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Technology Stocks : Research Frontiers (REFR)

REFR 1.380

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9:30 AM EST

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From: Suntanner	11/1/2025 10:01:37 AM
	1 Recommendation Recommended By JubilationT Read Replies (3) of 50398

The RetroWal product is the biggest single event for REFR in its 35-40 year history. Why? This product addresses a TAM that's exponentially bigger than Autos Aero combined. The product was released 1.5 years ago and now its ready for commercialization as JH prepared us for all year. The guy has delivered. These projects that will ultimately be won will drive film pricing down hard and open the door to Cadillac to jump from one car (Celestiq) to multiple Cadillac cars (14 in total under the brand)?! How many no one knows, BUT CEO said last conf call multiple models being considered and Corvette was never one of them. We all know Corvette was a big mistake whoever approved that roof. Advantage REFR. I think Glass Build will lead to Auto OEMs hearing about favorable pricing for a far better SPD technology than PDLC for the first time EVER! Look for current OEMs like Ferrari going to more models in 2026, GM being the most lucrative upside potential of the bunch as car pricing is much lower than the other brands. We have Hyundai and one other Asian player very interested too. The new European name is yet to be rumored or heard of too. All in all, REFR hit 40 per share once before on the prospect of SPD. The dilution since 2002 has been 10 million to 13 million shares however the reality of the SPD tech being commercialized and the technology reaching BLACK should bring investors to driving share price to the equivalent price at some point post Auto wins and Architecture wins over next 6 months IMO. US Govt possible for Retro Wal GM Hyundai Ferrari Tesla BMW VW Porsche Toyota Mercedes possible wins for Auto Next week could be a favorable week post Glass Build. Hopefully company will update on the show participation etc... IMO Over 2.75 coming prior to CES and well over 3.00 post it.

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