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   Technology StocksResearch Frontiers (REFR)


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From: N. Dixon11/8/2019 12:08:20 AM
   of 29181
 
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 29181
 
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 29181
 
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 29181
 
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 29181
 
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 29181
 
""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 29181
 
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 29181
 
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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From: tinknocker11/8/2019 9:49:57 AM
   of 29181
 
SecurityREFR / Research Frontiers Inc. (760911107)
Latest Market Date2019-11-07
Short Volume18,450
Market Volume94,200
Short Volume Ratio20%

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To: dimtint who wrote (28894)11/8/2019 10:04:06 AM
From: slipperywhenwet
1 Recommendation   of 29181
 
""The revenues were within the normal band. Can I ask why this wasn't more Pavlov for us drooling dogs?""

As one of those drooling dogs, this is the first time that I really felt I didn't have to cut through the bs. The Tel Aviv answer was the turning point for me. The "ifs" is the statement that "if the projects/development come" then the Stuttgart plant can be at full capacity. We still have to go from "maybe's" to "confirms" but I do see the scale tilting in favor. But I no longer drool, I will wait patiently for my food.

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