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Technology Stocks : Research Frontiers (REFR)
REFR 2.890-3.7%Dec 13 4:00 PM EST

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To: dimtint who wrote (27380)6/15/2019 7:07:46 PM
From: dimtint   of 29191
 
1Q19 fee income was $418,657 total. AGC was 31% of that or $129k so at $200/sunroof on the SClass (nothing from trains) there were 650 S classes made with SPD in 1Q.

Next year, if some of it happens, we will see a huge percentage revenue jump.If SPD goes into a package and that package goes into 25% of the 80k s class sedans made in the first year of the new model or 5000/quarter even at $100/unit that's like a good quarter right now.

The dwarfing vehicle, lets say is also $500k/quarter--that dwarfs the $330k odd the non-MAR fee income is now.

Oddly Rivian, I'm guessing is similar
Add mclaren whcih did$41k in 1q without the GT and with the 720 just starting maybe is worth $80k quarter.

There are 8 more vehicles slated fro next year that aren't on the list, while the slc and sl go away, plus whatever AGP has in the pipeline and you could easily come up with ways to get mildy profitable and growing within the next 6 quarters.

Joe had a slide up of the Rivians and I asked if the dwarfing vehicle was one of the ones on the slide and he said no. It's something else.
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