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Microcap & Penny Stocks : The FR REFR Thread

REFR 1.910

+3.8%

Oct 31 9:30 AM EST

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To: firstresponder who wrote (35)	11/12/2024 9:19:41 PM
From: firstresponder	of 70

My first impressions of the mystery European EV CC remarks: As a 2nd tier supplier, Gauzy will begin shipping film to whoever is making the all-glass roofs for the mystery model in Q2 and Q3 of 2025 to guarantee an adequate supply when the production begins. This tells me Webasto is not making the roofs, because they signed with LG Chem to produce their LC film in 04/24: "The LG Chem plans to supply SGF films to Webasto. The Top 100 automotive supplier will use SGF films to build roof systems with integrated high-tech glass which will be installed in European OEMs. SGF film business is expected to generate hundreds of billions of won in revenue over the next few years. "SGF is a film that can control the amount of light and heat passing through by responding to electrical signals. Primarily used in automotive sunroof glass, SGF is characterized by its opacity under normal conditions, but it becomes transparent when voltage is applied. LG Chem has accumulated over 200 SGF-related patents globally through its liquid crystals..." So that leaves AGP's PDLC e-glass, AGC's WonderLite DX, or??? IMHO, the timeline certainly suggests a Neue Klass connection.

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