came rival Toshiba with a me-too announcement. Unfortunately for Toshiba, its news didn't measure up to Sony's. Consumers will have to wait until 2009 to purchase a tiny Toshiba.

That gives Sony a year's head start on gaining -- rather, creating -- market share for the newest flavor in TV viewing. But don't count Toshiba out. With Sony's screen size maxing out smaller than a sheet of notebook paper, even these super-hi-tech sets will have limited market appeal at first -- as demonstrated by Sony's plan to build only 2,000 of them per month.

Whoever wins the market share race at the set level, though, upstream in the manufacturing chain, Universal Display (Nasdaq: PANL) looks sure to benefit. The company has been working with Sony to develop OLED sets since 2001. It also counts LG.Philips LCD (NYSE: LPL) a customer, which in turn sells (LCD) panels to Toshiba. I suspect that whoever else wins this race, Universal Display wins, too.

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Alcuni multipli di panl aggiornati :

Market Cap (intraday)6: 676.91M

Enterprise Value (10-Oct-07)3: 592.67M

Price/Sales (ttm): 61.70

Price/Book (mrq): 7.51

Enterprise Value/Revenue (ttm)3: 54.02

Enterprise Value/EBITDA (ttm)3: -36.681

Revenue (ttm): 10.97M

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E finiamo con il grafico aggiornato :

dagoweb ha scritto:

Il settore e' in fermento, per esempio panl ... :

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il settore però è diverso

BigNick ha scritto:

il settore però è diverso

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Si e' vero, ma anche no

segments of the OLED market:

* Material development and supply: Kodak, Sumitomo and CDT (Cambridge Display Technology), UDC (Universal Display Corporation), Covion, Idemitsu Kosan, Toyo Ink and Others

* Active matrix OLEDs: Samsung SDI, TMDisplay, Sony, AUO, Chi Mei, Samsung SEC, Toppoly, Casio, Canon, Sharp, LG Philips, LCD Seiko Epson, eMagin and MED

* Passive matrix OLEDs: RiTdisplay, Pioneer, Samsung SDI, TDK, LGE, Orion, Kolon NeoView, Ness Display, Univision, Lightronix Lite Array, Truly, Visionox Toppan and others

* Equipment: Tokki, ULVAC, Aixtron, Litrex, OTB, MicroFab, Doo San, Seiko Epson and others

vecchi 3D

curiosando nel forum ho trovato un vecchio 3D che si riferiva a Emagin aperto da Gnappo nel 2003, quotava ancora all'amex, devo dire che ci ha parteciato molta gente:

http://www.finanzaonline.com/forum/showthread.php?t=422725&highlight=ema

non mi torna la quotazione, ci deve esser stato un reverse split ma su prophet non è indicato, ne sapete qualcosa ?

BigNick ha scritto:

curiosando nel forum ho trovato un vecchio 3D che si riferiva a Emagin aperto da Gnappo nel 2003, quotava ancora all'amex, devo dire che ci ha parteciato molta gente:

http://www.finanzaonline.com/forum/showthread.php?t=422725&highlight=ema

non mi torna la quotazione, ci deve esser stato un reverse split ma su prophet non è indicato, ne sapete qualcosa ?

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L'ha fatto a Novembre 2006

http://seekingalpha.com/article/22244-emagin-virtual-reality-clashes-with-the-real-world


eMagin - Virtual Reality Clashes With The Real World
posted on: December 12, 2006 | about stocks: EMA
eMagin Corp. (EMA) designs, manufactures and sells "virtual imaging products." These products make use of organic light-emitting diode [OLED] display technology. The company manufactures the Z800, a 105-inch virtual display for movies, video games, and other applications. The Z800 has garnered rave reviews but with a $549 retail tag is pricey and that hampers its marketability.

Another of eMagin's products is MicroViewer, an imaging device that combines OLED microdisplay technology with optical lenses and an electronic interface for near-eye virtual imaging.

eMagin is headquartered in Seattle and sells its products to the military, medical, industrial and consumer markets. The company has a strategic partnership with Eastman Kodak. During a recent conference call, the firm made vague references to a potential contract for a thermal imaging deal worth up to $40 million over six years.

eMagin is a classic "rock bottom stock" -- in dire financial straits and maybe doomed. Some might say its tank has been running on "eMagination" and is close to empty. Although its technology is widely acclaimed, its stock has performed poorly in the real world. The company reported a $13 million loss for the last quarter, and the company effected a 1 for 10 reverse stock split last month to avoid delisting. Yesterday, (Monday, Dec 11) the stock closed at $1.58, down two cents.

The 52-week range for EMA is 1.52 - 7.20. The 50-day moving average is 2.00 and the 200-dma is 2.54.

EMA turned up in one of my screens today. This screen fishes for stocks that have hit bottom and are poised to rebound. It is the same filter that on Friday reported Advancis Pharmaceuticals (AVNC) had bottomed and would soon turn up. A day later, AVNC jumped 12% to close at $3.65

Trading rock bottom stocks is extremely risky. For that reason, I approach most of these stocks as speculative, short-term swing trades, which is my strategy on eMagin.

It may take a miracle (or a buyout) to put a rudder back on this ship, and losing $13 million a quarter is a toxic recipe for bankruptcy. Still, I like small firms with cutting edge products that receive rave reviews, and it makes me wonder whether these positives might pique a potential buyer's interest.

In my experience with small stocks such as EMA, a confirmed bottom is typically followed by a price spike. Although this upward movement is usually not be sustained and the price falls back, I often find good swing trades along the way.

I do not own EMA but I have added it to my watch list. Looking at its recent behavior, I don't expect much play below yesterday's close ($1.58) and if I see support at this level and a chance to buy at $1.55, I may jump in, hold for up to 60 days, and look to exit on a 20% price spike within that time frame.

Ricapitolando le "belle" notizie (degli ultimi 12 mesi) :
* si e' fatta un reverse stock split 10x1
* e' passata dall'amex all'otc
* ha gia' disposto una vigorosa diluizione (quasi raddoppiera' le azioni sul mercato)

Concludendo :
o fallisce miseramente o fa il botto.

dagoweb ha scritto:

Ricapitolando le "belle" notizie (degli ultimi 12 mesi) :
* si e' fatta un reverse stock split 10x1
* e' passata dall'amex all'otc
* ha gia' disposto una vigorosa diluizione (quasi raddoppiera' le azioni sul mercato)

Concludendo :
o fallisce miseramente o fa il botto.

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beh speriamo che il rialzo di Luglio non sia già il rimbalzo del gatto morto

Ho dato un'altra occhiata al documento relativo alla vendita delle azioni da parte degli attuali azionisti :
http://www.sec.gov/Archives/edgar/data/1046995/000101376207001610/forms1.htm

ho trovato una cosa che non capisco
1) ero convinto che il numero totale di azioni attuale fosse 12 milioni (circa),
ed in effetti yahoo & co riportano quel valore (con qualche differenza)
http://finance.yahoo.com/q/ks?s=EMAN.OB
http://www.marketwatch.com/quotes/eman
invece nel documento (pag.54) trovo indicato 31 milioni ...

Ci sarebbe anche un'altra cosa strana, il numero di azioni posseduto dal primo azionista della tabella, prima e dopo la vendita ...

dagoweb ha scritto:

Ho dato un'altra occhiata al documento relativo alla vendita delle azioni da parte degli attuali azionisti :
http://www.sec.gov/Archives/edgar/data/1046995/000101376207001610/forms1.htm

ho trovato una cosa che non capisco
1) ero convinto che il numero totale di azioni attuale fosse 12 milioni (circa),
ed in effetti yahoo & co riportano quel valore (con qualche differenza)
http://finance.yahoo.com/q/ks?s=EMAN.OB
http://www.marketwatch.com/quotes/eman
invece nel documento (pag.54) trovo indicato 31 milioni ...

Ci sarebbe anche un'altra cosa strana, il numero di azioni posseduto dal primo azionista della tabella, prima e dopo la vendita ...

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bohh !

Ho guardato anche nell'ultima trimestrale, il numero di azioni sembrerebbe essere, al 30/6/2007, 11 milioni e spiccioli (*) ...
ma la mano sul fuoco non ce la metto,
e il mio dubbio rimane (ma ho visto che non sono il solo a non capire )

(*) la conversione dei warrants e delle obbligazioni in circolazione potranno far aumentare questo numero.

Press Release Source: eMagin Corporation

eMagin Announces New SVGA 3DS OLED-XL(TM) Microdisplay
Tuesday October 23, 8:30 am ET
World's Smallest Pixel Pitch Microdisplay to Ship in First Quarter

BELLEVUE, Wash.--(BUSINESS WIRE)--eMagin Corporation (OTC:EMAN - News), a leader in OLED technology, will begin taking orders for its SVGA 3DS OLED-XL microdisplay at next week’s Night Vision Conference in Washington, D,C. The company expects to begin shipping the product in the first quarter of 2008.

“There has been growing interest in the SVGA 3DS OLED-XL microdisplay since we demonstrated it to the industry at the SID conference last May,” said Susan Jones, executive vice president and chief marketing officer, eMagin Corporation. “While we’re in the first stages of manufacturing right now, this product offers potential for lower costs that will in turn open up new applications.”

The SVGA-3DS microdisplay offers both analog and digital signal processing in a compact display (0.44-inch) with greater power efficiency. This high-density OLED-on-silicon microdisplay promises an affordable, easy-to-integrate solution for many virtual imaging systems. eMagin’s SVGA-3DS microdisplays eliminate the need for extra circuitry and components while allowing for a smaller display module design with increased functionality, with no increase in power consumption.

Specific improvements include increased pixel uniformity, improved color gamut, on-chip temperature sensor and compensation, and compatibility with both analog RGB and digital video signals. The 800 x 600-pixel array comprises triads of vertical sub-pixels stacked side by side to make up each 11.1 x 11.1-micrometer color pixel. Versatile timing controls accommodate a variety of video formats. On-board circuitry ensures consistent color and brightness over a wide range of operating temperatures.

About eMagin Corporation

A leader in OLED microdisplay technology and personal display systems, eMagin integrates high-resolution OLED microdisplays with magnifying optics to deliver virtual images comparable to large-screen computer and television displays in portable, low-power, lightweight personal displays. eMagin microdisplays provide near-eye imagery in a variety of products from military, industrial, medical and consumer OEMs. The company’s own Z800 3DVisor provides 3D stereovision and headtracking for PC gaming, training and simulation, immersion therapy, and other applications. eMagin's microdisplay manufacturing and R&D operations are co-located with IBM on its campus in East Fishkill, New York. System design facilities and sales and marketing are located in Bellevue, Washington.

Note: OLED-XL and 3DVisor are trademarks of eMagin Corporation.

ciao Dago, interessante la notizia, un segno di vita

Ehi Big,
ti lascio solo in trincea, ho venduto con un bel loss di 600 dollaroni.
L'ho fatto perche' non ci ho capito una cippa sulla situazione
del numero effettivo di azioni in giro, altrimenti avrei tenuto.
Naturalmente continuo a monitorare l'ambaradan cosi'
vediamo se si avvera l' "andamento nvtl" dopo una mia uscita (o non entrata)

dagoweb ha scritto:

Ehi Big,
ti lascio solo in trincea, ho venduto con un bel loss di 600 dollaroni.
L'ho fatto perche' non ci ho capito una cippa sulla situazione
del numero effettivo di azioni in giro, altrimenti avrei tenuto.
Naturalmente continuo a monitorare l'ambaradan cosi'
vediamo se si avvera l' "andamento nvtl" dopo una mia uscita (o non entrata)

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azz di nuovo solo

oggi volume inconsueto per Eman, non dirmi che è tutto volume tuo ?

BigNick ha scritto:

azz di nuovo solo

oggi volume inconsueto per Eman, non dirmi che è tutto volume tuo ?

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Non sono cosi' pazzo
Ne avevo solo 4000.

Ah dimenticavo,
adesso anche il dollaro recuperera' ... quando le avevo comprate era a 1,35 mentre oggi e' a 1,42

Che dici cambio nickname ? Mr.Timing sarebbe perfetto

Ciao Dago, supera la resistenza a 1,05, volumi sempre inesistenti però, buona la notizia di oggi, http://biz.yahoo.com/bw/071029/20071029005361.html?.v=1
eMagin OLEDs Enable Saab's New Virtual Image Display
Monday October 29, 8:40 am ET
Low-Power, Rugged OLED Unit Offers Compact, Easy-to-Read Viewer

BELLEVUE, Wash.--(BUSINESS WIRE)--Saab Avitronics has chosen eMagin (OTC:EMAN - News) microdisplays for its news Multi-Purpose Virtual Image Display (VID). The unit comprises high-performance magnifying optics and the OLED, sealed in an aluminum casing.

ADVERTISEMENT
Saab’s compact VID is suitable for combat vehicles, aircraft, helicopters, and naval vessels using a wide range of sensors such as electro-optical, infrared, low-light television, and radars. Its collimating lens provides a comfortable viewing distance even at very close range. Sealed in an aluminum casing, the VID offers a compact, lightweight, rugged alternative to legacy CRT-based systems.

According to Torbjörn Lönnqvist, Senior Marketing and Sales Executive, Saab Avitronics, “The combination of our collimating lens with the OLED microdisplay delivers important visual data in a substantially smaller package, barely half the size of legacy systems.”

“Saab’s VID will save valuable space inside cockpits; its collimating lens delivers an easy-to-read image regardless of the viewer’s proximity to the screen,” said Susan Jones, executive vice president, eMagin Corporation. “Their design illustrates how well OLED-based microdisplays can deliver a projected image.”

questo è il prodotto in di SAAB in questione:

http://www.saabgroup.com/en/ProductsServices/products_az.htm

Uela' Big,
ieri ha toccato anche 1,20 (volumi bassini ma non si puo' avere tutto dalla vita )
Ricordati che il 14/11 ci dovrebbe essere la trimestrale.

Per quanto mi riguarda, confermo che la "scommessa" dal punto di vista industriale ci sta' tutta ma finche' non risolvo il rebus del numero di azioni totali della societa' rimango alla finestra
(dal numero di azioni dipende la capitalizzazione e di conseguenza i multipli).

* Un'altra news fresca fresca.
* Come avevo anticipato, si parla di potenziali sviluppi in ambito militare

Press Release Source: eMagin Corporation

eMagin Debuts SVGA 3DS OLED-XL(TM) Microdisplay at Night Vision
Tuesday October 30, 8:15 am ET

WASHINGTON--(BUSINESS WIRE)--eMagin Corporation (OTC:EMAN - News), a leader in OLED technology and personal displays, will demonstrate and take first orders for its new SVGA 3DS OLED-XL microdisplay in booth 20 at the 2007 Night Vision Conference and Exhibition. The exhibition will be held today and tomorrow at the Ronald Reagan Building here in Washington.

The new SVGA-3DS OLED-XL microdisplay offers both analog and digital signal processing in a compact package (0.44-inch) with greater power efficiency. This high-density OLED-on-silicon microdisplay promises an affordable, easy-to-integrate solution for many virtual imaging systems. eMagin’s SVGA-3DS microdisplays eliminate the need for extra circuitry and components while allowing for a smaller display module design with increased functionality, with no increase in power consumption.

Specific improvements include increased pixel uniformity, improved color gamut, automatic temperature compensated gamma and luminance control, and compatibility with both analog RGB and digital video signals. The 800 x 600-pixel array comprises triads of vertical sub-pixels stacked side by side to make up each 11.1 x 11.1-micrometer color pixel. Versatile timing controls accommodate a variety of analog and digital video formats.

“The SVGA 3DS OLED-XL microdisplay offers significant improvements in performance and cost for thermal imaging and night vision systems,” said Susan Jones, executive vice president, eMagin Corporation. “Its small size supports even more compact systems for hand-held, helmet-mounted, and weapon-mounted systems.”

eMagin OLED and OLED-XL microdisplays are increasingly used in a range of thermal imaging products, including systems from other exhibitors – DRS, FLIR Systems, Insight Technology, Liteye Systems, Nivisys, Northrop Grumman, and Thales.

dagoweb ha scritto:

Uela' Big,
ieri ha toccato anche 1,20 (volumi bassini ma non si puo' avere tutto dalla vita )
Ricordati che il 14/11 ci dovrebbe essere la trimestrale.

Per quanto mi riguarda, confermo che la "scommessa" dal punto di vista industriale ci sta' tutta ma finche' non risolvo il rebus del numero di azioni totali della societa' rimango alla finestra
(dal numero di azioni dipende la capitalizzazione e di conseguenza i multipli).

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dai Dago vedi di risolvere sto rebus del numero di azioni e torna a farmi compagnia, se no mollo amch'io

bella la notizia, anche se, se non ho capito male nel settore militare non hanno grossi margini