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Technology Stocks : Research Frontiers (REFR)
REFR 3.610-11.5%Aug 7 4:00 PM EDT

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To: JoAnnBarbour who wrote (27671)7/19/2019 10:01:48 AM
From: dimtint6 Recommendations  Read Replies (1) of 30970
One of the very biggest advantages of Gauzy's vertical integration (read full SPD supply chain/ distribution channel) is the concurrent development/deployment that it affords:
Sales gives feedback to engineering and emulsion gets tweaked.
Customer needs different functionality and software/electronic hardware changes happen internally.
Logistics reviews come in from international licensed partners and shipping/receiving makes changes.

Other than the glass itself(read AGC, NSG, St Gobain--only Guardian is not in the SPD supply chain) Gauzy is as full stack SPD as is possible in a way Hitachi never came close to. Add Vision to that stack and you actually have a pretty decent sized organization offering complete solutions at the tier 1,2,3,4 etc level.
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