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   Technology StocksResearch Frontiers (REFR)


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To: dimtint who wrote (29145)12/5/2019 11:12:57 AM
From: firstresponder
7 Recommendations   of 31455
 
strong demand and deep order pipeline, especially in the automotive, architectural, aircraft, train and marine glass industries

[url=http://www.carlex.com/]Carlex[/url]
Sekisui
Henkel
and SGG (Saint Gobain Glass)

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To: firstresponder who wrote (29146)12/5/2019 11:38:28 AM
From: 613
   of 31455
 
Sounds like JH is rubbing off on him. Order pipeline is not defined as signed deals. It is defined as deals in the various stages of discussion before being signed. Very disappointing that they could not even mention even one signed deal.

OTOH - the fact that Audi, BMW & Hyundai were there is somewhat encouraging but by no means definitive.

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To: 613 who wrote (29147)12/5/2019 11:56:19 AM
From: davegreen
2 Recommendations   of 31455
 
My interpretation, 613, is a bit different than yours. I think they have orders they are currently filling (SER at a minimum and likely others as well), and have a pipeline of orders. My reasoning is based on several factors - including Gauzy investing millions of euros in the Stuttgart plant to produce over 1MM square meters of film annually, the significant Gauzy investment in REFR, strong demand for film per the Gauzy CEO, and a buttload (technical term) of additional information that we've seen the last few months.

I also believe that there will be announcements of specific projects that will only add to the pipeline.

Time will tell.

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To: 613 who wrote (29147)12/5/2019 11:57:54 AM
From: firstresponder
3 Recommendations   of 31455
 
Order pipeline is not defined as signed deals.
JH, 11/10/19:
Gauzy's facility in Tel Aviv, makes the emulsion that is then coated in Germany and shipped to customers worldwide. More film went out this week.
So you're saying they've been making emulsion in Israel and shipping it to Germany to coat film that is then shipped to fill nonexistent orders?

Got it.

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To: firstresponder who wrote (29146)12/5/2019 12:45:26 PM
From: firstresponder
   of 31455
 
From Carlex Glass Innovation:

Aesthetics
Does your vehicle make a bold statement and give you that sense of exhilaration when you are behind the wheel? Carlex advanced products offer solutions that enhance the vehicle design and functionality.

Switchable Glazing
Privacy Glass (They show a photo of an LC roof.)

Their Luxembourg plant:

Carlex Glass Luxembourg S.A.,
Grevenmacher Glass Fabrication
Grevenmacher is a comprehensive fabrication facility capable of making standard and advanced automotive glazing products including new light weight glass roof systems. The Grevenmacher fabrication plant is located in Western Europe to serve top customers including Bentley, BOS, BMW, Daimler, Lamborghini, Magna, Mercedes, PSA, Tata, Volkswagen and Webasto.

A LinkedIn entry from one of their former Luxembourg employees:

Experience

Advanced Product Development Engineer
Carlex Glass America, LLC

Dates Employed Nov 2018 – Nov 2019
Location Grevenmacher, Luxemburg

- Integration and development of smart glass in the automotive industry. (Gauzy announced Stuttgart in 2/19).

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To: firstresponder who wrote (29150)12/5/2019 12:47:31 PM
From: firstresponder
1 Recommendation   of 31455
 
And FWIW, Lucid has broken ground on their AZ factory.

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To: firstresponder who wrote (29149)12/5/2019 12:54:20 PM
From: 613
   of 31455
 
Are you serious? Don't ever quote me anything JH says that doesn't include a verifiable number.
Case in point - "more film went out this week" - Perfectly valid translation based on JH's history - "they sent out a sample to one client".

I am not doubting the potential for Gauzy. Only that there is no proof of that yet.

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From: tinknocker12/5/2019 1:36:42 PM
   of 31455
 
No mention of dimming, but its being built ( in China) and it will need it and we know they are familiar with it.
.
press.bmwgroup.com

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To: tinknocker who wrote (29153)12/5/2019 3:04:33 PM
From: tinknocker
   of 31455
 
"... The windscreen merges seamlessly into a large panoramic roof, providing a clear view of the car’s innovative interior...."

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From: tinknocker12/5/2019 3:44:55 PM
   of 31455
 
Quite a crowd there today.



Gauzy? @GauzyLTD 4h4 hours ago

More

Happening now: the opening of our new SPD facility in Germany, bringing #smartglass nanotechnology worldwide. Official photos to come! t.co


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