Thursday, October 23, 2014 9:47:28 PM
You're also correct no one SPECIFICALLY asked about Liquidmetal and BMG - but there were many questions (and answers) about growth opportunities within divisions and product lines, as well as discussing delays in growth for auto and the F-35's because of the new investment casting / "near net-shape" product etc.
MTRN had a letter perfect presentation. Laid out the good & bad and put dilutive or accretive $$$ to their upside / downside projections by market and division. They also touted the growth in CE markets and *surprising growth in medical markets* too - but was any of that BMG? Who knows?
***The opportunity was absolutely there to specifically define the BMG growth (or lack) beyond the "several millions" from prior "Q" comments.
On point w/ Liquidmetal mgmnt: I want to know if Liquidmetal mgmnt. and the accountants will EVER divulge the gross partner revenues. Will the accountants EVER be allowed to do so?
Without that financial break out there's going to be a lot less information for "the market" to project sales revenues and sales growth by our partners and LQMT.
It's not helpful.
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