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Technology Stocks : Research Frontiers (REFR) -- Ignore unavailable to you. Want to Upgrade?

To: slipperywhenwet who wrote (45978)	6/15/2024 10:38:07 AM
From: wallstreetbull	Read Replies (1) \| Respond to of 50491

The numbers are rapidly improving for Gauzy, and that is without any large mid-sized OEM deals in those numbers. Just look at the q1 report from Gauzy. Q2 will tell us if that continues. The comment on the 1.5-2.5 years to get glitches out of the production line is history. I think that's more about having auto-quality yields high enough to make it profitable for mid-sized vehicles. This was discussed and commented on by several posters here, including myself. Anyone can clear up the other questions with one email to Gauzy or Refr. Perhaps someone has done so and won't post it here. The 1 million square meters or 600 square meters is a matter of having five things all in sync and ready. The line might be able to produce 1 million square meters, but that does not mean with enough emulsion capability. That should be clarified when numbers like that are put out; otherwise, it's somewhat misleading.

To: slipperywhenwet who wrote (45978)	6/15/2024 12:23:30 PM
From: longonrefr	Respond to of 50491

Also according to sec 116 of the F-1, they are developing an EC program to become a one stop shop of all three light control technologies. So, I guess that is how they are replying to Ambilight. I think maybe you mean how to respond to gentex who sells a zillion ec mirrors in cars...vision systems, gauzy has a ton to do with auto mirrors where slow change ec is proven...ec for gauzy would be for mirrors in autos as that is ec main application by miles and miles and gauzy, vision systems is big into auto mirrors..it will take them time for them to get ec going if they even ever do, a plan they say, they did not put a time frame on it..I don't think they'd be looking to spend more money soon , not until spd sells more for them and pdlc and mirrors, their current businesses