Installed a 120" AT Dragonfly screen this week. Screen material looks similar to what is used by other manufacturers (SMX, Vutec, SeymourAV, etc). Went together nicely (just like other Dragonfly screens), included a black scrim and all mounting hardware...
Projector is a JVC DLA-HD350. No signs of Morié. Looked really nice.
As a reference, I also installed a masking 129" 2.35:1 VisionX screen this week. It had similar material as well, but was significantly more work to get installed (as I would expect from a masking system). Both were similar in character as far as the screen material looked (neither has been calibrated yet)
Biggest difference in the general appearance of the screens was in the borders: 2.25" versus ~6"... It did make the VisionX screen look a little nicer overall. One small annoyance with the VisionX was that it had a plastic logo on the lower right side... not a fan and will delete it on future orders.
For a budget AT screen, I think that the Dragonfly is going to be hard to beat. It will certainly make it easier for me to upgrade my budget-minded clients into an AT option as the competition is a bit more price-wise.