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(More like ....grow someone else's wallet but possibly not general shareholders, tbd)
Reasons not to have "blind" faith and hope in this company:
- very slow and not concerned about it
- top heavy with low vol. producers (last 2 years)
- baggage ( still shedding it and/or keeping it around)
- proven track record of decreasing general shareholder value
- intentionally limits communications (or has little to talk about)
- poor at strategic contract negotiation that could have (had) a constructive impact on shareholder value ( coatings business, AAPL license terms, etc.)
- good at stringing general investors along
- is now saying "this is a young man's stock" (further slap in the face to long term investors from the IPO days
- has knowingly formed agreements with an industry leader knowing that it limited their revenue ( and profit potential ) and may have required them to shut down business
- .... There is more ...
Positives:
- slowing perfecting commercialization and production processes ( steady wins the race)
Ask ourself:
- if the CEO of the company tells an attendee at an ASHM that "this is a young man's stock"; does an investment in this stock support your investment timeline
It sounds good from that perspective, but what if it never happens.
Meaning, do they have any financial incentives not to issue more shares? .... Now or in the future.
It looks like it is starting to grow exponentially.
Ask ourself, is the "payoff" for some people involved in issuing more shares, better or worse, than if they needed or wanted to.
Once again, LM may be "over kill" for common apps.
It sounds like the Kang's are still making off like bandits ( coatings business supporting a thriving industry, e.g. O&G).
If they were able to "steal the show" at ASHM, what's really going on? It sounds like LQMT is trying to secure funding for some basic projects, $100k short or something like that for Vmatter knives.
Steipp better have some good ones in the works if Vmatter is all that is really going on and they still need $100k to finish out their project (according to the recent Vmatter commercial).
Consider this when cutting up vegetables. If a knife isn't tooooo sharp, you can hold a tomato with finger tips, slice it or chop it into smaller pieces, while holding it, over a pan or bowl, without the extra step of using a cutting board, and without cutting yourself ( if not a Vmatter knife), thereby saving steps:
1) having to use a cutting board and having juice run all over
2) having to clean the cutting board and wherever the juice ran
3) use of bandaids because the duller knife is less likely to cut your finger if you slip
Either way, the cook can wear surgical gloves, but with Vmatter knives there is a greater chance of cutting through them.
Who thinks the stock will pop on an earnings beat? (The last CC, the company beat well, but the stock sold off) What are the chances this time!
if this co. told any investor "this is a young man's stock" => whack 'em; beyond rude; or, better yet, vote in a 16 year old to run the company, lol.
Come on down nugt .... C*cc* etf.
That's pretty hilarious that you think someone was fondled at the company headquarters, lol. Such professionalism, lol.
I made a similar mistake with ugld/nugt ( bought too early, then sold when started to drop), but dust is working out.
Would like to hold it for more than a day. What are the chances.
It seems to me that equities in general need to take a breather before a year end run.
Maybe miners could cool off with it, but with more earnings reports coming next week ( and probably some "beats"), what are the chances.
Edelson's calls seem longer term, broad, and not always with specific timeframes.
I put in a request (questions) about their plans to increase share holder value awhile back ( so they have time to prepare a response for CC)...we'll see.
Why couldn't dust get a good run or nugt/gdx deflate ( beyond a day) in anticipation of another run to YE.
Someone commented on "reputation" and that the companies officers should care about it.
Who thinks they don't really care?
The fact that Edelson made a complete 180 degree turn gives me less confidence in what he is saying....now he sees miners as not bottomed when before he did ....
Went to an investor seminar (contrarian economist) and his view ( just another opinion) is that deflation is difficult to come out of and that more may be in store (2014).
But as for equities, there seems to be more consistency in views toward a YE/4Q run ( seasonal ).
I can't figure who to believe on gold these days.
Notice how his board has off and on apologies; but really rooted in the fact that this company doesn't perform well enough for investors/posters to stay focused on the real end all game ..... That THEY (LQMT) should be making investors money.
That's my rant for the day .... Think these guys should go private....get off the circuit if they can't do any better than that.
... And presumptuous.
The reason this company is insulting to me:
- the guys involved know better ( they didn't come from penny stock scum so cannot give them the same pass on that )
- based on their backgrounds, more should be expected from them ( look at their credentials, who they know, and other boards that they are on (Steipp in particular))
- being "uncommunicative" does not work in their favor
It's offensive to me, even if these guys are "nice" to know/talk to (nice personalities, etc.), that they don't seem to care about general shareholder value or even speak to it (very offensive).
I think a reason it is taking sooooo loooonnnnggggg is because they didn't have the right people up front that really understands commercialization (including standards) and instead probably wasted customer prospect time getting this feedback when the customer prospects that they have been dealing with probably expected them to know better because they already are dealing with companies that understand this etc. (standards, etc.)
And what this also means to general investors is that it has been wasting their time also.
Is this new? Not .... But investors pls stop making excuses for this company; expect more!
Plus .... It seems to be a change in sentiment.
Anybody that's been in serious business knows that being ready but no business isn't exactly a recipe for success.
If the company is close to "being ready" why can't they talk "business".
It seems to me that with time, many investors start making "excuses" for LQMT.
The guys hired to drive business sound like they are "soft peddling" things.
After all, all they have to do is produce some freakin' rivets or screws or something like that.
How difficult could be? Absurd that it's taking them this long without explanations coming directly from the company through press releases, etc, that is common practice with publicly held companies.
I think these guys hide for a reason.
Do you believe in capitulation? It seems contrary to how you have been posturing yourself thus far.
Maybe they are "on the cusp" of a break through with so much "carefulness" in getting their process more reliable, etc.
But has been pointed out many times now, their high powered sales/BD group hasn't really produced anything new that they have been able to speak to.
The "canard" ( what an appropriate name, lol), may have been n the works for awhile.
This company and the people at it may be content to survive without growth as long as they keep their positions, e.g. Like a contract house to AAPL for instance, in which case they might be better off as a privately held company.
Even if AAPL keeps them going or some other licensee, just "keeping going" isn't really growing revenues.
It seems odd to me that at one point, e.g. 2005, LQMT was bringing in $8M/ qtr ( one quarter at least ). Was it all CE based?
If it was, then LQMT effectively gave their business away to AAPL for crumbs with "no future revenue benefit" according to them.
It seems that this company can't really support what so many longs would like to see ( sustainable growth in sales and ultimately earnings); even if they come out with some announcements soon ( sounds like they may ), they would need to describe in a press release the "potential" to be taken seriously. If the marked decline in revenues was just to flush out Kang's or what have you ( maybe they took the business with them but when they failed to pay back debt their licenses were revoked or put on hold). If they have "cleaned house" and expect to move forward on a more constructive note, then their "tone" could be stepped up along with more press releases to show marked improvements that so many would like to see. If that doesn't start to happen soon with a pick up in pace then they aren't really progressing to a scale some may think they need to see.
This is a wild card, but if China ( good at getting low prices on commodities and hording them) really wants more gold .... Seems that there are incentives at some point to bring the price down (e.g. By GS JPM, ROC, or whomever) .... Gold for China at a good price, and strong dollar even if temporary.
You don't see it ever happening...that's right, no drop to 1100-/+...should have met you before .... What's their name, lol.
When/if tapering begins, dust could easily double.
Maybe this is last run for Benanke to leave n a good note which would be more stimulus for the markets.
What if the fed were to say "tapering is on hold but is imminent" .... Wouldn't that cause gold to selloff ( just looking for a reverse side to an argument if there is one at this point )
Well...hat was just a guess...it seems like longs are more on the right side for now.
Avoid where ego rules with emphasis is on "appearances" .... LQMT seems good at playing into it.
Maybe the range is 1329 - 1375 ish; a lot of resistance around 1353.
You would "be so sure" or "not be so sure" ?
So you think the talk about gold going to 1100+/- is all smoke?
Do you agree with the import issue as potentially blocking demand or do you think prices will climb higher because of it?
I get that; the point I was trying to make is that there are incentives for lower prices if China is in accumulation mode.