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To: JoAnnBarbour who wrote (1182)8/7/2025 4:18:21 PM
From: dimtint5 Recommendations

Recommended By
DashernComet
firstresponder
JoAnnBarbour
N. Dixon
tinknocker

  Respond to of 1556
 
I wonder how much of the 1q fee income pop was related to stockpiling in advance of the AGP bankruptcy



To: JoAnnBarbour who wrote (1182)8/7/2025 4:18:36 PM
From: Suntanner  Read Replies (1) | Respond to of 1556
 
not accurate

they got paid the cash but cant show the revs

all good and retrofit is coming



To: JoAnnBarbour who wrote (1182)8/7/2025 6:02:23 PM
From: DashernComet2 Recommendations

Recommended By
poccidenarri
tinknocker

  Read Replies (1) | Respond to of 1556
 
From the 2Q10

“These positive operational results were offset by one-time accounting charges relating to the bankruptcy in the second quarter of 2025 of one of the Company’s European licensees supplying Ferrari with SPD-SmartGlass roofs.”

Can someone tell me why this was not a sufficiently material event to warrant a press release in June?