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Research Frontiers Inc. Message Board

thebardof_avoncalling 46 posts  |  Last Activity: Apr 24, 2015 2:05 PM Member since: Jan 11, 2004
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  • Reply to

    Just a thought...

    by threespeech Apr 24, 2015 9:06 AM
    thebardof_avoncalling thebardof_avoncalling Apr 24, 2015 2:05 PM Flag

    While it's true that about 70 percent of infringement cases settle, E-Ink isn't ready to do that just yet. They're still seeking ways to minimize the damage if or when they do decide to settle.

  • Reply to

    For NDixon

    by ralphsommers Apr 24, 2015 11:50 AM
    thebardof_avoncalling thebardof_avoncalling Apr 24, 2015 12:30 PM Flag

    I think Ferrari gave up on the EC after the 2009 Scaglietti.

    The glass roof on the 2014 FF didn't use it: From AutoBlog:

    "Unlike the electrochromatic sunroof Ferrari offered on its 612 Scaglietti a few years ago (which was able to vary the amount of light coming through its panel into the cabin with an electronically reactive color-changing gel sandwiched between its panels), the large glass roof on the FF does not utilize an electrical current to work. Instead, it employs a special reflective glass (LowE) that is coated during manufacturing to permanently minimize the amount of ultraviolet and infrared light that passes through."

  • Reply to

    Just a thought...

    by threespeech Apr 24, 2015 9:06 AM
    thebardof_avoncalling thebardof_avoncalling Apr 24, 2015 11:18 AM Flag

    My take is that E-Ink is currently spending its money on the legal strategies that best protect its interests.

  • Reply to

    Regulations require release of critical information.

    by akna_how Apr 20, 2015 10:51 PM
    thebardof_avoncalling thebardof_avoncalling Apr 22, 2015 12:45 PM Flag

    It has everything to do with disclosure or non-disclosure, if those factor into the company's being able to acquire licensees.

    When RFI began licensing SPD in the 1990s, they were hardly in a position to quibble over how the end-products users would divulge their use of the technology.

    IMO, we're still a good way from the day when SPD is enough in demand to change that.

    Even without a PR, the OEMs at Shanghai (the only parties in the equation that really matter) all know what VW is using. RFI's royalties for that use (and dividends eventually flowing from them) don't depend on a PR.

    What a PR might change is the current stock price. I'm only interested in buying, and the longer official word is delayed, the better off I am.

    In short, I find the situation quite satisfactory.

  • Reply to

    Regulations require release of critical information.

    by akna_how Apr 20, 2015 10:51 PM
    thebardof_avoncalling thebardof_avoncalling Apr 21, 2015 4:24 PM Flag

    "It only becomes sticky when the company has entered into agreements which limit its ability to be candid."

    If that's a requirement for the agreements that have allowed said company to shift the enormous costs of developing and marketing its technology to its licensees on a global scale, I accept it. With gratitude.

    Besides, no PR means the shorts don't know when this particular shoe is going to drop. Works for me.

  • Reply to

    Regulations require release of critical information.

    by akna_how Apr 20, 2015 10:51 PM
    thebardof_avoncalling thebardof_avoncalling Apr 21, 2015 11:55 AM Flag

    "Just feel full disclosure still applies and that they need to work on assuring this takes place,"

    Of course, there's always the chance that whatever dimming technology the GTE C-coupe roof uses isn't SPD. Maybe you should explore that possibility.

    Oh, but you can't, because if it is another technology, whoever's responsible hasn't taken credit.

    To quote Willy Loman, "It comes with the territory." Welcome to the world of REFR longs.

  • Reply to

    Shanghai Motor Show

    by akna_how Apr 20, 2015 2:40 PM
    thebardof_avoncalling thebardof_avoncalling Apr 20, 2015 8:12 PM Flag

    "The truth is management probably has not even tried for a better deal."

    How do you know?

  • Reply to

    Shanghai Motor Show

    by akna_how Apr 20, 2015 2:40 PM
    thebardof_avoncalling thebardof_avoncalling Apr 20, 2015 3:27 PM Flag

    RFI ihas a long history of releasing PRs jointly with their licensees, when those licensees introduce a new SPD product. For whatever reason, VW hasn't yet.specified SPD in the GTE C-Coupe concept.

    It could be some other electronically dimming, infinitely variable glass so we'll just have to wait and see. :-)

  • Reply to

    Who'll be the first

    by thebardof_avoncalling Apr 20, 2015 12:17 PM
    thebardof_avoncalling thebardof_avoncalling Apr 20, 2015 1:02 PM Flag

    Yup.

  • thebardof_avoncalling by thebardof_avoncalling Apr 20, 2015 12:17 PM Flag

    to blink?

  • Reply to

    A simple marketing idea for the big boys

    by threespeech Apr 15, 2015 7:49 AM
    thebardof_avoncalling thebardof_avoncalling Apr 15, 2015 10:21 AM Flag

    "... listening to "Born in the USA""

    As long as it's just an instrumental version.

  • Reply to

    low volume melt up

    by notmessingaround516 Apr 8, 2015 12:56 PM
    thebardof_avoncalling thebardof_avoncalling Apr 13, 2015 11:03 PM Flag

    Akna,

    When I said "shed some light on" I was thinking more about where the $1.1 million came from than where it now is.

    Historically, we've been told that 70 percent of royalty income has been coming from the automotive licensees, i.e. Pilkington, Asahi for the M-B MSC sunroofs.

    If that held true for Q4 of 2104, it comes out to about $770K worth of sunroofs, at anywhere from $125 for the SLK and SL vehicles to $??? for the S-class coupes.

    Hard to guess a royalty on the coupes. They're retailing for $2500 in the U.S. and China, but we don't know what Asahi is charging Mercedes. Still, $770K from automotive in a single quarter, IMO, would be an encouraging sign concerning S-class take rates.

    My reference to OEMs had nothing to do with the "long wait" comment from JH
    The plural OEMs in the Isoclima PR might have been limited to M-B and BMW, but they might not.

    Did they include Ford and the Continental, or Aston Martin and their upcoming DBX crossover, or another as-yet-unrevealed concept or production vehicle? We won't know until we know.

  • Reply to

    low volume melt up

    by notmessingaround516 Apr 8, 2015 12:56 PM
    thebardof_avoncalling thebardof_avoncalling Apr 9, 2015 11:22 AM Flag

    Price inching up as volume shrinks.

    1Q financials due in about a month, and may shed light on that $1.1 million royalties receivable figure. Isoclima ready to put on an impressive display at the Aircraft Interiors Expo next week:

    "The crowning aviation achievement, during 2015 relates to ISOCLIMA supplying five different models of helicopters with CROMALITE® passenger windows. One of these windows will be on display at the exhibition."

    "In addition to the aeronautic sector, CROMALITE® has been also chosen by **major automotive OEMS** and yacht manufacturers."

    Last month, M-B introduced Cromalite in the V-ision e hybrid concept at the Geneva Motor Show. Last year, BMW introduced it in their Cool Shade on the Concept Active Tourer. That's two OEMs. Is Ford #3?

  • thebardof_avoncalling thebardof_avoncalling Apr 6, 2015 12:46 PM Flag

    Your point being?

  • Reply to

    ridiculous action

    by nutsheller2001 Apr 6, 2015 9:36 AM
    thebardof_avoncalling thebardof_avoncalling Apr 6, 2015 11:46 AM Flag

    Yep, $5.74 is the current line in the sand. Someone really wants to keep REFR at pre-Lincoln prices.

  • Reply to

    Lot of agressive short postings

    by notmessingaround516 Apr 2, 2015 1:04 AM
    thebardof_avoncalling thebardof_avoncalling Apr 2, 2015 2:02 PM Flag

    Not really.

    Between Dec. 26 2014 and Monday total volume was 1,431,560. Price ranged from 4.91 to 5.74.

    Total volume last three sessions, 2,448,700. Price ranging from 5.50 to 6.69, putting shorts seriously underwater on many of those earlier sales. They'd need to get the price back below 5.74 to be in the black on any of them, and volume is drying up again..
    .
    Shorts position was 1,162,762 as of March 10. Even if all the shares traded between March 1 and March 24 were bought to cover (they weren't), it would still have totaled 795,062 shares at market open on Monday.

    Has the action this week included serious covering, or more shorting in the hopes that no more good news is in the pipeline? Probably both, but not enough of the former to keep the "aggressive" bashers away.

    I do recall JH saying in a CC that he has always thought the last 750K shorted shares would be very hard to cover. He should know

  • Reply to

    Lincoln Continental

    by lestersloane355 Mar 31, 2015 12:49 PM
    thebardof_avoncalling thebardof_avoncalling Mar 31, 2015 1:52 PM Flag

    Detroit Free Press says going on sale next year, likely as a 2017 model so I assume later in the year.

  • thebardof_avoncalling thebardof_avoncalling Mar 30, 2015 9:52 PM Flag

    Not the most credible source:

    Despite Introduction Of Electronically Dimmable Window, Research Frontiers (REFR) Share Price To Fall As Potential Buyout Discussions Stall Predicts Sierra World Equity Review

    About Sierra

    Hi, my name is Sierra and I'm 27 yrs old and I live in beautiful Key West, Florida. When I'm not playing beach volleyball or modelling my passion is blogging and trading stocks.

    On the weekends I'm normally at Sloppy Joes or The Schooner Wharf Bar enjoying the nightlife dance be happy, enjoy life and good luck in all your trades!

  • Reply to

    About the U.S. supply chain

    by thebardof_avoncalling Mar 30, 2015 12:09 PM
    thebardof_avoncalling thebardof_avoncalling Mar 30, 2015 12:32 PM Flag

    Pilkington glass laminators in North America:

    Collingwood, Ontario, Canada – production of laminated glass.
    Versailles, Kentucky – production of both laminated and toughened glass.
    Mexicali, Mexico - production of laminated glass

    AGC glass laminators in North America:

    Bellefontaine, MI
    Elizabethtown, KY
    San Luis Potosi, Mexico -- but that's going to provide glass for an estimated 750K Mexican vehicles each year

  • thebardof_avoncalling by thebardof_avoncalling Mar 30, 2015 12:09 PM Flag

    RFI sunroof licensees in the U.S.:

    AGC Automotive America
    AGP (American Glass Products)
    Pilkington USA/Canada
    Pittsburgh (as in Pennsylvania) Glassworks.

    If the supply chain has worked for Europe, it will work for the U.S. Japan isn't that far away.

REFR
5.7399+0.0699(+1.23%)May 1 3:59 PMEDT