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You attribute my slow walk as a result of infirmity (which, thankfully I have none). I just like to stop every now and then and observe my surroundings to see what I am in the midst of.
Ha ha. I’m not as fast as I never was. Nor as sharp. But then, I’m still looking down at the grass. And that’s sumpin’, ain’t it?
I love the conspiracy theories. Keeps the blood pumping. Better than running the mile in under a minute. (Or, in my case, better than running the mile in under an hour and a half.)
Jay, I love your Apple Optimism, and I hope you are right, but I'll bet you 1/2 a share of LQMT that the customer is not Apple.
Benchmarking is the process of measuring the performance of a company's products in comparison with current industrial standards. It’s also used to compare and evaluate companies. Benchmarking’s purpose is to identify opportunities for improvement and innovation.
You have to keep in mind that LQMT’s technology is still new and untried in many industries. And LQMT as a company, has essentially no tract record to show that they can deliver large volume, recurrent orders. So what do their potential customers have to go on, other than the words and pictures in The Design Guide, before making a major commitment to develop an entirely new line of products?
That’s why this first volume recurring order is so important. It’s pivotal. There are many “eyes” on LQMT. If they succeed with this first order, they will have established themselves as a reliable company capable of producing and delivering a new and innovative technology. I.e., they will have set the benchmark!
Thank you.
KanadienEh, thoughts?
I'm not knocking technical analysis. I've learned too much from, and have too much respect for, brother Base2F to do that. But during times like these, when flags have stopped flying, it's good to remember that we still have very strong Fundamentals.
REVOLT: REcurring Volume Orders of Liquidmetal in Target market.
Those who can predict the 3rd quarter revenues have the ability to say what will happen, and then explain why it didn't. Then again, as we all know, the future of LQMT isn't what it used to be.
Buddy, if, as you say, 25 machines are being used to make parts for LQMT, and they generate only $300k a month in revenue, we should all look for a different company to invest our money in.
Not sure how you arrived at that number, but if Yihao dedicated 25 machines to fill LQMT’s order, and assuming they are all in operation producing LQMT parts for only 8 hours a day (unlike Steipp’s 2 machines working 24 hours a day to produce $2 million in quarterly revenues), we’re looking at quarterly revenues of $8 million.
If the recurrent parts order yields annual revenues of $32 million, the share price will easily hit $1 this November. But I’m not going to hold my breath until they actually earn that much money.
I know. And it's a good question. Unfortunately, none of us knows the answer. We don't even know how many of Yihao's machines are being used to fill that order. (Are we even sure that Yihao, and not Eon or Eutectix is making the parts?)
The only number I have is based on what Steipp once told me, regarding LM105. He said that 2 machines working 24/7 would make LQMT profitable. That's when their burn rate was $8M a year. So regardless of who is making the parts, they don't have to dedicate many machines to LQMT in order for LQMT have revenues exceeding $1.5M t0 $2M a quarter.
Now, if we knew, instead of guessed at, the number of machines that are dedicated to LQMT, we'd be able to have a pretty good idea of how much revenue they will earn.
OK. Got it. Very interesting in deed. So what prevents this type of manipulation once the 3rd quarter results are out? Sounds to me like I’d be better off going back to running numbers than investing in penny stocks.
Wild or not, I like it!
Thanks. I was freaking out for a moment thinking that their 3rd quarter was Aug., Sept., and Oct. That would have meant that one month's worth of revenue from their new recurring order would be worth only $33K.
Honestly, this stock drives me crazy sometimes. -- Correction. Sometimes I drive myself crazy over this stock.
When does LQMT's fiscal year begin? Is July part of the third quarter?
Yes. I agree whole heartedly. This past July was a real turning point. And it’s just the beginning.
I don’t know what the stock will do in November. But when ever they announce another volume recurring contract in addition to the one they announced last quarter, the price will explode to the upside.
Any way we dice it up, we all know one thing for sure: the next Q-10 won’t be a repeat of the paltry sum of 33k in quarterly revenues. It would be a beautiful thing to see third quarter earnings of 500k or better, but I’m not going to bet the ranch on it.
Question number 1: LQMT does not produce products for Yian Technologies (Eontec). It’s the other way around. Eontec, and companies under the Eontec complex, produce parts for LQMT.
Question # 2: Yes. The hinge would be considered a part used in a consumer electronic product.
Thank you.
I find it best to stick with information that comes from a primary source. Unfortunately, the main primary source in this case is tight lipped. All the chatter between the last Q-10 and the next Q-10 falls under the category of entertainment... until proven otherwise.
Just keep reading DMN's sticky. That's the real deal from the primary source.
That doesn't make sense to me. If he caps the price with a sell order of $.1410, he can't buy under that price, or if he can, the difference will be so small as to hardly make the effort it worthwhile.
Pie in the sky predictions didn’t materialize? I’m shocked.
That is So Helpful. I can’t thank you enough.
You got that right.
Visser wasn't even in the picture when the sim pins were made... nor was he around when they made the SamSung phone hinges. So who did their manufacturing back then? I don't know. Perhaps our resident historian (Watt's) knows. But it really doesn't matter now.
Years ago the hype came from Steipp. Now it comes from us. And there is no need to hype this company because after nearly 2 decades of going nowhere, LQMT is finally on the verge of big time success. Let’s all sit back and enjoy the ride. It’s going to be fun.
Is it just me, or we unicorn hunters working ourselves into a frenzy over a host of possibilities, rather than solid facts? No slight intended. It’s just that there is so much “stuff” that we post here that I’ve lost the ability to tell fact from wishful thinking.
It’s basically an ad. And it smacks of an old ad at that. E.g., “Our business focus is on small precision parts, typically weighing more than 1 gram and less than 80 grams.” That describes their business model when LM105 was their chief alloy.
I’ve been imagining just that for what seems like centuries.