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Technology Stocks : Research Frontiers (REFR)
REFR 1.880-3.1%Nov 3 9:30 AM EST
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JoAnnBarbour
LiberAbbaci
tinknocker
To: slipperywhenwet who wrote (24021)8/16/2018 8:03:51 AM
From: dimtint3 Recommendations   of 50032
 
This is a poochie kind of straw person argument. Hanamac <> Gauzy.
Gauzy is profitable in LC, came to RFI for a license, built a book of biz for SPD, developed a mass production process for it, has projects on hand and bought ~10% of RFI. I think they know more about what they can sell and at what price than either of us.

And just to make the argument fully circular. If Gauzy can drop the price of SPD another 30%, the Hanamacs of the world might actually be able to move forward.

But yes, your basic point is correct. SPD has had much more trouble than I ever imagined it would when MB picked it up and it was going SLK =>SL=>S=>E +V+ etc etc. I think there is an amazing aspect to the technology and then there is the reality of the cost. Gauzy might well be the way to get the cost down.

At the end of the day though, it's a 90 cent stock, there's not much risk here.

As for bubbles, Joe was talking about Hondajet in 2010. He obviously lied about the time frame because he knew all the engine issues that HJ would have later on, same with Epic and same with Panasonic. Joe obviously knew that the UL listing would take into late 2018 or longer despite Panasonic's own assertions that they would enter NA in 2018. Joe should always go against the licensees messaging that's the best way to run a license business. I imagine you think they should post price sales info for their end users on their website.
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