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

To: dimtint who wrote (1102)	7/10/2025 12:24:44 PM
From: N. Dixon	3 Recommendations Recommended By dimtint JoAnnBarbour tinknocker Read Replies (2) \| Respond to of 1520

Barring Corvette which is unconfirmed, SPD has the same stable of car models that it had 2 years ago, will Gauzy get it to win the value proposition of cost, performance and ease of use. They keep solving problems, but is it finally good enough outside of house priced cars? I think this is the main issue. Are we relegated to a niche market, or will we break through to the larger volume models? We know that, although no new cars announced, we were very near cash flow positive last quarter. So could we, with just Corvette, an Asian car and architectural sales become a very profitable company? I think that's the million (or many millions) dollar question. An announcement from GM on Corvette and a bump in the financials will assuage some of the concerns here. Am not shocked by Tier 1 supplier not knowing the benefits of SPD vs PDLC. Most likely they are looking at their competitors choices. And sadly, it's been PDLC in the mid-size market. Corvette's competition include McClaren and Ferrari, so it makes sense they will know how customers like SPD for heat and glare issues. I was chastened when Rivian dumped SPD and at that time I was told by their sales that they believed that low e glass would take care of those issues. It did not and they then went with PDLC. It's normal for a company to look for the lowest-priced solution. And Rivian believed that PDLC was the main choice for other companies and so will work for them. So will this persist? Will there be no realization that even though it's more costly, SPD's benefits outweigh the cost issue? That is why to me, Asian car and Corvette are important. Any mid-priced vehicle has a chance to finally persuade those currently choosing PDLC, that SPD is now their competition. ND