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   Technology StocksResearch Frontiers (REFR)


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To: dimtint who wrote (27675)7/19/2019 10:03:52 AM
From: JoAnnBarbour
2 Recommendations   of 28303
 
And Dash C isn't smart enough to grasp those important facts, dt.

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To: JoAnnBarbour who wrote (27660)7/19/2019 10:34:50 AM
From: Rancon56
   of 28303
 
If that was the case I would be here 9 days out of 10, because REFR is in the red everyday. Been that way since I have been watching this junk.

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To: Auger50 who wrote (27673)7/19/2019 11:03:52 AM
From: firstresponder
1 Recommendation   of 28303
 
Also, Corning has a neat interactive “360 view” which highlights this below.



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To: JoAnnBarbour who wrote (27671)7/19/2019 12:38:25 PM
From: DashernComet
   of 28303
 
Hitachi has never been any more than a contract producer of film. Yeah, Joe did a license, blah blah blah. But many of your longish compadres here have complained that Hitachi did not do much (or nothing) to promote or expand the applications of SPD. It has been 10 years with Hitachi, and you have ONE platform at Mercedes for autos (the S Class) and the limited production McClaren. Panasonic and their signs? Even you Longs don’t mention that anymore. Hitachi doesn’t care about the piddling business of producing SPD film.

Gauzy sales people talk far more, and more constructively about their PLDC than they do SPD. People at Gauzy, Polytronics and the little guys in Faribault (Sage) all say the biggest part of the cost of switchable glass is in the glass and laying up the film, and then the controls and wiring.

So how big is the SPD Industry? (Thank you NDixon for that term). Based on the last 4 years recap of REFR revenues that seem to reliably “Cap out” at $1.5 million, it seems a 10% royalty says the finished product Total of SPD is $15 million. How exciting is it to be producing the film, which is the smallest part of the total product?

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To: DashernComet who wrote (27679)7/19/2019 1:53:29 PM
From: N. Dixon
1 Recommendation   of 28303
 
little guys in Faribault (Sage)
Is your friend John Van Dine worried? Is that why you're posting the "death of SPD?" Sorry Sage....bye...bye...bye.

Message 31629381

the employee parking lot was full


As for Gauzy not promoting SPD, check out number 1!



ND

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From: JoAnnBarbour7/19/2019 2:04:59 PM
   of 28303
 
Hmmm. Interesting that RFI just happened to tweet this today. A week ago Corning was celebrating the opening of another plant for auto glass in China.

Have you ever wondered how our #SmartGlass would look inside a #luxurycar? See how it looks inside a #LincolnContinental



Lincoln Continental Concept with SPD-SmartGlass Technology

The new Lincoln Continental Concept with SPD-SmartGlass technology featured at the 2015 New York International Auto Show and Auto Shanghai 2015 Follow us on:...

youtube.com

11:00 AM · Jul 19, 2019 · TweetDeck

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From: JoAnnBarbour7/19/2019 2:15:16 PM
2 Recommendations   of 28303
 
From the July 9th, 2019 press release from Corning. .

July 09, 2019 22:00 ET | Source: Corning Incorporated

HEFEI, China and CORNING, N.Y., July 09, 2019 (GLOBE NEWSWIRE) -- Corning Incorporated (NYSE: GLW) today hosted an opening ceremony for its new Automotive Glass Solutions facility in the Hefei Xinzhan Hi-Tech Industrial Development Zone in Anhui province, China.

This high-volume manufacturing facility will enable Corning to deliver AutoGrade™ Gorilla Glass parts for Automotive Interiors directly to automakers around the world as they incorporate more displays and more technical glass into their vehicle designs. Introduced earlier this year, AutoGrade™ cover glass parts widen the window to reliably and economically enable next-generation automotive designs, led by consumer demand for more in-vehicle connectivity and immersive driving environments. This milestone builds on the company’s decades-long leadership in the display, mobile consumer electronics, and automotive markets.

“Our AutoGrade cover-glass solutions help auto designers achieve their vision for next-generation car interiors with more glass, more form, and more function. Carmakers worldwide are designing our technical glass solutions into their vehicles,” said Michael Kunigonis, vice president and general manager, Corning Automotive Glass Solutions. “We’re ramping capacity to service a growing pipeline of project awards worth hundreds of millions of dollars. We’re excited to extend our capability to this growing market with our new facility.”

With designs evolving to incorporate larger, curved, and higher-resolution automotive displays, there is an increased demand for technical glass developed to withstand rigorous automotive industry standards while delivering smartphone sophistication. This new facility supports the company in its goal to double sales to the automotive market, as outlined in Corning’s newly announced Strategy and Growth Framework.

“This new facility in Hefei will be vital to our goals of meeting automotive interior trend demands and doubling market sales by 2023,” said Kunigonis. “We will begin fulfilling customer orders from our high-volume facility in Q3 2019, offering the best product performance with the best service and best economics.”

In July 2018, with the support of the Hefei government, Corning Automotive Glass Solutions announced plans to invest in a new manufacturing facility marking the company’s third in Hefei within the past four years. Corning Environmental Technologies recently announced the opening of a new emissions control facility focused on its gasoline particulate filter product line, and Corning Display Technologies opened the world’s first Gen 10.5 LCD glass substrate facility to supply BOE, China’s leading panel maker, last year.

“Today’s event for Corning Automotive Glass Solutions reaffirm our commitment to the China auto market,” said Li Fang, president and general manager, Corning Greater China. “We appreciate the support we’ve received from the Hefei municipal gove

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To: JoAnnBarbour who wrote (27681)7/19/2019 2:20:59 PM
From: N. Dixon
   of 28303
 
Also Gorilla Glass and Ford go back a long way.

corning.com

ND

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To: DashernComet who wrote (22874)7/19/2019 4:41:43 PM
From: wallstreetbull
   of 28303
 
"visiting Sage, the employee parking lot was full (there had to have been 200 cars, at least), the plant was busy, trucks were loading at the dock doors, and there was a great deal of optimism about the state of their business."

WOW 200 cars? How lame! You out there in the parking lot counting cars...You invested in SAGE or just wasting your miserable time you have nothing else to do with while I travel the world.

I thought dimmable glass was a fraud and a scam....Oh yeh you guys have drawn new lines in the sand once again.

When do you think you will be arguing PE ratios on REFR? 2020? 2021?

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To: wallstreetbull who wrote (27684)7/19/2019 5:16:18 PM
From: tinknocker
   of 28303
 
You out there in the parking lot counting cars.
How Asensio-ish.

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