Silicon Investor - Research Frontiers (REFR)

[longonrefr] here is a hard job, try making a very good living doing what these 2 guys do.......

longonrefr — 5/15/2026 1:26:38 AM

here is a hard job, try making a very good living doing what these 2 guys do....good luck on that

youtube.com

[longonrefr] i have posted plastic goo sandwich not hard to make ceo not a hard job.. so...t...

longonrefr — 5/15/2026 1:05:45 AM

i have posted plastic goo sandwich not hard to make
ceo not a hard job..

so...to clear it up more..these are hard things

- a good inventor
- top mathematician or scientist
- top surgeon
- president, governor, senator hard but not as much..many bad at these,crooked etc or are in place with no talent due to jobs by vote
- pro athlete (skill talent needed)
- top engineers designing all types of things, bridges, airplanes..I am private here (my dad was an engineer, ill share a little, an enginerd ha, he wasnt a nerd though charming, apple not far from tree of course ha)
- fighter pilot

i can go on and on and on with more...if anyone requests it i will but CEO will never be on that list for me

[longonrefr] Got, it...id pass for sure...hit 2.70s intra day past oct, 5.90s in 2021...and ...

longonrefr — 5/15/2026 12:51:39 AM

Got, it...id pass for sure...hit 2.70s intra day past oct, 5.90s in 2021...and spd will make strides i feel as you know.

...just posting my response to it...everyone different of course...i know from your posts here you think joe lacks a lot and the ceo you feel is a main factor...we are just different there, its the product circumstances i feel main by far, ceo job not hard, their main job is to tell campfires story wishes, many worse than joe, ceo talk as i say, not hard, especially in a company tiny, many many people could do the job, my thoughts

if it goes peso defcon 1 ceo, that is an issue though...but its rare to see that stuff and simple not to do that stuff for many many people

[wallstreetbull] 2 bux for refr and 2 bux for gauzy. Thats 72m + 36....just make it 110m for both...

wallstreetbull — 5/15/2026 12:29:24 AM

2 bux for refr and 2 bux for gauzy. Thats 72m + 36....just make it 110m for both!

[longonrefr] 110 m refr valuation 10m gauzy? combining them leaves refr valuation a mystery ...

longonrefr — 5/14/2026 10:02:17 PM

110 m refr valuation 10m gauzy? combining them leaves refr valuation a mystery in that scenario

[longonrefr] Spd will get by finish line i am confident, not about joe to me, he is good enou...

longonrefr — 5/14/2026 9:54:52 PM

Spd will get by finish line i am confident, not about joe to me, he is good enough not to destroy things like peso, he knows how to talk in an understandable way as well as having much better business acumen...

Black story i dont buy much...it will help but just an excuse per say until spd wins...

after in a couple real cars, maybe even 1 car, 5-10 a share...hit almost 6 on handmade celestique....buyout comes later when spd in a few cars....big players have to see more to spend time on buyout...3m, dowe, large material science film makers,,,,,, then that puts it to 30-40...sounds crazy maybe to some but these things happen and there are steps...refr will trade between 1-3 on nothing and hope prospects id guess, may run higher...not much downside as tiny burn and no debt, low overhead as royalty company/ip

another thing, if pdlc/ec get in a lot of cars (smartglass growth in autos) big players may look for smartglass companies to invest in, like raymond james, goldman sachs etc...not ideal to have gains on pdlc growth but weird things happen...of course i want and believe spd will get in cars so that wont be the course

[wallstreetbull] Does not look like Refr CEO can get any decent volume vehicle across the finish ...

wallstreetbull — 5/14/2026 9:43:07 PM

Does not look like Refr CEO can get any decent volume vehicle across the finish line. So we are to believe that car makers are passing on blue waiting on black particle and now they are choosing white? No, I dont believe that for one second. Spd needs to be in larger hands. Refr and Gauzy should be sold to a larger player for a combined 120m. I would vote yes to that.

[longonrefr] Tesla ha...boca joe told me Vette didn't want pdlc...audi switch from pdlc........

longonrefr — 5/14/2026 9:26:07 PM

Tesla ha...boca joe told me

Vette didn't want pdlc...audi switch from pdlc.....lexus put dark blue tint in their pdlc cause way too bright in roof....also china cars could have used china pdlc and choose ec....3 spd using automakers passed on pdlc..good...spd will pay off, im confident

It will be a fluid , split auto smartglass market as shown already..at least for future a bit...if spd same cost it'd be all spd of course

[JP89] Hyundai Unveils The New Grandeur for 40th Anniversary PDLC confirmed on the Gra...

JP89 — 5/14/2026 5:41:08 PM

Hyundai Unveils The New Grandeur for 40th Anniversary

PDLC confirmed on the Grandeur.

Who is the Asian OEM?

[Alex] Nebius (NBIS) pull me out of my loss on REFR. 12 X since 18$ ... still has a roo...

Alex — 5/14/2026 2:52:21 PM

Nebius (NBIS) pull me out of my loss on REFR. 12 X since 18$ ... still has a room to run over the next 5 years. One must watch their entries on pull backs. AI is real.

[longonrefr] Me after a Boca Joe conf call.... youtube.com Just kidding...spd will win, no ...

longonrefr — 5/13/2026 11:48:08 PM

Me after a Boca Joe conf call....

youtube.com

Just kidding...spd will win, no worries here, smartglass growing in auto market, makers switching what they use, all 3 techs in use now and spd best by far...i predicted a split market would happen here years ago...

[longonrefr] They dont care, they will buy them, just like Gauzy did.....will gauzy get what ...

longonrefr — 5/13/2026 8:35:20 AM

They dont care, they will buy them, just like Gauzy did.....will gauzy get what they bought them for, more or less...we will never know because they bought when private....one would think they are selling for less of course but crazy things happen....im sure most likely a loss though comparing purchase price to sale price, not talking the losses they had through cash burn with them...wonder how much less they get for them than they paid...

and tata is worth 16.6 billion usd an auto company and was on the list and wanted to extend bid time window... was written about auto interest for tata motors in the release...one day refr may get bought for a very high amount, these things happen..

a well funded company buying vision systems is very good for refr as the airline biz through them will be secured under a large high valued company

Not sure if anyone can make money with the unions in France

[longonrefr] so audi went from pdlc to ec....corvette didnt want pdlc...i like it...shows pdl...

longonrefr — 5/13/2026 8:26:37 AM

so audi went from pdlc to ec....corvette didnt want pdlc...i like it...shows pdlc may not be loved so much by the makers

ec looks much more like spd than pdlc just worse in real different ways to spd than pdlc....but ec looks a lot more like spd, good...but large deficiencies to spd are at near same level as pdlc, just different negatives....

its been a cost issue i have always said but with smartglass growing in autos and desired costs will go down at scale through demand for better smartglass/spd...joes been saying this a while about cost, at some point i think it will show to be the case via adoption

5/13/2026 8:18:25 AM
of 2060

I think still only in the Chinese market, but ambilight on an audi

prnewswire.com

[longonrefr] They will be a smaller company like the were when they started with refr. The re...

longonrefr — 5/13/2026 8:18:38 AM

They will be a smaller company like the were when they started with refr. The revenue will be smaller as well as their cash burn. Until profitable they will have to raise like all the other companies do pre profit. It will be interesting to see what their burn is after going back to just film...

wild guess below..could be way way off....not going back to look at reports when they had them. broken into each division but still not totally revealing, but if someone does that may make for a better guess..

Just film...

revenue 5-10 mil

Burn 5-10 mil ..way too many employees to run one spd machine and i assume a few pdlc ones but what do i know...maybe they will really cut the fat more even after going back to just film

Spd taking off for them is a great part of their investors interest I feel because pdlc is not protected, made in china while Gauzy has a partnership with refr/spd, first to market and only maker of spd film as of now, holds stock in refr and on board of directors...

I can't so see much excitement from investors based on pdlc film which is not protected and has many makers.....they can say its so hard to make and theirs is the best, i dont buy that, i dont but it is that hard to make no matter what they say...camera film came out what 70 years ago. that can be described as so hard to make as well....

..i have no idea why they purchased cash burn companies, actually I do and always did, it was to look bigger to attract attention/investment with disregard for the fundamentals of them being bad cash burns....a company who just made film all the sudden goes into end user components of visions systems and bus cameras, 100% new to them

Hope they stop with the "light control" nonsense and go back to using "smartglass"...finally a term getting real traction and known like smartglass and then they go to light control promotion, gee..

if spd takes off it will help them tremendously as well as refr

[wallstreetbull] Either way Gauzy will be focusing on Spd moving forward. Joe might be exactly ri...

wallstreetbull — 5/13/2026 7:51:50 AM

Either way Gauzy will be focusing on Spd moving forward. Joe might be exactly right on this but many have run out of patience and or time. The competing bids to the Gauzy backers look tough. The question is who will the courts choose? Not sure if anyone can make money with the unions in France. It would be nice if someone just buy all of Gauzy and Refr and put an end to this story. This technology should have been in bigger hands so they could properly market and sell it. Time is of essence and it seems people think this is a 26 year marathon.

[RealTime=NowTime] It will be interesting to see what happens with the REFR shares that Gauzy owns ...

RealTime=NowTime — 5/13/2026 7:39:35 AM

It will be interesting to see what happens with the REFR shares that Gauzy owns as they navigate through this mess.

[longonrefr] All this Gauzy worry related to refr was overblown to a large degree, i said it ...

longonrefr — 5/13/2026 3:56:47 AM

All this Gauzy worry related to refr was overblown to a large degree, i said it was no worry from the start...spd not going anywhere, gm, ferrari, mclaren are accounts where the plastic goo sandwich film will be made for, big accounts...multi billion dollar laminators using spd and offering roofs are much more vital as that is an intensive product to make and more than 1 are there and have been for spd

agp (a laminator) went out/bankrupt as a smaller roof maker but just after that happened a new maker of roofs took the roof production for the ferrari, isoclima i believe, that was a key thing to me and confirmed what i suspected of these accounts not being dropped...with ferrari purosuangue at a 90 plus percent take rate and rave reviews i was not worried that would be an issue as well though...

**********

so.....when gauzy signed with refr they just made film...then they bought vision systems and safety tech, 2 cash burners, a mistake....now they sell them off and back to how it was....good, less cash burn drain on them and stick to making the plastic goo film sandwich with the one machine in germany for spd and whatever pdlc they make......and deal with being smaller, just film and focus more if possible on film and not orange plane cockpit affects and a few bus cameras in albany new york where a million other larger companies make same cameras.......and vision systems will continue when sold off where spd is used as well

"much ado about nothing" as the saying goes, as far as for refr.... as far as gauzy, their investors can disect the implications, i only talk of refr as i am invested in refr and never have in gauzy......

these things are just as i have been saying to a couple investors in private...so i am not making this up after the fact....even some of my posts publicly expressed these sentiments to a degree but not as detailed in public boars as bashers fill up and spam public board, more should be blocked, its a clown show they make. the couple yet they call me a clown, ironic..

spd just needs a real car to get going, it will come, a car with volume. that was my focus and still is...gm ferr mclaren took spd cause its superior, its not going anywhere and is the best smartglass by far as is obvious for multiple reasons...may get lucky with windows but cars gaining some traction was always my main optimism

[longonrefr] Refr worth more...not passed by gauzy ..market cap is the value of company ..I k...

longonrefr — 5/13/2026 2:20:34 AM

Refr worth more...not passed by gauzy ..market cap is the value of company
..I know you know this and were referring to another metric which is not a reflection of a company's value/worth...stock price is often arbitrary as shares out differ greatly..I think my iq might be 85 after that analyzation ..refr valued about 55% more than gauzy, no debt, cash burn 90% less than gauzy...hard to know exact % as gauzy has skipped reports...

Both companies valuations are too low now...I am confident refr goes higher
...hopefully gauzy too

[longonrefr] My iq is 80 but im smart enough to know boca joe is worlds number one ceo...joe,...

longonrefr — 5/13/2026 2:12:26 AM

My iq is 80 but im smart enough to know boca joe is worlds number one ceo...joe, refr and spd will win..and the investors too

[wallstreetbull] Gauz passes refr. Surprised its not over 1 based on the articles. The situation ...

wallstreetbull — 5/12/2026 2:32:06 PM

Gauz passes refr. Surprised its not over 1 based on the articles. The situation at Gauzy is better then I expected. This could possible turn out better for refr longterm.

[wallstreetbull] Reading those articles the CEO of Refr made the right call cancelling the CC c...

wallstreetbull — 5/12/2026 1:59:09 PM

Reading those articles the CEO of Refr made the right call cancelling the CC call. You must have an IQ of over 120 to understand why after reading those articles.

[wallstreetbull] It appears Gauzy will survive. The articles are posted on the Gauzy board.

wallstreetbull — 5/12/2026 1:36:29 PM

[Alex] Tomorrow is a decision time for GAUZ

Alex — 5/11/2026 4:05:10 PM

[Optionchain] Volume in Gauzy is insane.

Optionchain — 5/11/2026 2:04:38 PM

[Rancon56] Could Dixon finally be getting a clue 30 yrs later? JH's Latest stunt must have ...

Rancon56 — 5/11/2026 1:20:03 PM

Could Dixon finally be getting a clue 30 yrs later? JH's Latest stunt must have her head spinning.

[JP89] I dont know... The Asian OEM was going to debut years ago with blue SPD. Now the...

JP89 — 5/10/2026 6:05:13 PM

I dont know... The Asian OEM was going to debut years ago with blue SPD. Now they want black. REFR has to produce it to grow its business or we just hang on a thread for Ferrari and McLaren.

[oceanquartz] The man has called it 'The Holy Grail' for some time while also admitting color ...

oceanquartz — 5/9/2026 6:52:16 PM

The man has called it 'The Holy Grail' for some time while also admitting color can be a challenge in some applications so, not sure how it would relegate to low priority; but anything is possible in this ongoing story.

[JP89] I don't think black SPD was a priority for them until recent. Remember, the Asia...

JP89 — 5/9/2026 5:05:22 PM

I don't think black SPD was a priority for them until recent. Remember, the Asian OEM initially proceeded with blue SPD until the delays occurred.

[wallstreetbull] How is the 15million in sales projected by AIT mentioned by the CEO a few confer...

wallstreetbull — 5/9/2026 3:20:30 PM

How is the 15million in sales projected by AIT mentioned by the CEO a few conference calls ago coming along?

[oceanquartz] Agree and one would think 5 years of development would yield a good result by no...

oceanquartz — 5/9/2026 3:06:07 PM

Agree and one would think 5 years of development would yield a good result by now. Change the particle size, the shape, the index of refraction to absorb most of the 440-490nm wavelength without degrading overall performance. Unless mistaken, I believe we heard something about the black product prototype supposedly previewed to one or maybe two potential customers privately at past trade shows and that the CEO saw it looking great (maybe in Israel). If true, then wtf is the hang-up. It is also unclear who has the lead as we were made to understand this development was progressing in Woodbury at one time assuming there remains someone working there but this week the CEO noted possible delays in Israel due to the hostilities. The only thing progressing seems to be the steady rate of confusion.

[G_Force] yep...just need some dressing for his word salads

G_Force — 5/8/2026 5:39:38 PM

[OhNotagain] If they haven’t done it by now, either it’s really hard and they haven’t investe...

OhNotagain — 5/8/2026 4:09:51 PM

If they haven’t done it by now, either it’s really hard and they haven’t invested sufficient resources to make it happen, or it’s not really possible. Which is it?

[Rancon56] JH knew the pitchforks were coming.

Rancon56 — 5/8/2026 1:24:59 PM

[wallstreetbull] Anyone else get a pm from dashercomet yesterday? Sounds like a copy and paste m...

wallstreetbull — 5/8/2026 12:34:08 PM

Anyone else get a pm from dashercomet yesterday?

Sounds like a copy and paste message.

[Optionchain] The only question that needs to be answered is when is the black ready for prime...

Optionchain — 5/8/2026 10:46:44 AM

The only question that needs to be answered is when is the black ready for primetime? Once we know that, everything else will fall into place.

[Scoop2.0] My point is that some of these forecast eventually have to turn into news

Scoop2.0 — 5/8/2026 9:50:04 AM

[JP89] If he cant disclose the details then he's not going to in the Q&A.

JP89 — 5/8/2026 9:40:24 AM

[Scoop2.0] He has to answer the same questions because the forward looking opportunities he...

Scoop2.0 — 5/8/2026 9:05:42 AM

He has to answer the same questions because the forward looking opportunities he speaks of never come to fruition

[JP89] JH doesn't really provide any additional details in the Q&A. He just answers the...

JP89 — 5/8/2026 9:03:43 AM

JH doesn't really provide any additional details in the Q&A. He just answers the same questions that are asked differently.

[wallstreetbull] I predicted that it would rain again, and I was right! I told you guys weeks ago...

wallstreetbull — 5/8/2026 8:51:12 AM

I predicted that it would rain again, and I was right! I told you guys weeks ago. Everyone thought it would never rain again because of the drought. With hurricane season approaching, you guys will see rain like never before. Stay tuned for my update!

[Rancon56] Something I predicted 3 months ago. Although JH didn't cancel the CC he did Canc...

Rancon56 — 5/8/2026 7:50:27 AM

Something I predicted 3 months ago.
Although JH didn't cancel the CC he did Cancel the Question and answer part. Which is the same as canceling the program. JH knew the frustration from shareholders was about to blow up and he was not ready to deal with it. In the mean time this will drop to lows never seen before.

[wallstreetbull] Just listened to the call, and it was much better than I expected. I doubt at th...

wallstreetbull — 5/7/2026 9:26:57 PM

Just listened to the call, and it was much better than I expected. I doubt at this stage the CEO would be lying or making things up. He also made it sound like the worst case is France being dissolved and Gauzy continuing on, but if the plan is approved, it will be well-capitalized, and they will continue there as well, which I was not expecting. It's possible that the main investor who offered the 50 million is still involved. We will know soon enough.

[longonrefr] Ferrari continues on (as well as mclaren and cadillac of course)...Ferrari to no...

longonrefr — 5/7/2026 9:08:17 PM

Ferrari continues on (as well as mclaren and cadillac of course)...Ferrari to note especially, Gauzy still making spd film and more importantly new laminator for ferrari bought equipment to laminate for ferrari as per today's conf call....ferrari, mclaren, gm are accounts someone will be there to fulfill, these are real accounts with real companies, this is what i suspected and was confirmed today.

[longonrefr] You won't quote it see

longonrefr — 5/7/2026 8:36:51 PM

[Rancon56] Wrong again. It’s called stringing investors along. He just bought another 3 mon...

Rancon56 — 5/7/2026 7:32:51 PM

Wrong again. It’s called stringing investors along. He just bought another 3 months of easy money for himself.

[longonrefr] I think the couple bashers who keep posting are upset joe didn't take questions,...

longonrefr — 5/7/2026 7:27:16 PM

I think the couple bashers who keep posting are upset joe didn't take questions, where there are always a couple people who give him a hard time ...they keep posting and whining so they are trying to make up for it i think

Sounded good for gauzy continuing on in manner they prefer and was confirmed they are currently making spd as i strongly felt, that's good

[Rancon56] It’s coming sooner than you think.

Rancon56 — 5/7/2026 7:17:56 PM

[OhNotagain] Glad you’re happy with the call. BTW what do you think about this: [graphic]

OhNotagain — 5/7/2026 6:12:13 PM

Glad you’re happy with the call. BTW what do you think about this:

[longonrefr] He'd get 20 questions about gauzy, he explained it very well...its in a proceedi...

longonrefr — 5/7/2026 5:31:09 PM

He'd get 20 questions about gauzy, he explained it very well...its in a proceeding...makes sense...keep attacking, your hobby...great call..great things coming

[OhNotagain] First time in 17 years, Research Frontiers CEO Joe Harary skipped questions on a...

OhNotagain — 5/7/2026 5:26:27 PM

First time in 17 years, Research Frontiers CEO Joe Harary skipped questions on an earnings call. He’s ducking, hiding, avoiding scrutiny of his brazen attempt to hide his grotesque compensation, and dodging accountability for mismanaging the company for two decades.

	5/13/2026 8:18:25 AM
	of 2060

I think still only in the Chinese market, but ambilight on an audi prnewswire.com