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To: dimtint who wrote (28894)11/8/2019 10:04:06 AM
From: slipperywhenwet
1 Recommendation   of 30959
 
""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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From: Auger5011/8/2019 10:11:54 AM
1 Recommendation   of 30959
 
Listened to the call, sounds like we’re on the right track.
I sent a few questions to joe before the call and it looks like a few were answered:

1. “Is gauzy’s factory dedicated solely to the production of SPD film or will they also produce PDLC? Does spd get produced in gauzy’s Israel factory as well or is that site dedicated to PDLC only?”Spd produced solely in German factory!

2.” Please comment on why or why not an OEM would not select spd if cost was not a factor. I was surprised and disappointed to see that Aston Martin did not indicate implementation of our glass into their latest DBX model. We’ve been told that cost has always been a factor in oem’s using our technology, but I can’t see cost being an issue on a ~$180k car.” Sounds like Joe sort of expected this too?

3. “Is Uniti going to use spd? Based upon their description the glass will dark in the power “off” state that leads me to believe it is, but no confirmation has been given.”

4.” is Hanamac still in business? Their website is nowhere to be found the last few weeks.”

5. “You had described in conference calls in the past of the 2020 Tokyo olympics being a big moment for our glass. Are we still expected to see our trains and transparent displays during the summer of 2020?”

6.” Is gentex talking to the same 25 oems refr is for smartglass contracts?”

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To: Auger50 who wrote (28897)11/8/2019 10:44:16 AM
From: dimtint
1 Recommendation   of 30959
 
<<<2.” Please comment on why or why not an OEM would not select spd if cost was not a factor. I was surprised and disappointed to see that Aston Martin did not indicate implementation of our glass into their latest DBX model. We’ve been told that cost has always been a factor in oem’s using our technology, but I can’t see cost being an issue on a ~$180k car.” Sounds like Joe sort of expected this too?

3. “Is Uniti going to use spd? Based upon their description the glass will dark in the power “off” state that leads me to believe it is, but no confirmation has been given.”>>>

Given that Joe ignored Uniti and answered about DBX by name, I think it's more likely that the Uniti is using SPD. He ignored my more generic question about Uniti. Bodes poorly for Tesla anytime soon--I'd like to be wrong. Dyson apparently was no loss:)

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To: N. Dixon who wrote (28886)11/8/2019 10:47:02 AM
From: firstresponder
   of 30959
 
Look at what LG has done with what they call "AR film
I'm thinking the AR refers to '"anti-reflection" mentioned in entry #9 under the Panel specs:Surface Treatment (Haze) Hard Coating (2H), Anti-reflection Treatment of the Front Polarizer."

But I love the mention of polarizer :-).

ETA: This video shows the circular polarizer films some manufacturers use with OLED screens. Draw your own conclusions about the benefits of switching to SPD.

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To: firstresponder who wrote (28899)11/8/2019 1:02:13 PM
From: wallstreetbull
   of 30959
 
THose application on that link dont need SPD. They want the glass to stay clear but without reflection! Not sure why they would use SPD for that when the entire point is to see through glass. I dont think Dixon thought that through or she is throwing it all in one bucket.

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To: wallstreetbull who wrote (28900)11/8/2019 1:13:30 PM
From: firstresponder
   of 30959
 
T
THose application on that link dont need SPD
The specs say the OLED panels are using a polarizer.

SPD is a polarizer. Maybe they're using it, maybe they aren't.

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From: 61311/8/2019 2:44:23 PM
   of 30959
 
Since I know everyone is waiting for my take on the CC - LOL!

When the sales of SPD are this low, we need 500% growth, not 29% Do you know many years it will take to get where we need at 29% growth?

Good to hear Gauzy plant is open and producing SPD exclusively. I didn't hear anything else new that wasn't generally accepted on the board.

Gauzy was not needed for film. Hitachi can make plenty and is only running a tiny fraction of the time.
VERY rough numbers - $2M rev / $10 sq ft = 200K sq ft. They can make how many millions of sq ft per year?

Gauzy was needed as a second supplier and for 1.8m film. So now that they are producing film, the question is how much. There are plenty or architecture projects that do not need 1.8m film - skylights, doors, home windows. Only big buildings and store fronts need 1.8m film. So I hope this really starts the store front display business as I am counting on that almost more than auto roofs (at present cost) to drive revenue.

OLED - how many need a clear background? Won't that be a small fraction of OLED tv's sold? Unless this translates into the advertising business.

So will RFI finally start telling us how SPD film is being sold every qtr? Probably not.

Not sure I believe that RFI has been asked to say less about SPD projects.

Why did display and architecture revenue drop?

I don't think JH mentioned anything about Variguard - LOL!

Conclusion: still a show me the money stock.

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From: JoAnnBarbour11/8/2019 5:37:17 PM
1 Recommendation   of 30959
 
Posted six hours ago. I like it!



Gauzy@GauzyLTD

Last week Gauzy presented a dual-glazed #PDLC and #SPD airplane window for solar & energy control with the added value of HD front/rear projection for polite advertising at the #SmartMobilitySummit. It's exciting to be part of #NewMobility initiatives.


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To: 613 who wrote (28902)11/8/2019 5:39:23 PM
From: JoAnnBarbour
   of 30959
 
<<Gauzy was not needed for film. Hitachi can make plenty and is only running a tiny fraction of the time.>>

WRONG. Gauzy was needed for film, 1.8 meters to be exact. Hitachi doesn't have a coating line for that size film. Only for the smaller film width.

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To: JoAnnBarbour who wrote (28904)11/8/2019 6:08:18 PM
From: wallstreetbull
   of 30959
 
lol he is a little behind!

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