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Links were provided for proof. enjoy.
Oh yeah, I forgot to add one HUGE thing: regarding Tony Chung’s new stock options of $2,500,000 will be fully vested on 10/7/2021---TESLA's EARNINGS RELEASE DATE IS>>>> 10/7/2021!!!!
LINK: https://www.tesla.com/2021shareholdermeeting
TESLA CONNECTION: Sometimes it helps to have a timeline of Liquidmetal events. These are the LQMT/EONTEC events that fit Tesla being our WHALE. When laid out in order, they really make more sense! Reference/links are included at the end and correspond with the letters in parenthesis at the beginning of each paragraph. I kept, some of my other research links in this document--please disregard those links as they are ones that I have been following for a possible Apple connection.
TESLA/CATL Timeline—from Liquidmetal notes:
(BB) 08/27/2019 Chinese power battery behemoth Contemporary Amperex Technology will join with three partners to co-invest CNY2 billion (USD280 million) to jointly develop a magnesium alloy project to achieve further lightening of new energy vehicle materials. A joint venture company will be set up to take charge of the project's implementation, and the trio have already penned a corresponding investment framework agreement, Guangdong-based Dongguan Eontec, one of the partners, said in a statement yesterday. Ningde, Fujian province-based CATL, Dongguan Eontec, which has the technology to process magnesium alloy, Fujian-based Sanxiang Advanced Materials, a firm with magnesium resources in Ningde and the technology to process the element, and auto parts processor Jiangsu Vansun Group, or their subsidiaries, will contribute 30 percent, 25 percent, 25 percent and 20 percent of the investment, respectively, to form the JV firm in the port city of Ningde.
(AA) 02/05/2020 Eutectix and Liquidmetal Technologies enter into Manufacturing Partnership. Eutectix has significant experience in the battery industry. Eutectix, LLC manufactures and processes metal alloys and battery electrodes at its facilities in Troy Michigan. Its custom alloys are used as additives for manufacturing high tolerance specialty alloys and for hydrogen storage, battery, and magnet applications. Eutectix LLC was founded in 2014 by Dr. John de Neufville, CEO, Dr. Henry Lee, Interim COO, Thomas Smith, CFO, and Robert Russotti. All four founders of Eutectix worked together at Voltaix, Inc., a leading manufacturer of gases and chemicals for the photovoltaic and semiconductor industries. De Neufville, Lee and Russotti were formerly employed by Energy Conversion Devices which was the original parent, via its Ovonic Battery Company subsidiary, of the Great Western Troy operations. They founded Voltaix in 1986. The Chief Executive Officer of Eutectix, John de Neufville, was formerly a Vice President and Director of Energy Conversion Devices, Inc., the Chief Executive Officer of the Ovonic Battery Company and the Chief Executive Officer and Principal Scientist of Voltaix, Inc. This is one hell of a battery connection.
(R) 03/06/2020 Yihao (yi’an/Eontoec) and Sanxiang Zirconium (Sanxiang Advanced Materials—FJSX) sign the “Amorphous Alloy (Liquidmetal) Project Cooperation Investment Agreement”. This document was signed by Lugee Li, COB for liquidmetal. $100,000,000 yuan as invested—60% Sanxiang/40% Yi’an Tech (Yihao) In order to give full play to their respective advantages and strengths, enhance the ability of industrial chain integration, and further expand and strengthen the liquid metal industry, on March 6, 2020, The company and Ningde Sanxiang zirconium magnesium industry equity investment partnership (limited partnership) (hereinafter referred to as "Sanxiang zirconium magnesium") signed the cooperation investment agreement on amorphous alloy (liquid metal) project with the industrial fund established by Sanxiang New Material Co., Ltd. with registered capital of RMB 100 million, Sanxiang zirconium magnesium and the company jointly invest in the amorphous alloy (liquid metal) project with a ratio of 60%: 40%, and the implementation subject is Ningde Sanxiang, which is jointly established by both parties. (see entry (T) about Ningde Sanxiang paying Yihao Metals for patent/technology license)
(S)On March 10, 2020, Ningde Sanxiang (jointly owned by Yihao/Eontec and Sanxiang) completed the industrial and commercial registration.
(T) 03/17/2020 Yi'an technology, Dongguan Yihao Metal Materials Technology Co., Ltd. (hereinafter referred to as "Yihao metal") and Ningde Sanxiang (Sanxiang Advanced Materials—FJSX) jointly signed the "amorphous alloy (liquid metal) technology license agreement", which agreed that Yi'an technology and Yihao metal would license the patents and proprietary technologies related to amorphous alloy (liquid metal) owned and had the right to use to Ningde Sanxiang, Ningde Sanxiang paid 40 million yuan (including 23 million yuan to Yi'an technology and 17 million yuan to Yihao metal) to Yian technology and Yihao metal. As of the end of the report period, Yian technology and Yihao metal have respectively received the first phase of technology license fees.
(U) 4/8/2020 Yihao and Ningde Sanxiang (Nigde jointly owned by jointly signed the "Equipment Sales Contract". Ningde Sanxiang agreed to purchase 10 units and two from Yian Technology. Various types and specifications of liquid metal machinery and equipment, with a total amount of RMB 30.8 million.
(W) 08/26/2020 China`s leading amorphous alloy material manufacturer (FJSX—Sanxiang Advanced Materials) and CATL will jointly develop magnesium alloy precision shell structures for lithium batteries. Key wording: china’s leading amorphous alloy material manufacturer---will jointly develop magnesium alloy shell structures for lithium batteries. TESLA—4680.
(X) 09/xx/2020 Liquid metal financial statements show that they significantly invested in corporate bond debt securities. They increased their debt securities position to nearly $24,000,000. Previously the majority of this new investment in debt securities was held as cash on their financial statement. In fact, compared to the Q2/2020 financials, total debt securities (long and short term) increased by 157% in Q3/2020. This is even more interesting when you see that total debt securities actually DECREASED by 9% in Q1 compared to the previous financials, and DECREASED BY 11% in Q2/2020 compared to the Q1/2020 financials. It is obvious that Liquidmetal invested in something…especially since they were content to sit on the majority of their cash position for so many years. What did they invest in? The precision shell structures for lithium batteries—See R, S, T, U, V, and W. Debt securities are similar to a loan to another entity. Liquidmetal gave another entity cash, in exchange for a debt security position—in a big way. Essentially Liquidmetal took their strong cash position, and invested it into another corporation. Why—working capital (materials and/or equipment) to support a VERY large sale. TESLA
(Q) 12/24/2020 Bromage hints: The upside is tremendous: a single project can make a company. Liquidmetal’s market potential is large within our target markets.
(F): 01/15/2021 Bruce Bromage and Bryce Van signed new Confidentiality, Non-Solicitation, and Invention Assignment Agreement, dated January 15, 2021. (Other employees probably signed them as well—however we found out about these as they were mentioned in the terms of their resignations.) Normally these are signed upon hiring and updated on your work anniversary or employment contract renewal dates—which are both in November (if memory serves me right). Why were these updated mid term? An Apple requirement? The timing of the selling of previous suppliers (F) and these new confidentiality agreements makes sense.
(Y) 02/12/2021 Liquidmetal Technology LTD formed
(M) 5/18/2021 Liquidmetal Expansion Initiated: In order to meet the increasing demand of customers for liquid metal materials on May 18, 2021, the Yihao’s (Eontec) 2020 annual general meeting of shareholders reviewed and approved and agreed to terminate the "Amorphous Alloy (Liquid Metal) R&D Center Construction Project", and at the same time implement the "Amorphous Alloy (Liquid Metal) Precision Structural Part Industrialization Expansion Project". The initial investment for this project was RMB 105,741,513.
(B): 6/29/2021 Eontec/Yihao set up a $30,000,000 forex for US Dollar exchange rate fluctuations. I am unsure if the $30,000,000 would be the total sales amount, or the amount of risk just in the exchange rate fluctuation. Both are significant… Let’s see if the math works for Tesla. Let’s assume that Tesla makes 500,000 new cars with liquidmetal technology in the 12 months. Each car (if using the new 4680 shell) will use 960 individual cells. So that would be 480,000,000 cells. Yup, the math works…If we assume only $3 per cell, that would be $1,440,000,000. $30,000,000 would represent roughly 2%.
(K) On 7/9/2021, Lugee Li then appoints Tony Chung as CEO—with a salary, and a unique stock option plan that rewards him for getting LQMT on nasdaq and for the stock being over $1 per share. Keep in mind that Li was previously the CEO and did the work for no pay. Now he is paying Tony for the job, plus stock options. Tony is also offered accelerated vesting and a decent salary. In fact, Tony Chung’s new stock options of $2,500,000 will be fully vested on 10/7/2021. That is one hell of a short vesting period! In total, he will receive $7,500,000 shares of stock options in his new role. Plus, he received a $20,000 signing bonus.
(V) 07/16/2021 Ningde Sanxiang Liquid Metal Technology Co., Ltd., a joint venture between Yihao (eontec) and Sanxiang, has opened and is in trial production. The implementation entity is Ningde Sanxiang Liquid Metal Technology Co., Ltd. (hereinafter referred to as "Ningde Sanxiang") jointly established by the two parties.
(I) 07/19/2021 Remember that $30,000,000 exchange rate fluctuation info (item B above) that was dated 6/29/2021? The next month, July 19th, 2021, Yihao (Eontec) was named a “Little Giant” for companies in China that are expected to have hyper growth….AND, the article specifically mentions “structural parts”. Here is a quote about the structural parts: “Amorphous alloy precision structural parts have been mass-produced. With strong technical strength and industry resources, Yihao Metal has become a leader in the industrialization of amorphous alloys. It is the first to realize the industrialization of large industrial-grade amorphous alloys in China.” Remember that the new 4680 battery cell configuration is to become a part of the vehicle frame---"structural part”.
(N) 08/02/2021 Liquidmetal Global Limited incorporated in China. After everything to date, it looks like liquidmetal is going to be the next big thing….bigger than plastic, bigger than steel. So they form a new company called Liquidmetal Global Limited. Why confuse the miracle metal with the operations of Yihao and Eontec—take advantage of the Liquidmetal brand!
(L) 8/30/2021 Bromage and Van resign--but it’s not the typical resignation—as in resign or you’re fired. Instead, it reads more like a pat on the back for a job well done. Get this, they both resign for future dates—and receive accelerated stock options and cash payouts! It seems they (Li, Bromage, Van, Chung, and the entire board of directors) know something we don’t know. The board of directors and Li REWARD Bromage and Van with no outward news of a contract, or any news increased income?!? Come on… Name another time in the history of forever, that a company lets two employees resign for a future date and then rewards them with accelerated stock options and a cash payout. Oh yeah, I forgot to mention: both Bromage and Van’s employment contracts were set to renew in November—just a few months away. Why didn’t Li and the board just wait for the contracts to expire, and not renew them? Why were they rewarded? Why was it allowed for them to stay on after the resignation announcements? Answer: Because they helped land a whale of a contract, Li and the board rewarded them. Bromage and Van know about a whale contract and that the stock price is going to skyrocket and they will never have to work again….ever.
(A) https://investorshub.advfn.com/boards/read_msg.aspx?message_id=162448026
(B) https://www.reddit.com/r/LQMT/comments/oan1ud/what_30_million_whale_will_only_pay_in_us/?utm_source=share&utm_medium=web2x&context=3, https://www.torquenews.com/14093/tesla-18650-2170-and-4680-battery-cell-comparison-basics
(C) https://www.cnbc.com/2021/09/15/iphone-13-poised-to-continue-apples-super-cycle-of-sales.html
(D) https://appleinsider.com/articles/21/02/28/demand-for-iphone-13-could-be-boosted-by-iphone-12-supercycle
(E) https://www.taipeitimes.com/News/biz/archives/2021/02/01/2003751535; https://inf.news/en/economy/aaedc6c6176ea601274dca0fb8d844bc.html; https://www.reuters.com/article/us-catcher-lens-apple-idUSKCN25E18G; https://www.reddit.com/r/LQMT/comments/p9z9ua/apple_changing_cases_for_iphone13_liquidmetal/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
(F) https://liquidmetal.gcs-web.com/node/11671/html#ex_281117.htm Bromage; https://liquidmetal.gcs-web.com/node/11671/html#ex_281118.htm Van
(G) http://static.cninfo.com.cn/finalpage/2021-08-27/1210870360.PDF
(H) https://hitechglitz.com/chinese-electronics-company-luxshare-precision-joins-supply-chain-for-apples-iphone-13-on/
(I) https://www.reddit.com/r/LQMT/comments/osyect/not_123_but_4_usa_whales/
(J) https://www.youtube.com/watch?v=EvGOlAkLSLw&t=1783s
(K) https://www.businesswire.com/news/home/20210903005442/en/Liquidmetal-Technologies-Announces-Further-Changes-to-Management-Structure; https://liquidmetal.gcs-web.com/node/11651/html#ex_262709.htm; https://www.businesswire.com/news/home/20210709005448/en/Liquidmetal-Technologies-Announces-Changes-to-Management-Structure; https://liquidmetal.gcs-web.com/node/11671/html#ex_281117.htm; https://liquidmetal.gcs-web.com/node/11671/html#ex_281118.htm
(L) https://liquidmetal.gcs-web.com/node/11671/html#ex_281117.htm Bromage; https://liquidmetal.gcs-web.com/node/11671/html#ex_281118.htm Van
(M) https://www.reddit.com/r/LQMT/comments/pdvlrl/liquidmetal_expansion_initiated/
(N) https://www.hkcorporationsearch.com/companies/3072737/ ; and https://preview.redd.it/8v9fas085zn71.png?width=376&format=png&auto=webp&s=6f98dfbc0dc7d8d4d7019730985f8b7753a152af ; and https://www.reddit.com/r/LQMT/comments/pprhcb/someone_says_whats_up_with_this/
(O) https://www.reddit.com/r/LQMT/comments/oitgbk/facts_does_matter/; https://tsdr.uspto.gov/documentviewer?caseId=sn88863010&docId=ORC20210530022654#docIndex=0&page=1 ; https://tsdr.uspto.gov/documentviewer?caseId=sn88862972&docId=ORC20210530022653#docIndex=0&page=1 ; https://www.reddit.com/r/LQMT/comments/opkokb/liquidmetal_trademark_status_in_china/
(P) http://static.cninfo.com.cn/finalpage/2021-08-27/1210870360.PDF
(Q) https://liquidmetal.com/market-development-dec-2020/
(R) https://stock.us/stock/sz/300328/guidance/review ; https://www.reddit.com/r/LQMT/comments/oksuvd/heres_business_model_for_all_up_and_coming_cm/
(S) https://stock.us/stock/sz/300328/guidance/review; https://www.reddit.com/r/LQMT/comments/oksuvd/heres_business_model_for_all_up_and_coming_cm/
(T) https://stock.us/stock/sz/300328/guidance/review ; https://www.reddit.com/r/LQMT/comments/oksuvd/heres_business_model_for_all_up_and_coming_cm/
(U) https://www.reddit.com/r/LQMT/comments/oksuvd/heres_business_model_for_all_up_and_coming_cm/
(V) https://www.caishen.co/china-market-data/0916002007982025; https://www.reddit.com/r/LQMT/comments/oksuvd/heres_business_model_for_all_up_and_coming_cm/
(W) http://www.haythink.com/insights/detail.asp?ID=9377
(X) See financial statements
(Y) https://preview.redd.it/zxxhuqo45zn71.png?width=385&format=png&auto=webp&s=e00c299fb3462898a7789f508769bfef63d970f8
(Z) http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fxueqiu.com%2F2361692109%2F142384902; https://www.reddit.com/r/LQMT/comments/pvln6c/china_investor_research_notes_on_eontec_that/
(AA) https://eutectix.com/about/eutectix-news/eutectix-liquid-metal-bmg/
(BB) https://www.yicaiglobal.com/news/catl-to-form-usd280-million-nev-magnesium-alloy-light-materials-jv
Matterhackers
I was replying to what would trigger an 8K since that was your main point. It's impossible to know if Liquidmetal (or any company) can keep news of a large sale quiet or not. However, recent events can make some people think that there is indeed a whale customer--others interpret it differently. I do know that the Eutectix deal was kept quiet prior to a release. The Lugee Li investment was kept quiet prior to a release. The Apple partnership was kept quiet prior to a release. So I personally wouldn't bet against them keeping news of a whale client quiet.
8k trigger events: https://www.cooley.com/resource/triggering-events-for-form-8-k
A whale sale that is a material event and is part of normal operations DOES NOT TRIGGER AN 8k.
This is my understanding based on the info in the link above. Other opinions welcome!
Completely agree!
Camera module
I believe the 13 camera bracket is Liquidmetal
sanxiang advanced materials is a major supplier of zirconium—which is Liquidmetal’s main ingredient. Zirconium represented over 77% of its sales volume in 2020. Sanxiang advanced material’s stock is trading near its yearly high on a steep recent upward trend!!!!!
https://www.marketscreener.com/quote/stock/SANXIANG-ADVANCED-MATERIA-42859382/company/
See link I posted to you
Forbes: based on EEC filings, completely new Apple Watch—GPS, 5G—-> Liquidmetal!!!!:
“Well, if there’s no new Apple Watch SE, the extra codes refer to a different Apple Watch which is exclusively available in GPS + Cellular, just as Stainless Steel and Edition Watches are available currently.
Since we know the code doesn’t refer to metal, it must be some all-new Watch.”
Link: https://www.forbes.com/sites/davidphelan/2021/08/07/apple-watch-series-7-leak-hints-at-stunning-news-apple-watch-pro-apple-watch-se-2/amp/
That’s interesting, I hadn’t noticed that!
Nothing was edited. If you google Liquidmetal’s address then it shows Liquidmetal, you see the search is intuitive.
Here’s your link. This shows that Liquidmetal leased to Matterhackers a PORTION of the property. Liquidmetal has their offices there and owns the building. I believe the even own it debt free!
You should know that Matterhackers is a leader in 3D printing, and that Liquidmetal likely uses them for pre work on the molds. There have been patents specifically about this—using 3D printing to make the reverse images for the molds faster.
Wrong. Liquidmetal owns the building and leases part of it to Matterhackers. This is publicly documented in every quarterly and yearly financial statement since the lease agreement was signed. Try reading any of them while focusing hard on retention. Good luck. I await your deflection.
Trademarks either filed or updated in Europe China and USA—-right before an Apple release. You know how Apple puts the material name on the back of their watch?! You know how every Apple forecaster says the watch series 7 is undergoing a major change to its frame? You know how Liquidmetal is perfect for 5G and doesn’t block the signal? Remember the CEO change and the $30,000,000 exchange rate fluctuation document from Eontec regarding a USA company? Remember that Apple had first right of refusal on the PLA and MTA? Remember how the PLA territories for Eontec and Liquidmetal perfectly match Apple’s operating segments that are responsible for their own supply chains based on their own specific demand? Remember the 10k wording change regarding consumer electronics and Apple in the 2020 fye financials? Remember how Li said they would continue working with Apple? Remember the open house that reps from Liquidmetal implied that is was a proof of concept? Remember how Liquidmetal used the same attorneys Apple uses for infringement lawsuits? Lastly, remember to buy more stock on Monday—your time is running out!
Liquidmetal Technologies Inc
20321 Valencia Cir, Lake Forest, CA 92630
(949) 635-2100
https://goo.gl/maps/opi2duVcG9symED9A
The map clearly show Liquidmetal.
Charts show its ready to pop upward based on so many indicators. Current price is so low! This will double or triple soon!
Nothing in this post is factual.
Exactly
Good pick!
Struck hard and fast, shot up like a volcano with no advanced warning! Looked like it was in a perpetual stall, then bam! Now you can….
Eontec is already a world class manufacturing operation and along with yihao has already been vetted and approved by the likes of vw, Tesla, TRW, Geely, thyssen Krupp, etc. in addition, eontec has partnered with the likes of catl—the two have invested millions together for future projects. Visser wasn’t even in the same ballpark! Visser was no where near eontec in capacity, supply chain, or experience. You seriously can’t compare them and say they are even remotely similar.
You should really read this eontec doc—link below—(and then factor in covid to the timeline) and you’ll be more educated about eontec, the Liquidmetal opportunity, investment by eontec, and the forecast for Liquidmetal going forward. The entire time you read it remember that Liquidmetal has written rights, blessed by Apple, for Europe and North America. It’s called the PLA.
Finally, recall the recent major increase of investments in debt securities 2020 (3Q 2020), the changing of the 10k wording regarding Apple and consumer electronics (4Q 2020), and the $30,000,000 exchange rate fluctuation doc (2021).
Everything I have provided you here is FACT based on real documents directly from eontec or Liquidmetal. They all point to a whale being landed. And the link proves REAL investment into manufacturing capacity with a real timeframe that (due to covid) is current and viable for manufacturing capacity to support a whale.
The whale is Apple (10k wording change, $30M exchange rate doc). The time is now. September is when.
The fact that Lugee ponied up $63,000,000 of his personal money into Liquidmetal is irrefutable too.
The stock price will reflect it soon. This is what the facts (based on real documents, not opinion) say. It’s not a matter of “if” it’s a matter of “when”.
Now for some opinion: Go back and listen to the ashm recording on YouTube. Bromage really stumbled on the Apple question and ended the call IMMEDIATELY afterwards…he was scared he would divulge too much! He was literally stuttering and stammering to answer the question without violating apples NDA requirements.
More opinion: the ceo change is because of Apple too. The company can now support a ceo salary. Li did the same thing with his other companies—he was in charge until they were able to stand alone, then he assigned responsibility to a key person.
Yes the stock price is low now. It won’t be for long. Too many real occurrences backed by real money have happened recently.
Up until now, the manufacturing capacity wasn’t real. Now it is. It is viable now. The flow of money to invest in this level of capacity further validates it.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=129927732
Pin it please!
This post should be tagged permanently. Great info!
Great post! Thank you!
The mention of the huawei hinge during the ASHM was not in passing. It was brought up several times and reiterated as well at the closing of the call. Also, you should know that the ASHM has been recorded and is on youtube, so it IS verifiable. You should listen to it and update your post.
1: There are several different formulas--would be great to know which one, there are also patents covering a very large list of other nonlisted formulas.
2: Even if they reverse engineer the formula they would still need the equipment to manufacture, the raw materials, and the capacity, thus the Eontec PLA comes into play for revenue for lqmt.
3: No clue, trust the patent portfolio.
4: Apple will still have to pay for the manufacturing. The EPV-HPDC process is the least cost method. The royalty, I don't think they have to pay IF the material/process is inside CIP. If it's outside of CIP, then I think it is fair game.
Just my thoughts...hit me up on the other sites to discuss further. The negativity here limits my posts.
Can’t get any clearer than that! 90 days.
$30,000,000 USD paying customer.