Why to look at REFR seriously as an investor.
1. 20 vehicles with SPD expected in the next 18 months mostly coming in 2020. This includes the 5 MB's, 4 McLarens and 2 Rivians that we know about (the Rivians haven't been confirmed by Research Frontiers, although we suspect for sure). So 9 more, some of which possibly won't make it.
2. After 2020, the number of models just keeps going up.
3. Company is very upbeat and moving forward quickly, in an expansive way. Post Gauzy RFI, vs Hitachi alone RFI, are totally different companies in terms of the outlook. The past is now the past.
4. Gauzy is customer focused in a way Hitachi was not, though may not have be on things like price, lead times, and warranty.
My own view is that Softbank really rang the bell on the timing.
If you figure that they say View is worth 2 billion with 50 million in sales, then REFR with 1.5 million in sales, representing 10-15 million in revenues for the SPD industry should be worth something like 400 million or $13/ share right now. JMO, but I think justifiable. Bottom line is, that the pipeline is emergin, and where the sales are going to come from is in place.
>Couple new articles on BMW's new smartglass. Potentially REFR?
Is BMW going to be one of the 3 brandname OEM's that Joe Harary was talking about? Eitherway. the volume for REFR is coming sooner than later!
https://carbuzz.com/news/bmw-develops-advanced-hi-tech-glass-windows
https://www.bmwblog.com/2020/01/31/rumor-bmw-inext-could-get-intelligent-glass-control-technology/
New interview with the CEO of Gauzy:
https://www.youtube.com/watch?v=hVl6FrwYwlw