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Microcap & Penny Stocks : The FR REFR Thread -- Ignore unavailable to you. Want to Upgrade?

To: firstresponder who wrote (16)	11/9/2024 3:21:05 PM
From: firstresponder	Read Replies (1) \| Respond to of 70

RFI Q3 2024 CC, post 17: Moderator: Our next question comes from Michael Foster. MF: In light of this, what sounds like a very rosy picture about sales and I'm reminded of what you told us when Gauzy was added as a film supplier, that was a great development because OEMs like to have more than one supplier. So what has been done to add SPD film producers beyond Gauzy? JH: So there's a balance, Michael, between having too many film suppliers and having the ones that you have, have every incentive to invest in innovation, quality assurance and everything like that. Otherwise, we become like PDLC, which is a very spotty technology in many areas, not at Gauzy. They doa great PDLC product, which is what we love about them is that they have the same commitment to quality we do. It has not been a consideration by any of the carmakers that we're dealing with. Not one of them has mentioned that as an issue anymore. I think they're comfortable with the fact that, A, they've done side audits of Gauzy, they know their production facility, they know their capacity, there's not going to be a capacity constraint if Ford or GM decided to put this on every car, being able to produce enough film for that. And they also know that if there was and if Gauzy didn't make the necessary investments to continue to replicate capability like they've been doing throughout the world, we could always license new companies to do this. So that hasn't been an area where , but the other part of your question, I think, is on the end product side, we find that the glass laminators are the ones that the carmakers focus on having redundancy on, because they're the ones that are buying the film and pricing it and selling it to the automakers. And there we have very good redundancy across multiple suppliers for the automakers. So they like that. And some of our discussions recently have been making sure that we always preserve it on the end product side. MF: Well, I wasn't being critical of Gauzy. They seem to be... JH: Oh, no, I don't think you were. I don't think you were. I just think it's a good question. MF: Yes. So, both at the point of volumes, if we have this great opportunity to sell product, it sounds like we would benefit from having somebody else who's producing film just so that there is an adequate supply. And that's why I'm asking what has been done to add film producers? JH: Discussion specifically about capacity expansion plans and also the ability to talk to other licensees, prospective licensees to make film. MF: Well, I… JH: I can't say more about it. I can't say any more about it. It's strategic and this is an open call. So, but it hasn't been a factor in terms of capacity. I've looked at Gauzy's expansion plans.They could make as much film as we think is going to be needed, and they have every intention of doing that. MF: Okay. I'm good on the question. JH: Okay. Thanks. Cont'd