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Technology Stocks : Research Frontiers (REFR)
REFR 2.950-2.0%Oct 18 12:00 AM EDT

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To: chase1389 who wrote (27365)6/14/2019 12:27:06 PM
From: 613   of 28643
 
Thank you for you comments.

>> dwarf Daimler volumes starting in calendar year 2020
Was 'dwarf' JH's term? I assume that this just means that the automaker's entire volume dwarfs Daimler. This then means very little to how many cars will have the option or what the volume is of the cars that do get the option.

>> Gauzy is using TelAviv as a lab for Stuttgart.
Again - did JH say this or is this your conclusion? To me, it was rather obvious - in spite of others on the board quoting the operational plant in Israel.

Since you have traveled the world to follow SPD, you probably have some good insight into what has been holding SPD back. All the current excitement is due to Gauzy. The 'only' thing Gauzy adds is 1.8m film. Hitachi could supply all the auto glass demand for the foreseeable future. Do you believe not having a second source of film has been a serious holdup?

Was there any information about architectural projects waiting on the wide film? I'm not convinced that the default dark state will be competitive with other options. REFR could do well without that but it would be a huge statement if SPD glass was installed in some large 'regular' buildings.
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