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Technology Stocks : Research Frontiers (REFR)
REFR 1.910+3.8%Oct 31 3:58 PM EST
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From: dimtint4/9/2020 8:38:32 AM
7 Recommendations

Recommended By
Auger50
davegreen
herewecome2001
JoAnnBarbour
LiberAbbaci

and 2 more members

  Read Replies (1) of 50006
 
It's nice to see some confirmation appearing to Joe's comment about 3 vehicles doing 30x all the film in the next while:

1) Rivian (is that one or two--R1S + R1T or both together... and Joe couldn't have known about Amazon at the time)
2)Harrier could be huge if it slots close-ish above the Rav4
3) ?
...maybe W223? or some other model that will appear soon...I was under the impression from the AM 2019, that this 30x did not include the W223 fwiw

I figure MAR is about 400k/year and some of the fee income hides in MAR so I'm guessing all the film as film sales is worth $1.3 million in 2019. I'm guessing that the volume discount on cars is 50%, so call it $650k worth of film going forward. So these three models are worth 30 * $650k/year = $19.5 million once their production numbers ramp. Maybe this is a 2021 full ramp or maybe 2022, given where the Harrier actually gets sold if it comes here as a Venza or a Lexus RX etc.

Of course if these happen, there is essentially no doubt that there is a burgeoning pipeline behind these vehicles, some of which we seem to know about...
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