SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Microcap & Penny Stocks : REFR Since Gauzy
REFR 1.249-0.9%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JoAnnBarbour who wrote (1780)1/27/2026 8:09:13 AM
From: dimtint3 Recommendations

Recommended By
Auger50
DashernComet
JubilationT

  Read Replies (1) of 1794
 
I am done defending Gauzy. Eyal is clearly making some hard personal choices and hopefully he has the mental wherewithal to drive the company to success. the 12 million cram down was something like 12 million share plus equal number of warrants. Now we have 50 million equity line at these kind of prices is another 50 million-ish shares.

Meanwhile, although the release says there's an update on financial position there isn't. Not clear what happened with Vision or why suddenly there's such a cash crunch that they need all this cram down.

JH took credit for getting Gauzy and Vision together. Wonder how he feels about it now + the plenty of liquidity comments.

I've gone from the show me stage of refr to the burn it all down stage. I know that. My advice to Joe is if Gauzy crashes and burns, raise a bunch of equity, buy the physical SPD manufacturing assets and go it alone. Time to succeed or end it trying, but this ridiculous 30 year odyssey to find a producer of SPD while Bob and Joe take no risk and retire in place needs to end for SPD to have any chance of actual commercial success.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext