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Microcap & Penny Stocks : REFR Since Gauzy
REFR 1.910+3.8%Oct 31 9:30 AM EST
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To: firstresponder who wrote (1402)9/26/2025 1:04:39 PM
From: dimtint1 Recommendation

Recommended By
JoAnnBarbour

  Read Replies (2) of 1520
 
Thank you.
This assumes that the input prices for everything but the PET-ITO is the same for PDLC and SPD, something we know is not true about the lamination cost, which is higher for SPD. I also think the processing to make the SPD is more expensive. PDLC is a commodity product at this point with defined grades of film based on categories like haze.
The question from the article is purchase quantity of PET-ITO the actual cost holding back SPD I personally remain skeptical that this is the only issue and that Gauzy with all it's PDLC manufacturing, can't get some volume pricing for their SPD.

if I email Joe and he replies, I'll post his reply
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