RE: Patents24 Mar 2023 09:23
Whatever it is, there unfortunately seems to be a sense of ‘no confidence’ in BT’s ability ti commercialise orders. Given the record of lengthy delays and cancellations, as well as the recent Samsung debacle, it is not surprising.
BT needs to deliver success before we can expect growth in the share price, something he has plainly failed to achieve to date. I hope he had a sound business plan but the continued silence might suggest otherwise?
My current guess, now that patent validity is secure, is that BT may plan to sell Display to someone like LG or Sony and the rest to other firms that might be interested, such as Google, Apple or ST Micro? Just how much that could raise is anyone’s guess but I can’t see the Display business holding much value if manufacturers can simply buy direct from Samsung. Have heard nothing to say they cannot and some indications they can.