REFR Since Gauzy Message Board

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Microcap & Penny Stocks : REFR Since Gauzy

REFR 1.770

+1.1%

12:43 PM EST

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To: firstresponder who wrote (1358)	9/15/2025 6:54:07 PM
From: dimtint	4 Recommendations of 1537

To me , this confirms the last of the projections from 3q24 pasted below. Credibility is critical. It gives me faith in gauzys forecasts for their spd business and in their own projections for revenue. We are in a world where high end cars have leather interiors and less expensive cars have cloth and pleather and plastic interiors. I can see that forming with these smart glass sunroofs spd at the high end fixed tint and pdlc at the lower ends. Gauzy has two current known endeavors to improve the spd value . Neutral or black and integrated lam stack. Unlike refr, gauzy is checking off their forecasts. So the mb 50k units a year is fine. Corvette may well be an agp problem and I don’t get the sense from the message boards that electrochemical is a real competitor to spd yet Yutong, the world’s largest bus OEM, increased third quarter orders by 250% year-over-year, positioning Gauzy to extend its global share of buses using its Smart-Vision ADAS Signed our largest-to-date Automotive serial production deal to deliver our LCG® Smart Glass into an average of 50,000 cars per year for nine years with a major European OEM Gauzy selected by Ferrari to supply its SPD smart glass technology to support the serial production of its first ever 4-seater offering for eight years A major international airline contracts Gauzy for cabin shading with LCG® Smart Glass on Boeing 737 MAX fleet Selected by one of the largest cruise ship manufacturers to supply new terminal in Miami, Florida with over 11,000 sqft of LCG® Smart Glass Transparent Display Façade

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