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Can anyone explain why the pre-reverse-split options are trading below intrinsic value? For example, I have Jan15 $3 calls ($24 strike after the 8-1 RS) that have $9.05 intrinsic value at $33.05 PPS ($1.13 split adjusted value) but only trading for $1.03 or so.
Elon Musk, on radical redesign of BFR/Starship, via Twitter. Starship was previously all carbon-fiber:
Extremely interesting, thanks for the info!
However, since Li still holds less than 50% of LQMT shares, wouldn't that mean that a Code Section 382 "Ownership Change" has not yet taken place, and all of the NOL asset is still available? Perhaps that is why he has so far waited to purchase a majority stake, and announced that he will "when the time is right"—he wants to use LQMT's NOL to improve EON's margins on imported parts until the asset is exhausted, then he will take a majority stake.
Just look at that Monday morning volume!
Someone buy a handful of my shares so I can go gamble in the TSLA options casino.
Actually, that makes perfect sense: Li bought LQMT as a shell company for the tax credits. Worth almost as much as the patent portfolio! Mystery solved, as far as I’m concerned.
MHTK still seems to be making progress through the testing process, and presumably Visser will remain Lockheed's source for the canards. Future volume production might have seen LMT pick up a major contract, but that seems doubtful now with so much information flowing directly to our Chinese-government-owned partner.
Except now we will probably never get another project from the DOD—which is a real shame since EAPS MHTK could have been a big cash cow and a huge trojan horse into more lucrative defense contracts.
Lugee Li had better make us billions in medical/automotive/etc. to make up for the billions his Chinese entanglements will cost us from defense.
Unfortunately, this tech seems to have nothing to do with BMG. It is a new type of closed-circuit radiator using a "special synthetic metal" with "1/6 the viscosity of water"—almost certainly some alloy of gallium—and taking advantage of the ferromagnetic coolant by using an electromagnetic pump (and future plans to power such pump using waste heat alone).
Super cool and exciting to followers of CPU technology advancements, but not particularly exciting to LQMT investors. Though our technology is well-suited to producing the solid parts of such small heat sinks, and one day our BMG may prove an ideal material to resist the embrittlement that I imagine could plague these new "liquid metal heatsinks"... so who knows, could still turn into a windfall.
This article reveals more information than the other:
The arrival of liquid metal radiator 4G + frequency era
Did you open the PDF? It has our logo and trademarks all over it.
Any opinions on whether drones constitute "consumer electronics" or aerospace? Most of them are extremely fragile and certain parts could benefit enormously from the strength:weight ratio of LM105. I actually wouldn't be surprised to see Apple themselves enter the personal drone space once their AR/VR efforts mature a bit further.
3D-printing enables more complex part geometry and small batch/one-off production without the need for mold design. However, these are the only advantages over injection molding, and there are a ton of other competing materials available for additive manufacturing, while Liquidmetal is the only game in town for one-step net shape MIM. Otherwise, 3D is tremendously slower, can't produce good surface finishes without post-processing, and whether the parts are completely amorphous still seems to be an open question.
It's a good complementary technology for the world of BMG, but doesn't diminish the value of our tech at all.
Conventionally, yes, but presumably these researchers have figured out the correct parameters for formulation, grain size and electron beam energy to flash melt and refreeze the alloy quickly enough to avoid crystallization of both old and new layers. If they haven’t, then this tech is not very useful at all. As it is, while additive manufacturing has some very significant advantages over injection molding, 3D-printed BMG would have fewer advantages over the many other metals available to that process. Much of the novelty of amorphous alloy is the compatibility with injection molding and hot forming, all of which facilitates minimal post-processing, corrosion resistance and mold-ready surface finishes.
Ah. Well that took some digging.
Is LQMT not the majority stakeholder of Liquidmetal Coatings?
Looks like we definitely have a piece of this.
Additive manufacturing of an iron-based bulk metallic glass larger than the critical casting thickness
Contributor:
Like I said, I certainly hope that we're currently shipping countless tons of finished BMG parts to Tesla. There's just no evidence to support or refute that conclusion, and Eontec does lots of non-BMG work that could explain those shipments.
I'm 100% on board with huge future Tesla revenues for LQMT, but I don't see evidence that any of these parts are BMG. The only confirmed BMG Tesla part that I'm aware of is the rear door latch for the Model X. Does anyone else have information on other parts?
Is there any evidence that EONTEC is actually producing BMG parts for these manufacturers (besides TRI), and not magnesium or some other material?
Regardless, "amorphous alloy casing" has not yet become a selling point for mass market CE products. If/when Apple decides to sell it with some fancy marketing name, Li will likely be the only person positioned to compete directly, and Asian manufacturers will be beating down his door for the capability to copy Apple's latest feature.
The ROFR only gave Apple the right to make a competing offer in the event that another party attempted to acquire a controlling interest in LQMT. It has nothing to do with the TTA or CIP. Apple has a permanent exclusive CE license to use all of our IP produced during the capture period, regardless of ownership of the company.
The only reason for Apple to care about LQMT at all is if they want our help with production, or if they want to negotiate further licensing for IP developed after the expiration of the TTA capture period, or for purposes other than CE. The only complication for them to consider is that the CEO of LQMT can personally decide to compete with them using very similar technology through another entitiy (EONTEC).
Don't forget that Lugee Li holds a bit of adversarial leverage over Apple. Once Apple makes use of amorphous casings, he could work with Chinese manufacturers to license Eontec's BMG patents and flood the market with cheap amorphous clone phones and laptops that would diminish the impact of Apple's novel supermaterial advantage.
Lugee wins either way, but if Apple isn't planning to ink a production contract with either company, they may be well advised to at least keep LQMT happy by letting us pursue whatever occasional non-competitive CE contracts come up in order to keep Eontec off of their playground.
You're not wrong that Li saved the company, and we will go where he leads it.
But so far, Li has only shown that he can build a $1B business. If we're hoping to grow the BMG market, and to grow LQMT to a $10B or $50B business, we're going to need help from a much bigger fish like Apple and/or Tesla.
Apple rumors will always be of critical importance to this stock.
Most people here are informed enough to realize that we are unlikely to derive revenue directly from Apple. The importance lies with the potential for the world's largest company to make prominent use of our technology in a premium product. That visibility and the "halo effect" would be an incidental BMG marketing campaign worth billions.
Who remembers when Apple introduced the candy colored iMac DV series in 1999? Translucent colorful plastic sprang up everywhere you looked for years, and Apple only had a tiny fraction of their present influence back then.
In my estimation, at this point LQMT's future depends 60% upon Apple, 20% upon Elon Musk, and 20% upon Lugee Li.
There are five separate expos on the show floor. We are exhibiting two of them.
http://www.canontradeshows.com/expo/cms_anaheim/media/floorplan.pdf
They sure will.
Pure educated speculation, but given Tesla’s ongoing utilization of BMG, existing business relationship with Lugee Li, and (most importantly) our product’s absolutely perfect suitability for the application, this ramp-up—coinciding with our capacity increase—could be imagined as a major revenue source.
Tesla's New York Gigafactory Kicks Off Solar Roof Production
Yes, that was my intent. I only had a handful of shares just barely in the red, so not much point micromanaging the trade. I'll be sad when that 20% misses out on our eventual hundred-bagger, but happy enough for the remaining 80%.
Price spiked so fast this morning that someone got all of my 2012 shares for 0.26 before I could get cold feet and cancel the order. Those lots were all of my most expensive (0.28) and least expensive (0.06), so back to pure green with a new basis of 0.1202.
First shares I've ever sold. Off to the crypto casino...
I bet a Liquidmetal flute would be something to hear.
Tweeters (high frequency loudspeaker drivers) are a very high volume item, overall, and manufacturers are always seeking optimal materials for them. LQMT should do some research on them (and woofer cones while they’re at it), and produce a white paper.
I'm going to qualify this potentially off-topic post by pointing out that this very interesting project I just found could actually be a great future avenue for Liquidmetal and other micro-caps to raise capital. And this particular not-yet-missed crypto-boat doesn't set sail until the end of next week.
Disclaimer: I have not (yet) registered with or invested in this project.
Li is not a victim. Li is one of the only people on Earth who is currently doing business selling BMG parts. Short of Elon Musk himself, Li is exactly the person we want developing our company.
Given ATI's location, and inexorable ties to LQMT, it seems likely that any actual significant contract(s) landed by Kang would end up being manufactured in our facility. I don't see ATI as a competitor, so much as a rogue satellite.
I agree that more players in the space is good. It's just important to recognize that Glassimetal represents no threat to LQMT. Don't let the fearmongers convince you otherwise.
Glassimetal's RCDF tech is little more than a tabletop experiment right now. It has potential for some applications, but it is years from commercial viability. Also, their process is not very different from ours, and much of it may infringe upon CIP patents. I'm pretty confident they'll be kept entirely under Apple's thumb. If Apple does go hardcore BMG, it will be mostly CIP tech, with some EON and Glassimetal contributions.
I wouldn't be too surprised to see Li buy Johnson's company down the road, and roll it into LQMT.
Interesting patent. Pre-stressed crystal-core BMG. If Apple has determined that an amorphous surface only is good enough then 3D-printing may be possible.