We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Research Frontiers (REFR) -- Ignore unavailable to you. Want to Upgrade?

To: Auger50 who wrote (18230)8/5/2016 10:27:44 PM
From: davegreen2 Recommendations

Recommended By

  Respond to of 37346
The 120K vehicles per year with a high take rate sounds eerily similar to the 5K airplane windows per month forecasted and publicly stated by RFI nearly 15 years ago. Maybe it will be different this time. Amazing.

To: Auger50 who wrote (18230)8/7/2016 11:58:29 AM
From: JubilationT  Respond to of 37346
To annualize the extremely low # of 1626 take rate would be unfair since you have even pointed out that 120K was the total expected on the high side.

We can't say for certainty anything about the #s except after they happen. And for this we would have to give it two more quarters. (That is if the company keeps to the non-transparency policy) We can hope that what JH says about the take rate being higher than expected comes true when total production ramps up.

I expect revenues to follow suit or else the company will be looking for cash. If that kind of scenario happens, I'm sure that there will be a mass exit.

On the positive side, MB is not the only source of revenue. You put together the marine, airplanes, partitions, and I believe inroads into architectural is happening, I can imagine what this could generate years to come.

Just getting a different view from my end now.