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Microcap & Penny Stocks : REFR Since Gauzy -- Ignore unavailable to you. Want to Upgrade?

To: dimtint who wrote (89)	8/9/2024 11:21:25 AM
From: dimtint	Read Replies (1) \| Respond to of 1807

Just playing with numbers may well be OT or dead wrong from the Gauzy 2q24 slides $36.2 million in backlog of which 12.2% is auto. Assume it's all SPD = .122*36.6 = $4.47 million in backlog. Eyal said auto back log ships fast. So next 2 q's? $2.235 million each? or more likely front end weighted Gauzy 1q 24 was $1.3 million in Auto sales Gauzy 2q 24 was $900k in auto sales How are these leveraged into royalties and what is the time lag to REFR's report. I'm going to pretend it shows up from the laminators royalty to REFR in the next q. I'm also ignoring any one time event from the secret service contract. so if the 1q24 $1.3 million in auto revenue at guayz created the 2q24 $490k in refr fee income 1.3/.490 = 2.65 as a leverage ratio so .9/2.65 predicts 3q24 as $339k for 3q24 as fee income for refr But what about the Gauzy backlog for 4q24 for refr? $2.235/2.65 = $843k in fee income for refr As a check in 3/23 Gauzy reported $150k in auto revenues so predict $150/2.65 =$56k in fee income for REFR vs the actual $185k so maybe not a good model at all . Maybe MAR issues.