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   Technology StocksResearch Frontiers (REFR)


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To: wallstreetbull who wrote (28875)11/7/2019 7:45:55 PM
From: JoAnnBarbour
3 Recommendations   of 29191
 
Joe also stressed that it's not just Panasonic that's involved with us in the TV market.

As for Gauzy, he said the grand opening party would be four weeks from today. (that would be Dec. 5th.)

The Tel Aviv facility is running 24/7 and is producing the emulsion and PDLC film.The plant in Stuttgart is dedicated soley to SPD film. (no PDLC)

As to the AGP plant, he said it was state of the art and fully automated. He also said Goldman Sachs invested in them.

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To: JoAnnBarbour who wrote (28876)11/7/2019 7:52:35 PM
From: N. Dixon
   of 29191
 
And my favorite:

Matching tint colors!

ND

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To: N. Dixon who wrote (28877)11/7/2019 7:58:28 PM
From: wallstreetbull
1 Recommendation   of 29191
 
There was a lot of info there. Yes AGP has already shown the grey invisiblinds so Joe confirmed they can match color and shades.

Looks like the glass technology had to catch up to REFR SPD as well. SPD was just way before its time in the 1990s and 2000s.

Good luck explaining that to some here. lol .....They argued with me at 1.25 now they argue at 3.50....next year they argue at 10....and so on and so on.

We lose .01 basically just on McLeron and Mercedes a few planes and whatever Panasonic did. What happens when Rivian is online and lets say 1/3 of current cars being worked on?

ps: I apologize about all my typos. Just always in a hurry.

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To: wallstreetbull who wrote (28878)11/7/2019 9:39:35 PM
From: Alex
   of 29191
 
Thank you all for the update...looking forward to listening to recording.

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From: tinknocker11/7/2019 10:00:32 PM
4 Recommendations   of 29191
 
Three crazy important words.
" Royalty from Panasonic "

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To: tinknocker who wrote (28880)11/7/2019 10:07:27 PM
From: N. Dixon
2 Recommendations   of 29191
 
Three crazy important words." Royalty from Panasonic "



And he follows that up with the fact that Panasonic is not the only manufacturer involved in SPD television market.

ND

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To: N. Dixon who wrote (28881)11/7/2019 10:15:35 PM
From: tinknocker
1 Recommendation   of 29191
 
Also settled;
The new plant is to make SPD, PERIOD.
1.8m wide all day long and it might not be enough !
REALLY
Holy Moley, Great CC
Sure glad I didn't short this one....

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From: N. Dixon11/7/2019 10:26:23 PM
   of 29191
 
For a perspective on OLED tv sales:

Global OLED TV market growing twofold yearly since 2015: Report

"For this year, total sales may rise to 3.6 million, nearly double to 7 million in 2020 and top 10 million in 2021."

Just 10% of a 3.6M market is 360K annually (will double and triple)

15% royalty = $25( lo ball)

=9M annually

ND

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To: N. Dixon who wrote (28883)11/7/2019 11:24:45 PM
From: wallstreetbull
   of 29191
 
No way 10% of the sales will be glass tvs. However; I can see 10% if we include all retail displays. Royalty should be much higher than $25

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To: N. Dixon who wrote (28883)11/7/2019 11:30:23 PM
From: firstresponder
1 Recommendation   of 29191
 
"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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