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   Technology StocksResearch Frontiers (REFR)


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To: N. Dixon who wrote (28883)11/7/2019 11:30:23 PM
From: firstresponder
1 Recommendation   of 29163
 
"For this year, total sales may rise to 3.6 million

Confirmation from LG in the Asia Times, three weeks ago:

LG predicts that OLED will become more popular. “Currently, a total of 15 global TV manufacturers are selling OLED TV, and an increasing number of companies are joining the group of OLED TV production.”

TV makers using OLED panels include Japan’s Sony, Toshiba, Panasonic, and Europe’s Philips, Grundig, and Bang & Olufsen.

According to LG... OLED demand... surpassed 2.9 million units in 2018. The demand is expected to reach 3.8 million units by the end of 2019.

Market research firm IHS Markit forecast that sales of OLED will increase to 7.7 million units in 2021 and 10 million units in 2022. IHS also predicts that sales of OLED TVs in the global market will account for 10.4% in 2023, up from 5.7% last year.

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To: wallstreetbull who wrote (28884)11/8/2019 12:06:58 AM
From: N. Dixon
   of 29163
 
I agree that when you add displays, signage etc.

Look at what LG has done with what they call "AR film"

.pdf]https://www.lg.com/us/business/download/resources/CT00001837/LG_SPEC-SHEET_55EW5F-A_051911_PR[20190712_051416].pdf

ND

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From: N. Dixon11/8/2019 12:08:20 AM
   of 29163
 
Good Video showing Panasonic



ND

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To: N. Dixon who wrote (28887)11/8/2019 12:42:10 AM
From: tinknocker
1 Recommendation   of 29163
 
But at 1:05 he clearly says " a dimming layer, an LCD shutter layer".
Its like, how can you report on carbon emitting fuels if you don't know the difference between gasoline and diesel ?

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To: N. Dixon who wrote (28886)11/8/2019 1:06:34 AM
From: wallstreetbull
   of 29163
 
Sure but on those applications spd is not needed as they want the glass to remain transparent.

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From: dimtint11/8/2019 6:24:39 AM
3 Recommendations   of 29163
 
Good call. Even if the success rate doesn't improve(which I think it will just based on cost, increased demand and readier world etc), there are a lot more possibilities than in the past.

I'd add the SER deal to the good info and it's now, in principle, given Gauzy's film shipment start.

Maybe best fantasy case, but 1500 vehicles/ month in Brazil + 500 vehicles/ month in Mexico at $400/unit is $9.6 million/year which, given RFI's $3.5million/year total cost of operation(all the whining about crooked Joe and the cost to run it has gone from $6ish million to $4ish million in the last five or six years), gets about 20 cents a share in profit just on SER, with nothing else.

Fantasy case yes, but SER alone could get RFI to profits in a more normal case. That's without W223, which should go into the configurator in March for May deliveries in Europe. Rivian, which should start buying SPD roof systems mid 2020, etc etc

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To: wallstreetbull who wrote (28878)11/8/2019 8:27:13 AM
From: davegreen
7 Recommendations   of 29163
 
I agree WSBull. I don't see anything stopping this from being hugely profitable, and I had been very skeptical for years up until last summer when I started buying. Q3 revenue was all from Hitachi, and growing - so any thoughts of Hitachi exiting are put to rest for me.

I won't list all of the positives, but there is no doubt in my mind that we become profitable starting Q3 next year at the latest - with significant growth across multiple industries thereafter.

I have no idea what the stock price will do today or in the very near term, but believe it will be much, much higher a year from now.

This is going to be a lot of fun.


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To: davegreen who wrote (28891)11/8/2019 8:51:04 AM
From: slipperywhenwet
   of 29163
 
""This is going to be a lot of fun.""

I agree as well. Still "some ifs" along the way, but this was the best cc I have heard. Cleared up some questions about Tel Aviv and shed more focus on another market......display, tv. And the different tints to match was also interesting.

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From: JubilationT11/8/2019 8:57:20 AM
   of 29163
 
Very exciting times ahead for RFI for sure.
Very good CC, best ever for my ears IMO.
A lot in the pipeline. Very possible/probable that we become profitable 2020. What will 2020 bring?
Wouldn't be surprised Hitachi announces wider film rollout soon.
We don't have to speculate/hope any longer, it is happening!

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To: slipperywhenwet who wrote (28892)11/8/2019 9:39:47 AM
From: dimtint
   of 29163
 
you wrote this a few hours ago:
<<<However I believe Pavlov's law has been used successfully by Joe in regards to ringing the bell and exciting shareholders about projections and then walking away from a drooling mob until it's time to return to ring the bell once again. And the dogs, sorry, the shareholders continue to allow this to happen.>>>

You wrote this today in response to this""This is going to be a lot of fun."":
<<<I agree as well. Still "some ifs" along the way, but this was the best cc I have heard. Cleared up some questions about Tel Aviv and shed more focus on another market......display, tv. And the different tints to match was also interesting.>>>

The revenues were within the normal band. Can I ask why this wasn't more Pavlov for us drooling dogs?

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