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Microcap & Penny Stocks : REFR Since Gauzy
REFR 1.570+0.6%Nov 10 3:59 PM EST
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To: N. Dixon who wrote (920)4/16/2025 12:37:06 AM
From: N. Dixon  Read Replies (1) of 1581
 
I take heart at what Peso said in Gauzy CC.

In our Automotive division, our serial production program with Ferrari to supply our SPD or suspended particle device smart glass technology to support their first ever four seater in acceleratingas the overwhelming majority of customers opt for the smart glass option over carbon.

We also expect to ramp deliveries to two other large OEMs in 2025 and we’re especially excited that we will be featured by Daimler at the Shanghai Auto Show this spring.

Don't mean to parse words but I think this statement could be saying

1. Blue bold. Ferrari using SPD is already public.

2. Green bold The statement after says the majority of customers chose smart roof "over carbon." This could apply to PDLC, but I think that SPD would have a larger impact on carbon emissions as it blocks more heat.

3. Black bold. Are the two other large OEMs going to use SPD? Even though this statement does not singl out SPD, I think the fact he says this as he is discussing SPD benefits.

So, although we've been disappointed by the choice of PDLC in auto, I believe that we will have at least one announcement, and that it will be a mid-priced car. The good news is that's all we'd need to be profitable.

ND
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