Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dimtint who wrote (1391)	9/25/2025 11:21:59 AM
From: N. Dixon	Read Replies (2) \| Respond to of 1519

I see the example of PET-ITO pictured in the article, but really don't understand the physics of it all. Is it something that has to do with the recent joint press release on prefabrication. This is what caught eye. I posted about the dilemma of needing cheaper product and to do so would require great usage, which is hampered by current price. I referred to this specifically as "chicken and egg" problem. I hadn't read the first article until today and was thrilled to find this excerpt: While REFR has found niche success, the lack of scale has capped growth. We believe that may now be changing. The company appears to be signaling the end of this “chicken and egg” problem, making this an opportune time to reassess the technology and its applications. In this article, we will focus on two near-term growth drivers, automotive and architectural glass. Recently, Gauzy, REFR’s Israeli manufacturing partner, announced an expansion of SPD production capacity. We believe this signals the end of the bottleneck that has long limited SPD adoption. In our view, REFR is approaching an inflection point, driven by a growing backlog of automotive models and a new architectural retrofit product. Now either Joe is a glutton for punishment in the next CC, or good stuff is happening in near term. Bought from 1.23 to 1.62 today. Think it's all really coming to fruition. Oh yeah, and find out pilot has a degree in physics. Finished flyer. Succint and attractive and printing it out on letter-size glossy. I did write to Joe about this idea yesterday and his response was: We have encouraged all customers to put a passenger reference card in the seat back. However because the SPD edw is so intuitive, many have not seen the need to do that. I agree would be a nice marketing feature I responded, "Done. See attachment." ND

To: dimtint who wrote (1391)	9/25/2025 7:06:02 PM
From: firstresponder	2 Recommendations Recommended By dimtint JoAnnBarbour Read Replies (1) \| Respond to of 1519

Unsure if this is helpful, but from JH in the Q2 2022 CC : "The most expensive component of this is not so much the materials that are inside the emulsion... the conductive coated plastic that we coat on is a pretty expensive component...And for every square meter of film, you need 2 square meters of conductive coated plastic," From what I can tell, there's nothing in the 1035 presentation that Google can't find. Would be nice to know if any real-world research was done.