Sanyo/DNP deal by the end of January?https://management.itmanagersjournal.com/management/04/01/15/239206.shtml?tid=103&tid=85
WEDX
I still like this little name long, but the longer it takes for the company to form an alliance, or forge a manufacturing deal, then the more the stock can pull back between now and potential news of such a deal. That said, from what I am hearing and seeing I would not be surprised if there is a manufacturing deal as soon as by the end of January. Such a deal could also involve a small ownership stake in Westaim's iFire division. DNP is one potential partner that comes to mind. Sanyo is another potential partner, and it's possible that a marketing deal might materialize sometime before the end of the first half of this year.
Today, CS First Boston reported on the difficulties with LCD yields at the gen-5 fabs (folks I know in the business estimate that the yields are 18%). It was expected the newer larger fabs would see an increase in LCD yields, but they are not. Essentially, the plasma guys have said they want the +50-inch market, the LCD guys are saying the <22-inch market is theirs, leaving the middle of this market wide open. iFire has a huge cost of production advantage over LCD as well as plasma, and relatively speaking, very few people know the story yet.
I still love this name longer-term (six to nine months) and would look to add on pull backs. The timing of an announcement is important, however, since the longer it takes for a deal to be announced there is risk that WEDX moves sideways with a slight downward bias for a while. Potentially, if any deals take sufficiently long to be announced, it's possible the stock pulls back to as low as the $3 level. Absent any news to act as an upward catalyst, the natural flow of WEDX stock will be to pullback; people get antsy waiting these things out, and when they get antsy, they sell.