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I am glad you agree Apple might not be a dry well "IF" they decide to stay in the game
Kindle waiting for the Gasoline
Referencing PLUG is a good way to attract attention. Timing is right as the top might have been formed for PLUG. Day Traders will move on. All the PLUG lottery "winners" or "miss outs" have emotion over their head. It should strike their interest to identify LQMT as the next lottery winner.
Notice Author might have purposely avoided 3/18 event.
I found iGolf Round 2 an interesting story. Assuming LQMT can cap the COR to 0.83, it will still have significant price/performance improvement over Titanium now that we have injection mold capability. Wonder how the old timers here would challenge his take?
For those Fact Finder on this board, how would you challenge or support this following Apple Conjecture by the Author?
Why I believe that Liquidmetal will benefit financially from the production of Apple devices
Q: "Yes. Can you tell me do you receive any revenue from the sale of product from Engel or Materion, including possibly to Apple should they be interested in purchasing equipment or material through your partners?"
A: "We really haven't disclosed the content of the agreements we have on those. And at this point in time, since we haven't had any of those sales what I would say is we are trying to keep all options open, but we certainly have not received any revenue from either of those at this point in time, Chris."
It's my understanding that Liquidmetal would not be required to disclose to the public such an agreement with Apple to manufacture components with Liquidmetal's certified partners until the company was actually earning revenue. It's my belief that Apple ensure that such an agreement would not be leaked prior to their product announcement.
An article like this can help define the downside risk for this stock ......unlike most penny stock, LQMT will/cannot go down to zero as long as Apple is in the game.....well that is a gamble by itself.
Unlike Jason Bond, this author is not a Day Trader......hence better credibility.
For the long timer at 0.12, they would have been real happy when it reached $4.
Besides, do you really think PLUG is a billion dollar company?
I understand your negativity
If I am behind by 18 runs with 3 outs to go, I will feel the same way.
Keep in mind, game is not over until the last out is made
Keep faith....just look at PLUG....miracle does happen
Amen..
Except I am Long because of Apple rather than despite of Apple
Except Lockheed, all company you listed has Apple stamped all over it.
This board says anything to do with Apple is a dry well.
As far as Lockheed, it "was" a one time research program that is no longer funded by the government as stated by Steip.
For the market in the $5 million to $10 million range that Mr Hipple refer to:
1. How would you conjecture the pie chart for the customer base?
a. Apple
b. Non Apple
2. How would you conjecture LQMT share of this revenue?
a. 25%
b. 50%
c. 75%
d. 100%
3. How would you conjecture timing distribution of this revenue?
a. front loaded year 1
b. back loaded year 2
c. flat line year 1 and 2
If you do 1*2*3, you can wildly conjecture the revenue possibility for the next 12 months.
If you pick 1b*2d*3a, you can get $10 million revenue
If you pick 1a, you get $0
Assign probability of all your conjecture point, you will have an idea what kind of revenue you "likely" will have for 2014.
Keep in mind, latest 2013 finance data shows they have 1M revenue and 6.1M loss. This translates operation cost of close to 7M.
Once you get that figured out, please share your excitement with us.
Your Wild Conjecture suggest closing a deal or two soon....
Can you provide more substance upon what the deal might be?
It will be good if it has some factual finance data behind it
We can all use some excitement here......
Penny Stocks is just like Stock Option
Volatility Index plays the big part of the PPS equation
Without news or rumors, it will draw no interest from any investor.
Conjecture vs History
In the investment world, this is all you can rely on.
Either you buy on rumor (conjecture) and sell on fact (history)
Or you sell on rumor and buy on fact
Until the fact is out, all we do is bet each against our own conjecture.
Sad case here is nobody even care to conjecture.......
Steipp is only a Puppet Monarch under Apple
Below is the event in chronological order
03/10/10 John Kang stepped down
08/09/10 Apple obtained Lifetime CE License (the soul) for $20m
08/10/10 Steipp appointed CEO
10/03/11 Engel partnership
11/30/11 Materion partnership
06/05/12 Visser partnership with 30m shares at 0.10 compare to 0.22
and 15m shares option at 0.22
Essentially this is ~4m please help me fee
11/01/13 GTAT announced Apple relationship
11/01/13 Visser Arbitration begins
02/24/14 GTAT leaked Apple Arizona plant
02/27/14 Materion deferred decision to Apple
02/28/14 Tim Cook acknowledged Arizona plant as "secret" project
03/01/14 Visser sold 1m shares at 0.30
To me, Visser is out of any Apple revenue due to Apple opening up "secret" factory for Sapphire and Liquid Metal
Neither Materion nor Engel can speak (never mind demo) until Apple say so and/or until Visser case is over
Apple does not have a history of allowing supplier to leak. GTAT is an exception. Perhaps it is a "controlled" leak to hype iPhone6 and/or iWatch.
Until Apple can finalize their mfr process of integrating Sappire with Liquid Metal (see ANAX post). They will keep the lid on the Liquid Metal team. Note iPhone6 can go with Sapphire without Liquid Metal but not the other way around. iWatch can always delay as it will not be the cash cow.
Of course, all the other 28 prototype customers have all the latest and greatest info thru NDA.
For anyone on this board who is curious about the detail (technical and business timing), feel free to talk to Paul Hauck (Hogan) for project #29 thru NDA.....something like Liquid Metal Dental Pick and you will open up a factory to mfr this (no need for Visser)
Announcement like that will pump up the stock big time, wouldn't it? This board says all we need is one announcement
Oops...sorry no announcement until Apple say so
It is quality vs quantity
I sure hope there is some quality prospect if that's all you are banking on.
So you are saying you got caught in the moment of "hype".
BTW, isn't what PR is all about? It is all "hype".
That's good for day traders. Fundamental is not part of the decision.....just leaks, news and hype.
With all the fundamental being all on "thin ice", why do you think there should be any LONG.....if they all should think with their head rather than emotion.
Will "whining and dreaming" get us anywhere?
I guess it will continue until the Fat Lady sing.
According to you, she is already here.
We hear it loud and clear from you time after time.
FORGET APPLE $$$
Just wonder why you thought the stock would jump to 0.40 the day after ANAX published a paper that is everything to do with Apple
They are obligated to provide Forward Looking Statement.....which will move the stock either way
Past quarterly performance will have no impact to the stock
Unless they make PR Release before the CC which will happen after 4pm, Q&A will get similar answer like from MTRN CC.....defer to Apple decision
Does anybody have the history how Visser acquired/granted with those millions of shares?
If those shares were simply granted but not privately acquired, then lost of arbitration can wipe out those shares.
This can explain why the leftover 241K shares was sold
This is all speculation of course.
History of the millions of shares can help rule out some of these speculation.
iPhone 6 will have Sapphire Glass and that will not ramp up until 2nd half of this year. Hence it will be back to annual Sept date
I believe Jelbert is in silent period before earnings report
Sorry I have missed 46717.
In no way I imply LQMT APPL conflict....we are in APPL life boat
If you read my past post, you will note I stated I am a shareholder....perhaps much more than u think
If you read more carefully, you will see my positive point (only about Apple relationship though)
Cheers
Can a 10 years+ old startup with plenty broken promise convince investor on "future"?
FDA fast track approval is mostly related to "software upgrade".
Unknown Metal "replacement" is not exactly fast track....I truly hope not.
DOD approval rate is all about politics and how many subs and primes hands it needs to go thru.
On technical front, new metal introduction in any system affect thermal characteristic which impact electronics which impact software.....etc. If all test pass on first shot, it will be quick. Problem is they will always fail. BTW, 99% of time the problem is from somewhere else.
Let's not forget we are still on the Apple Life Boat
Since 2010 true penny (single digit) stock day, the only thing that moves the Stock is related to Apple.
Note the only thing that excite Watts was a great Anax write up that ultimately is about Apple.
Do we really think the Valentine Day jump is because investors think LQMT finally can make money without Apple?
Or do we think the investors speculate Apple money jar might not be closed after all?
Note in Jason Bonds announcement:
No entity was given a heads-up prior to the announcement, according to Buchanan, including Apple.
Do you think Tim Cook is waiting for an Impact Assessment from his legal team?
Why do you think this board is debating about expiration date of the expired Apple agreement? 2/5 vs 2/28 can be critical as 2/14 was the news date.
Was 2/14 announcement date a stategic chess move? Does LQMT has a history of waiting for everything done done before making announcement?
Now lets put a realistic look at the non-Apple side of the world.
I argue any future revenue potential with any customer (medical, defense, non CE...etc) will not contain any significant revenue potential and they will also takes years to qualify and agency approval.
I would love to hear from this board to dream and speculate any realistic product revenue potential (how much and when).
In another word:
SHOW ME THE WHALE
I agree with your assessment of today's selloff
Short Sellers has been smelling blood for the last few days. Day traders was what's holding up the dam.
http://otcshortreport.com/index.php?index=LQMT#.Uw00Il4016E
Look at how the short interest surge for the last few days
Now that the Day Traders are gone as they have better fish to fry.
In the short term, we need help from the Short Squeezer
Hi Anax,
In reference to your post
Apple has already rights of first refusal until 2016. If they should not extend the TTA, and Liquidmetal should invent new patents, then Liquidmetal could sell them to other companies. In this scenario Apple would have the first right to buy these patents, BUT they have to agree to the same or better terms (see below)! So in this case, it would be actually good for Liquidmetal not to extend the agreement.
How do you see the recent LM105 announcement fit within your above supposition?
typo i meant 46017
Buy back the soul with the "Poison Pill".....IMHO
See my post #46107
iWatch and iPhone 6
With all the up and coming Apple rumor product for 2014,
iWatch, iPhone 6 seems to be the most credible
Liquid Metal can arguable be the key "unique differentiation" for both products along with Sapphire Glass.
Both iWatch and iPhone have constant close contact to human body. With the latest medical sensor rumors for iWatch, this makes it more intense.
While all rumor mills have hyped for Liquid Metal for quite some time, nobody (at least myself) is aware of the Beryllium factor.
To consumer, this is the AHA moment (just like BPA in plastic bottle). Does any consumer product company want to take on this type of PR risk?
In order to fend off the non Apple growth story, Apple MUST release Revolution Product(s) this year. Without Liquid Metal, they have nothing but "me too" product. How can they fend off Samsung story line? "Next Big Thing is Already Here"
Why do you think ICahn is backing off stock buyback demand without assurance from Tim Cook?
Since new iDevices come out twice a year, recycling will be a big issue for Beryllium product. It will be treated like your batteries. Do you think Apple want to pay for all those recycling expenses to maintain their "GREEN COMPANY" status? Last I heard, Al Gore is still on their board.
From reading in this forum, I noticed LQMT just got a 20 million Line of Credit. Hence they can hang on for another year at least.
With LM105, perhaps one can argue Apple still own most if not all of the IP since it is nothing but spinoff. However, LQMT and MTRN can control the product release timing.
Does this mean the "leverage" has been shifted back to LQMT and/or MTRN?
One can argue, MTRN is the one who has the ultimate control of this 3 way relationship.
For a few hundred millions of "grease", it will go a long way for this relationship. Do you think Apple would risk this for a few hundred million? This is the cost for all those little start up they bought for the last few years. With lower cost of LM105, those few hundred million can simply be "buried" within the product margin.
Notice a few hundred millions means a dollar a share for LQMT.
See my post on
HOW TO BUY BACK THE SOUL FROM APPLE
HOW TO BUY BACK SOUL FROM APPLE
Perhaps I will start a few thought:
1. Hype the world BERYLLIUM IS BAD and they have found the cure.
2. They have no obligation to share LQ150 with Apple. At a minimum they can delay LQ150.
3. Dare Apple to productize iDevices with BE-Liquid Metal.....hence BE-Gate to follow. Do we think Apple will want to risk this?
First time poster
Short time investor who is still trying to digest where this technology will head.....hence a student of LQMT
Technology aside, ultimately this is about $$$ since this is Investors Hub.
With everything I have read to date, the only (past and future) $$$ is/was from Apple. Everything other non Consumer Electronics related business potential has no practical real world financial reward
Apple was the savior to LQMT and as a result it controls LQMT Lifeline.
LQMT might regret they have sold their soul to Apple but it is a matter of survival.
With all that being said (redundant story to most), most of the debate for the past 48 hours should be
Can this "NON BERYLLIUM" breakthru (once commercialize) buy back the soul from Apple?
What leverage (if any) can this create?
If the answer is NO, then this is "non-news". Unless someone can identify any non Customer Electronic market that justify this $100MM company.
This does not mean I am negative in any way. I am still heavily invested in this company.
I just want to hear from everybody
"HOW APPLE MIGHT BEND AS A RESULT OF THE NON BERYLLIUM BREAKTHRU".
Without Apple cooperation (hence future $$$ contribution), all short term reaction to this news will not sustain in long term