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Technology Stocks : Research Frontiers (REFR)

REFR 1.470

-0.7%

Dec 19 3:59 PM EST

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To: Scoop2.0 who wrote (50088)	11/8/2025 1:29:15 PM
From: Suntanner	1 Recommendation Recommended By longonrefr Read Replies (1) of 50388

My take differs from my sources however I'll throw some things out there to digest. The CEO put it all on him more than ever this conf call. He decided to leave all the positives and/or potential positives to the very end of the call so NO ONE could take him to task on his rosy observations. I didn't like that UNLESS the CEO will FINALLY deliver on his calls. I believe he has good news brewing, BUT they always take time or fallout. The Hyundai question on the conf call was case in point for the CEO to leave things until the end BUT the CEO needs to know by now its put up or shut up time. Thats on the conf call. I thought the call was a 6.5 and if he has deals behind him its a 9.5/10. The running thoughts, post the recent write up on REFR is will they land higher volume auto models in 2026?! The CEO being keynote and chairman of Auto show Move 18-19 sounds to me like REFR is confident 2026 is going to be the best year ever for the company in Autos and Architecture. I fully agree with this thesis. I researched the Celestiq news and it looks like that came out of left field for them and it was allowed to be announced at CES. Maybe this CES is as BIG or BIGGER ( Escalades and Denali trucks?) I think Q2 could hit 650-750k in revs but the real growth comes in 2H26. 1.0-1.7m per qtr coming from 6-8 car models by Q3-Q4 and 300-500k per qtr from architecture in 2H26. GM has to turn over to REFR on Corvette in 2h26 and Cadillac Celestiq must open the door to other Cadillacs adopting SPD in 2026. I see, 2 Asians using us; 2 europeans and 2 US OEMs in 2026. It's the car business and its the CEO's lack of having many boots on the ground inside and outside his organization in SALES so maybe cut it in half 1:1:1 which still is major forward progress. The time to own more REFR is NOW bcuz the revs are going back up strongly on licensee having hit sales threshold and I believe AITGroup has no sales threshold so we should see Q1 or Q2 royalties there as retrofit sells we get paid. Gauzy is a major disappointment in the new sales area and maybe its time we all push for a second source to apply pressure to them. Eyal is our film provider, a shareholder and a board member and he's not showing his investment the proper amount of respect. IF that doesn't change next FRIDAY its time to voice our demands. Lastly, REFR more than ever is a takeover target and trust me someone is going to acquire a lot of shares and push that narrative IF GAUZ and REFR don't deliver. I think the true driver to be long and why its not like 100 false starts is pricing for SPD film is able to be priced competitively net net to their advantages to PDLC. The brands that are above basic cars and slightly below Ferraris of the world and lower are coming for it. We are not staying low priced much longer. BEST Condition the company has ever been in and the takeover potential has never been more probable than 2026. Good luck to all and lets see JH and Eyal deliver the incredibleness we all know they can starting late Nov - late March for starters.

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