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

To: N. Dixon who wrote (1388)	9/24/2025 8:04:19 PM
From: firstresponder	2 Recommendations Recommended By JoAnnBarbour N. Dixon Respond to of 1520

From the 1035 Invesment Philosophy webpage: "At 1035, our goal is to be more strategic and forward thinking when evaluating investment opportunities. We believe there is a place for analytical technology and include it in our process to highlight ideas, but not to automatically trade without further research. Instead, we seek to understand the factors that drive long-term value creation such as increasing sales growth, improving margins, and/or better asset utilization. This allows us to identify companies that should exhibit those traits 6-12 months into the future." Hopeully starting Q2 2026.

To: N. Dixon who wrote (1388)	9/25/2025 7:52:08 AM
From: dimtint	Read Replies (3) \| Respond to of 1520

I thought it was a good summary of the various cc claims. The pet-ito cost claim surprised me and I wonder if it’s correct. I know that pet-ito prices have come down a lot in the last many years in part because of their use in photovoltaics. Joe talks an about spd film as the cost issue. Pdlc also uses pet-Ito so from a cost comparison spd to pdlc they should cancel out. IF there is a volume cost issue, gauzys 50k units/year of pdlc roof ?should? Help get the costs down for spd roofs as well. Anyone heard this before about pet- Ito cost as the issue?