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Technology Stocks : Research Frontiers (REFR)
REFR 3.860+4.9%Jul 2 4:00 PM EDT

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From: 61311/8/2019 2:44:23 PM
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Since I know everyone is waiting for my take on the CC - LOL!

When the sales of SPD are this low, we need 500% growth, not 29% Do you know many years it will take to get where we need at 29% growth?

Good to hear Gauzy plant is open and producing SPD exclusively. I didn't hear anything else new that wasn't generally accepted on the board.

Gauzy was not needed for film. Hitachi can make plenty and is only running a tiny fraction of the time.
VERY rough numbers - $2M rev / $10 sq ft = 200K sq ft. They can make how many millions of sq ft per year?

Gauzy was needed as a second supplier and for 1.8m film. So now that they are producing film, the question is how much. There are plenty or architecture projects that do not need 1.8m film - skylights, doors, home windows. Only big buildings and store fronts need 1.8m film. So I hope this really starts the store front display business as I am counting on that almost more than auto roofs (at present cost) to drive revenue.

OLED - how many need a clear background? Won't that be a small fraction of OLED tv's sold? Unless this translates into the advertising business.

So will RFI finally start telling us how SPD film is being sold every qtr? Probably not.

Not sure I believe that RFI has been asked to say less about SPD projects.

Why did display and architecture revenue drop?

I don't think JH mentioned anything about Variguard - LOL!

Conclusion: still a show me the money stock.
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