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View Smart Windows $CFII 10x Investment SPAC [Thread]
- Innovative Smart Glass Windows
• 1000+ patents
- Customer list is extremely impressive
127% CAGR over next 5 years
Expect to make nearly $2B in 2025
• post-merger ticker = $VIEW
Dive Deeper,
![View Smart Windows $CFII 10x Investment SPAC [Thread]- Innovative Smart Glass Windows• 1000+ patents- Customer list is extremely impressive127% CAGR over next 5 years Expect to make nearly $2B in 2025• post-merger ticker = $VIEWDive Deeper,](https://pbs.twimg.com/media/EtzIAGmUUAQtSVw.jpg "View Smart Windows $CFII 10x Investment SPAC [Thread]- Innovative Smart Glass Windows• 1000+ patents- Customer list is extremely impressive127% CAGR over next 5 years Expect to make nearly $2B in 2025• post-merger ticker = $VIEWDive Deeper,")
1/ What They Do
Make futuristic "smart" glass windows
Some Main Features:
- AI driven
- reduces glare
- connects to smartphones
- saves energy and the environment
Applications:
- 5G connectivity
- smart protect
- edge computing
Watch this to learn more
Make futuristic "smart" glass windows
Some Main Features:
- AI driven
- reduces glare
- connects to smartphones
- saves energy and the environment
Applications:
- 5G connectivity
- smart protect
- edge computing
Watch this to learn more
2/ Huge Potential
With over 1000+ patents they are a pioneer w/ first-mover advantage
Have over 80% market share in smart glass as of 2020
Targeting $1T+ glass window market
$560M in backlog orders
$1.7B in the sales pipeline
Installed in every major N. American market
With over 1000+ patents they are a pioneer w/ first-mover advantage
Have over 80% market share in smart glass as of 2020
Targeting $1T+ glass window market
$560M in backlog orders
$1.7B in the sales pipeline
Installed in every major N. American market
3/ Clients 
Their technology is sticking across all types of commercial real estate:
- workplace
- hospitals
- education
- airports
- real estate
View has some impressive customers in an array of different sectors as seen in the image below
Their technology is sticking across all types of commercial real estate:
- workplace
- hospitals
- education
- airports
- real estate
View has some impressive customers in an array of different sectors as seen in the image below
4/ Ready for Mainstream
View has come a long way since their founding in 2012
...they're ready to breakout
This looks like a beast in the making.
@view_inc_ journey over the years
View has come a long way since their founding in 2012
...they're ready to breakout
This looks like a beast in the making.
@view_inc_ journey over the years
5/ Management 
•Very ambitious and well-rounded
$CFII team bringing View public is led by Howard Lutnick
who is the CEO of Cantor Fitzgerald (large investment and real estate firm)
•Dr. Rao Mulpuri (View CEO) has taken the company a long way and isn't slowing down now
•Very ambitious and well-rounded
$CFII team bringing View public is led by Howard Lutnick
who is the CEO of Cantor Fitzgerald (large investment and real estate firm)
•Dr. Rao Mulpuri (View CEO) has taken the company a long way and isn't slowing down now
6/ Impressive Technology
The windows can be controlled from an app on your smartphone.
Cornell Study of View:
People:
- 51% less eyestrain
- 37 min more sleep
Planet:
- 20% energy savings
- 10% more usable space
Profit:
- 5% higher rent
See View Smart Protect
The windows can be controlled from an app on your smartphone.
Cornell Study of View:
People:
- 51% less eyestrain
- 37 min more sleep
Planet:
- 20% energy savings
- 10% more usable space
Profit:
- 5% higher rent
See View Smart Protect
7/ Financials
$75M Rev '21
$1.9B exp. Rev for '25
(127% Five Year CAGR)
The most impressive part is the High Gross Margins they'll be able to achieve (thanks to economies of scale)
• Expecting to be profitable by 2023
A true (high) growth company
$75M Rev '21
$1.9B exp. Rev for '25
(127% Five Year CAGR)
The most impressive part is the High Gross Margins they'll be able to achieve (thanks to economies of scale)
• Expecting to be profitable by 2023
A true (high) growth company
8/ Merger 
The $CFII @view_inc_ merger is set to close in Q1 2021 (expect March)
I think View has flown under the radar as other mergers (hint hint..EV's) garnered most of the SPAC attention.
Its current prices are very favorable in my opinion.
View's Newest Projects
The $CFII @view_inc_ merger is set to close in Q1 2021 (expect March)
I think View has flown under the radar as other mergers (hint hint..EV's) garnered most of the SPAC attention.
Its current prices are very favorable in my opinion.
View's Newest Projects
9/ End Thoughts
- I'm very bullish on $CFII @view_inc_
• Revenue is set to skyrocket
• Lots of patents, big-time customers, and forward thinking management
The real estate industry is ready for this tech
• saves money
• environment-friendly
• tenants love it
• etc
- I'm very bullish on $CFII @view_inc_
• Revenue is set to skyrocket
• Lots of patents, big-time customers, and forward thinking management
The real estate industry is ready for this tech
• saves money
• environment-friendly
• tenants love it
• etc
Appreciate you taking the time to read this thread! I hope it was informative.
Follow @PetcashInvest
for more DD threads on SPACs and other High-Growth companies
Follow @PetcashInvest
for more DD threads on SPACs and other High-Growth companies
