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   Technology StocksResearch Frontiers (REFR)


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From: JubilationT8/5/2016 4:58:00 PM
1 Recommendation   of 37947
 
Really, can anyone believe or want to wait the "near-term" two more years or so? It is hard to fathom the loyalty of some of the poor investors who have waited so long. It's probably figured that the loss would be too great to take both monetarily and psychologically.

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To: Kevin Podsiadlik who wrote (18220)8/5/2016 5:00:04 PM
From: davegreen
   of 37947
 
KP, got it and I agree.

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From: aknahow8/5/2016 5:42:35 PM
   of 37947
 
Given comments about electric car, this is interesting.

bloomberg.com

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From: poccidenarri8/5/2016 5:54:40 PM
1 Recommendation   of 37947
 
End of the week update

The current spread is $39979, advantage pocci

Sadly, even the pocci portfolio is about 5K underwater.

Still, it is a much better performer than REFR.

The REFR portfolio has lost almost 45K!

REFR has not declared any dividends, if any one is wondering.

Kind of a bummer for what is supposed to be a royalty collecting/dividend paying machine.

Will the spread exceed 40K next week? Will REFR even exist a year from now?

Tune in right here for the answer, and don't touch that dial!

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From: Auger508/5/2016 6:47:02 PM
   of 37947
 
Craig hallum downgraded research frontiers today from a buy to a hold. Gee, thanks for downgrading after 40% decline this year!

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To: Auger50 who wrote (18225)8/5/2016 7:54:06 PM
From: JubilationT
1 Recommendation   of 37947
 
So it was rated as a buy before? Now a hold? What a joke. Buy it in the 4's and 5's and now that you've lost a considerable amount of $, hold on to the loser.

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To: JubilationT who wrote (18226)8/5/2016 8:09:37 PM
From: Auger50
   of 37947
 
Yeah, I don't have access to the research piece but I'm assuming the downgrade is related to the uncertainty to Mercedes production schedule. Likely frustrated with all of the delays in getting MSC in the S-Sedan and finally when Mercedes decides to offer MSC (over a year later than investors expected) on the sedan it comes at a time when production cuts are scheduled due to mid cycle car demand. It was exciting when the S class figure was set to be 80-120k a year, but what is it now?

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To: dimtint who wrote (18157)8/5/2016 8:54:58 PM
From: Auger50
   of 37947
 
Thoughts on the recent Q?

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To: Auger50 who wrote (18227)8/5/2016 9:05:41 PM
From: JubilationT
   of 37947
 
Ok,
Do you know how many of the Markham Hearing issues went to our side?

Say at 100k on the S-Sedans, say at 20% with MSC @ $150 a pop, would have given us 3million. Would you say that it is still in the works?

There are many many applications available for spd especially if the price has come down considerably. Less for RFI per but the volume, in time, can do wonders for the bottom line.

The question, at least for me, is: Can I be patient enough to put up with JH's gibberish explanations and his collection of all that undeserved (opinion) enormous pay.

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To: JubilationT who wrote (18229)8/5/2016 9:32:07 PM
From: Auger50
   of 37947
 
Not sure on details surrounding hearing as I'm more focused on the underlying business but considering most of their revenues comes from Mercedes I thought the total numbers of cars with MSC in the Q to be extremely low! Joe reinforced that the take rate has been higher than even Mercedes expected which is awesome...until we play around with some figures.

For simplicity's sake, lets say all of REFR's revenue came from Mercedes vehicles. We know that revenue for Q2 was $244k. Using the low end fee/vehicle royalty rate of $150.00 we get a total of of 1,626 vehicles (1626 *$150=$244k). I realize that not all of REFR's business comes from auto's, but 1,626 vehicles in a quarter is extremely low considering investors are thinking about an annual rate of 120k vehicles produced per year with the potential to use MSC as an option. If this quarterly number of cars was annualized, we would get 6,504 cars which would mean a take rate of 5%ish (6,504/120,000).

Is my math outlandish? Please comment your opinion.

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