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For those who wonder what is happening to the LK machine JV.
The gentleman working the slides for Lugee in the SWOT analysis is the one in charge.
Those attended OH would recognize him.
Lugee Li SWOT Analysis; Dilemma <=> Opportunity of the Outside World
For those who does not know what SWOT is
https://en.wikipedia.org/wiki/SWOT_analysis
Lugee Li was appointed as professor of
State "Key Laboratory of New Metal Materials"
of Beijing University of Science and Technology.
http://translate.google.com/translate?hl=en&sl=auto&tl=en&u=http%3A%2F%2Fwww.e-ande.com%2Fnewsdetail.php%3Fsid%3D13%26id%3D26&sandbox=1
ZTE tier one
Huawei tier two
OnePlus 7
Sell in USA
Pop up camera
One Plus is little brother company of Oppo and VIVO
Oppo was first adopter of BMG camera
Eon NPO was to fund the capacity buildout to “medium” size not the “mega” size capacity.
There’s the “egg”.
Do you believe li’s golden path to commercialization is still intact?
YiHao Metal (LQMT partner) MIM capacity
Who is YiHao?
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=147248172&txt2find=yihao
http://www.yihaometal.com/?p=9395
Check out slide 12. I took the liberty to do a graphic translation. This is Fruit Company iPhone 5.
Government railroad expansion crossed over to Eontec factory location.
ASUS is a Chinese company. Source documents are written in Chinese. Anything not natively written in English will go thru translator.
Since Chinese language cannot differentiate CocaCola from Coca Cola to Coca-Cola, any language translation can interpret it in any way.
https://www.coca-colacompany.com/packages/brands.
With that being said, here's the public presentation of ASUS in ENGLISH.
https://cn.engadget.com/2019/05/16/asus-zenfone-6-flip-camera-hands-on-release-date-price/#gallery=1043347&slide=7579715&index=28
LIQUID METAL is consistently being presented here with no trademark tag.
Below is a detail presentation of the "flip camera" module. One can see clearly why BMG is required.
https://cn.engadget.com/2019/05/16/asus-zenfone-6-flip-camera-hands-on-release-date-price/#gallery=1043343&slide=7579677&index=11
"liquid metal" has been loosely used in China for last 10 years (including Lugee's maze). One of the reason for LQMT investment is for BRAND. BRAND ownership (via LQMT) is to fend off all other Chinese competition.
One can see ProMetalTech minimize "liquid metal" usage.
http://www.prometaltech.com
I do anticipate LQMT will go after ASUS for branding infringement (unless ASUS is their customer).
LQMT can care less about Kang. Setting a lawsuit example is an indirect way to secure "branding" revenue from all the "whales".
Follow the machines.
That is $40M USD investment in liquidmetal infrastructure.
That is very good news.
Liquid metal mobile phones, Huawei and iphone who will win?
We hope Corporate is not focus to defend against SA articles or iHOP/Yahoo posts.
Action (or not) will speak for itself.
Always follow disclosure
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions
“within the next 72 hours”
Their opinion might alter after 72 hours.
I have not seen any media coverage yet.
Eontec 2018 Annual Results Presentation
All questions and answers
Moderator 2019-04-10 17:00:56
Dear guests and investors, the 2018 annual performance briefing session of Eontec ended here. This event was enthusiastically participated by the investors. At the same time, the guests of the company gave serious answers to the questions of investors. thank! Our communication channels with investors are always open. We welcome investors to continue daily communication with company executives through the platform's “online real-time questioning”.
Thank you again for your enthusiasm! Goodbye!
137****6982 asked general manager Yang Jiedan 2019-04-10 16:52:38
What is the estimated business volume of the business companies in the field of folding mobile phones, and what is the market expected next year? Thank you
130****6609 asked the financial controller Li Wenping 2019-04-10 15:19:35
1, the original nature of the company is that foreign capital is now state-owned, and it should be no problem to enter the military. 2. From the annual report, the balance of the funds for the three fundraising projects is only 1 million, 2 million, and 900,000. The annual report p33 is why?
2019-04-10 16:49:26 Chief Financial Officer Li Wenping
Hello! Thank you for your interest in the company. The unused funds raised are 232,895,636.10 yuan, of which the amount of bank wealth management products for cash management is 224,000,000.00 yuan, and the bank's seven-day notice deposit for cash management is 5,000,000.00 yuan. The remaining funds are deposited in the special fundraising account. Thank you!
180****7352 asks the secretary of the board Zhang Chunlian 2019-04-10 16:39:36
Other listed companies often disclose major contracts. The company does not say anything about business contracts (not a non-signing confidentiality agreement contract), can you disclose some contracts or strategic cooperation agreements, let our minority shareholders know more about the company's business development?
2019-04-10 16:48:38 Secretary of the Board Zhang Chunlian
Hello! Thank you for your interest in the company. The company's sales model is based on the order production direct sales model, and the single order amount does not reach the disclosure standard. If the disclosure standard is reached, the company will disclose it in time. Thank you!
130****6609 asked the financial director Li Wenping 2019-04-10 15:46:37
In the annual report p33 fundraising instructions, the balance of the three projects is more than 1 million yuan; more than 1 million yuan; more than 800,000 yuan, the serious deviation between the progress and the fund balance is why? The company is now a state-owned company that has entered the production and research and development of military products should be no problem, right?
2019-04-10 16:47:58 Finance Director Li Wenping
Hello! Thank you for your interest in the company. The unused funds raised are 232,895,636.10 yuan, of which the amount of bank wealth management products for cash management is 224,000,000.00 yuan, and the bank's seven-day notice deposit for cash management is 5,000,000.00 yuan. The remaining funds are deposited in the special fundraising account. Thank you!
135****2343 asked general manager Yang Jiedan 2019-04-10 15:34:49
I would like to ask: The company's medical industry is not familiar with the various rules and regulations, have you ever thought of cooperating with strong companies?
2019-04-10 16:47:24General Manager Yang Jiedan
Hello, thank you for your interest in the company. The company is a company with core competitiveness in the field of biomedical materials. It is the chairman unit of the medical magnesium alloy industry technology innovation alliance. It is a pioneer in the development of industry standards, clinical and industrialization, and research in biodegradable medical magnesium alloys. With strong industrialization capabilities, it has a strong scientific research cluster advantage and strong industry influence. In order to facilitate the CE certification of the company's medical device products and ISO13485 medical device quality management system certification, the new medical device division is added on the basis of the original organizational structure of the company, thank you!
135****2343 asked the Secretary of the Board Zhang Chunlian 2019-04-10 15:57:50
I would like to ask: Does the company and the US General Motors cooperate with the lightweight magnesium alloy car door? Is the second T2000 press in Wuhu installed?
2019-04-10 16:40:49 Secretary of the Board Zhang Chunlian
Hello! Thank you for your interest in the company. The company's cooperation with GM continues. The first 4200T die casting machine in Chaoan, Yihai, has been put into production, and the second 4200T die casting machine supplier is arranging transportation. Thank you!
135****2343 asked general manager Yang Jiedan 2019-04-05 13:55:56
Honestly, in the past three years, if you did not put into the company's performance, a mess (Opute's 18-year net profit of 22 million). Yiwu Metal lost 21 million in 18 years and 6 million in Liaoning Jinyan. The legal representative Li Weirong should step down. The company and the GM cooperation car door did not progress, the development of 12-year magnesium nails this year only to declare innovative channels, domestic Taiwan magnesium nails will also apply to the mainland this year. The company is strongly urged to cooperate with Op.
2019-04-10 16:27:01General Manager Yang Jiedan
Hello, in 2018, the management of the company built a scientific and advanced management system and platform in accordance with the main business plan, and continued to deepen the main business and move forward. Facing the good development opportunities of new energy vehicles, liquid metal, 5G, robotics and intelligent manufacturing industries, the company adheres to the strategic thinking based on innovation, market demand, technology as the core and quality as the foundation. The company's layout in the new materials industry enhances the company's comprehensive competitiveness in the field of new materials. Benefiting from the expansion of industry market demand and the company's effective measures, the company's operating performance has grown steadily. In 2018, the company achieved operating income of RMB 985,038,800, an increase of 21.59% compared with the same period of the previous year; net profit attributable to shareholders of listed companies. It was 5,420,290 yuan, an increase of 65.45% compared with the same period of the previous year. Thank you!
132****4868 asked the Secretary of the Board Zhang Chunlian 2019-04-10 16:12:56
Tesla has set up a factory in Shanghai. Has the company's related business progressed, and what is the company's technical reserve for intelligent and light-weight vehicles?
2019-04-10 16:25:53 Secretary of the Board Zhang Chunlian
Hello! Thank you for your interest in the company. Tesla's construction in Shanghai is conducive to the company's broader cooperation with Tesla and is conducive to the expansion of the company's new energy vehicle business. With the gradual commissioning of the investment project of the company's Chaohu Yi'an Yunhai light alloy precision die-casting production base, the company's automotive product production capacity will be greatly enhanced, and the company's automotive product technology reserves can fully meet the company's production needs. Thank you!
138****0230 asked general manager Yang Jiedan 2019-04-10 15:21:35
Your company said on the interactive platform that the liquid metal business is expected to turn a profit this year, but the forecast for the quarterly report is still not improving. Can you explain the basis for turning losses into profit this year? Thank you!
2019-04-10 16:21:01 General Manager Yang Jiedan
Hello! Thank you for your interest in the company. The company's net profit attributable to shareholders of listed companies in the first quarter of 2019 was 6,130,200 yuan - 7,407,700 yuan, an increase of 100% -130% over the same period, thank you!
135****2343 asked general manager Yang Jiedan 2019-04-10 15:29:54
To be honest: the net profit of the last three years is hard to see if you don't have OPT's annual report. In 18 years, the net profit of Optel was 22 million yuan, and Yiwu Metal and Liaoning Jinyan lost losses for the management.
2019-04-10 16:18:20 General Manager Yang Jiedan
Hello, thank you for your interest in the company. In 2018, the company's management team built a scientific and advanced management system and platform in accordance with the main business plans formulated, and continued to deepen the main business and move forward. Facing the good development opportunities of new energy vehicles, liquid metal, 5G, robotics and intelligent manufacturing industries, the company adheres to the strategic thinking based on innovation, market demand, technology as the core and quality as the foundation. The company's layout in the new materials industry enhances the company's comprehensive competitiveness in the field of new materials. Benefiting from the expansion of industry market demand and the company's effective measures, the company's operating performance has grown steadily. In 2018, the company achieved operating income of RMB 985,038,800, an increase of 21.59% compared with the same period of the previous year; net profit attributable to shareholders of listed companies. It was 5,420,290 yuan, an increase of 65.45% compared with the same period of the previous year. Thank you!
138****0230 asked the financial director Li Wenping 2019-04-10 15:30:11
The doubled in the first quarter of 19 years and the high profit in the first quarter of the 17th year, to be honest, lower than our expectations, can not be compared with the first quarter of 18 years, what is the reason for the confidence that the liquid metal business turned around this year?
2019-04-10 16:18:13 Chief Financial Officer Li Wenping
Hello! Thank you for your interest in the company. The company's net profit attributable to shareholders of listed companies in the first quarter of 2019 was 6,130,200 yuan - 7,407,700 yuan, an increase of 100% -130% over the same period, thank you!
138****0230 asked the financial director Li Wenping 2019-04-10 15:26:58
In the first quarter of 19, the growth rate doubled and the profit in the first quarter of 17 years was not high. To be honest, it was lower than our expectation. It could not be compared with the first quarter of 18 years. What is the reason for this confidence? This year, the liquid metal business turned around this year.
2019-04-10 16:17:32 Chief Financial Officer Li Wenping
Hello! Thank you for your interest in the company. The company's net profit attributable to shareholders of listed companies in the first quarter of 2019 was 6,130,200 yuan - 7,407,700 yuan, an increase of 100% -130% over the same period, thank you!
150****2666 asked the Secretary of the Board Zhang Chunlian 2019-04-10 15:14:44
How is the award-winning magnesium alloy door promoted in the automotive industry? Is there a cost factor? Is it difficult to promote?
2019-04-10 16:13:35 Secretary of the Board Zhang Chunlian
Hello! Thank you for your interest in the company. At present, automobile brand manufacturers are very interested in the weight reduction of magnesium alloy doors, mainly because the safety of automobiles is very important. In the early stage of research and experiment, the time will be longer, and it will take some time for promotion to promote mass production. Thank you!
138****0230 asked the financial director Li Wenping 2019-04-10 15:35:53
How about the development of Yi'an Yunhai business? When can I start to make a profit? What is the future profit margin target? Thank you!
2019-04-10 16:13:34 Chief Financial Officer Li Wenping
Hello! Thank you for your interest in the company. In response to market demand, the company stepped up the implementation of equipment customization, installation and commissioning, personnel recruitment training and other arrangements to accelerate the first phase of the Yi'an Yunhai light alloy precision die-casting production base project and its related supporting production process. Please refer to the relevant contents of the full text of the 2018 report disclosed in Yi'an Yunhai. Thank you!
138****0230 asked the financial director Li Wenping 2019-04-10 15:33:57
What is the gross profit margin of the liquid metal business? Will the future change?
2019-04-10 16:12:31 Chief Financial Officer Li Wenping
Hello! Thank you for your interest in the company. Please pay attention to the company's periodic report, the future gross profit of the liquid metal business will fluctuate with the market competition, thank you!
138****0230 asked the financial director Li Wenping 2019-04-10 11:21:56
How about the development of Yi'an Yunhai business? When can I start to make a profit? What is the future profit margin target? Thank you!
2019-04-10 16:11:50 Finance Director Li Wenping
Hello! Thank you for your interest in the company. In response to market demand, the company stepped up the implementation of equipment customization, installation and commissioning, personnel recruitment training and other arrangements to accelerate the first phase of the Yi'an Yunhai light alloy precision die-casting production base project and its related supporting production process. Please refer to the relevant contents of the full text of the 2018 report disclosed in Yi'an Yunhai. Thank you!
150****2666 asked general manager Yang Jiedan 2019-04-10 15:22:45
At what level is the cooperation with ABB robots? Is it just providing materials?
2019-04-10 16:10:43 General Manager Yang Jiedan
Hello, in 2018, the company is actively developing cooperation with well-known companies such as ABB to develop and apply industrial robots to enhance the company's market share and comprehensive competitiveness in response to the vigorous development of the machine intelligent manufacturing industry and China's historical opportunity to enter the industry 4.0. . Thank you!
188****3351 asks the secretary of the board Zhang Chunlian 2019-04-10 15:20:05
Hello, Secretary, please ask all the materials required for the magnesium nails have been provided, the time limit for approval has been exceeded, why is it late to be approved, what are the reasons? At what point is it currently stuck?
2019-04-10 16:09:36 Secretary of the Board Zhang Chunlian
Hello! Thank you for your interest in the company. The company's biodegradable medical magnesium nails are under review by the State Drug Administration. The company has supplemented the relevant information of the judge's verbal requirements. The company's project team has been actively following up on the progress, and we hope to get the results of the review as soon as possible. Thank you!
132****4868 asked Dong Chun Zhang Chunlian 2019-04-10 15:34:02
1. Is the approval of the magnesium bone nails long before the progress is yellow? 2 Please introduce the relevant cooperation of the controlling shareholder of Zhuzhou State-owned Assets, and 3 the impact of land acquisition and demolition work on the production and operation of the Qingxi section of the construction of the new Zhangzhou-Shenzhen Railway Passenger Dedicated Line.
2019-04-10 16:09:02 Secretary of the Board Zhang Chunlian
Hello! Thank you for your interest in the company. 1. The company's biodegradable medical magnesium nails are under review by the State Drug Administration. The company has supplemented the relevant information requested by the judges. The company's project team has been actively following up on the progress, and we hope to get the results of the review as soon as possible. 2. The cooperation between the company and Zhuzhou related enterprises is being negotiated and promoted. 3. Up to now, the Shenzhen-Shenzhen high-speed railway has not had a major impact on the company's production. The demolition evaluation plan has not yet been finalized, and the formal compensation agreement has not yet been signed. The company will closely follow the progress of demolition and timely fulfill relevant information disclosure obligations, and investors are advised to pay attention to investment risks. Thank you!
135****2343 asked general manager Yang Jiedan 2019-04-10 15:29:54
To be honest: the net profit of the last three years is hard to see if you don't have OPT's annual report. In 18 years, the net profit of Optel was 22 million yuan, and Yiwu Metal and Liaoning Jinyan lost losses for the management.
2019-04-10 16:18:20 General Manager Yang Jiedan
Hello, thank you for your interest in the company. In 2018, the company's management team built a scientific and advanced management system and platform in accordance with the main business plans.
http://rs.p5w.net/html/91807.shtml
Plenty of whale hints there.
It is same as Lugee has shown in China.
One can follow up with what Bruce is going to show next week in China.
Google translate error
Should be
This reporting period:
Profit: 6.1302 million yuan - 7.047 million yuan
Increase over the same period last year: 100% - 130%
Last year same period:
Profit: 3.0651 million yuan
Eontec Q1 Earnings preview
Stock code: 300328
Securities abbreviation: Eontec
Announcement No.: 2019-026
Eontec., Ltd.
2019 first quarter results forecast
The Company and all members of the Board of Directors guarantee the truthfulness, accuracy and completeness of the information disclosure, and there are no false records, misleading statements or major omissions.
A. Estimated performance of the current period
(1) Performance forecast period: January 1, 2019, March 31, 2019
(2) Expected performance: rising in the same direction
(3) Performance forecast form:
Project:
Net profit attributable to shareholders of listed companies
This reporting period:
Profit: 61.302 million yuan - 70.47 million yuan
Increase over the same period last year: 100% - 130%
Last year same period:
Profit: 306.51 million yuan
B. the performance forecast audit situation
This performance forecast has not been audited by a certified public accountant.
C. Reasons for changes in performance
(1) From January to March 2019, the company actively explored the market and increased sales, and its operating revenue increased by more than 50%.
(II) From January to March 2019, the impact of non-recurring gains and losses on net profit is estimated to be RMB 0.71 million, compared with RMB 0.99 million in the same period last year.
D. Other relevant instructions
(1) Performance forecast is the result of preliminary calculations by the financial department of the company and has not been audited by the auditing organization.
(2) The specific financial data of the first quarter of 2019 will be disclosed in the company's first quarterly report for 2019. Investors are advised to make careful decisions and pay attention to investment risks.
Special announcement.
Eontec, Ltd.
Board of Directors
April 9, 2019
http://static.cninfo.com.cn/finalpage/2019-04-09/1206001213.PDF
Eontec Q&A
Question:
Will the camera module and other brackets in Huawei P30 series be provided by the company?
thank you
Answer:
Hello! Thank you for your interest in the company. The company has provided Huawei P30 series camera module bracket.
Thank you!
PLA is not effective until 11/2016
CIP cookie jar closed on 02/2016.
Apple ROFR expired on 02/2018.
Anything Eon “filed” before 02/2016 and “granted” within the window of “11/2016 till 02/2018” is isolated by CE exclusion clause within PLA.
Anything Eon and/or LQMT “filed” after 02/2016 is outside of CIP but can be “outbid” by Apple if it is sold.
Anything Eon and/or LQMT “filed” after 02/2018 is outside of Apple reach forever.
CIP cookie jar closed on 02/2016
This one is filed on 06/2016
LF only has 25 employees.
LinkedIn data reflects past and present employees.
Based on the answers you received, what is your take on 106c and it adhering to the PLA with respect to when it was actually created? IE; the PLA is only for date of signature alloys and beyond, no?
Was/is LM106c an existing allow that skips the PLA?
Where's the Beef?
I must be envy of your track record in penny stock then.
or
May I recommend you a stress meter.
https://spirehealth.com/pages/stone
Asking for guarantee payout is kinda hard for penny stock.
Dont invest in money you cannot afford to lose.
When one ask for direction, you typically will get an answer.
When one ask where's the beef, you typically will be ignored.
This is internet....You can choose to verify or believe/not
Stupid is Watt Stupid Does
There are both logical and legal ways of iHopper to verify the validity of these info.
Little DD will not hurt.
when you say these are responses from LQMT I’m assuming it is LQMT Hong Kong correct?
Definition of "co-development of alloys with Eon under the license agreement"
"106c can be used would fall under these efforts."
5.1. Technology Development. The Parties will work together to jointly improve and further develop the Technologies for a period of five (5) years (“Joint Development Period”). The scope and nature of such joint efforts, and the respective responsibilities of the parties in connection therewith, will be set forth in one or more mutually agreeable development agreements or other similar agreements to be entered into by the Parties (“Development Agreements”).
5.2. Improvements and Derivatives. Unless otherwise specified in the applicable Development Agreement, all improvements and further developments of the Technologies by the parties during the Joint Development Period (“Derivative Technologies”) will be owned and licensed as follows: (i) technologies developed solely by one party will be owned by that party, but shall be included as a Licensed Patent or Licensed Technical Information (as the case may be) hereunder, and (ii) technologies developed jointly by the Parties will be jointly owned by the Parties but shall be included as a Licensed Patent or Licensed Technical Information (as the case may be) hereunder. Notwithstanding the foregoing, all derivatives of a party’s Trademarks shall be owned exclusively by that party.
Here's link for Eon 10K
https://pdf.dfcfw.com/pdf/H2_AN201904011312498576_1.pdf
Need to use "document translator".
LQMT response on Alloy Clarification. This will be the last time I addressed this topic.
April 20th 2018
Can u share with us why DC-105s and INJ-105s are removed off Table 1 on this latest revision of design guide?
We found that 106c and 105s perform comparably and have decided to standardize on a single alloy for the EON system. EON also uses 106c as their primary alloy, allowing us to collaborate on quality and cost improvements.
The LM105, 105c and 106c alloy formulations are not protected by patents specifically. However, all of these formulations are made within tightly controlled and proprietary specifications. For example, all constituent metals have impurities such as iron, sulphur or tin, and these alloys are highly reactive with oxygen. We invest heavily to understand which impurities at what levels can be tolerated by our process. Achieving very high purity is extremely expensive, but allowing certain levels of impurities can compromise surface finish, the ability to completely fill a mold, strength, fatigue, corrosion, etc. Knowing how to specify cost-effective, high performing alloys is part of our core intellectual property. Comprehensive analysis of various alloys is time consuming and expensive. Hence, our decision to focus on only two standard alloys, namely LM105 and 106c.
This would be correct.
Correct.
While not patented, the chemical composition/ specifications is shared under the spirit of the Parallel License Agreement.
None are under patent control, but that doesn’t mean the material specifications are public or otherwise known outside of LQMT.
We have previously disclosed our co-development of alloys with Eon under the license agreement. Lowering the cost and expanding the production platforms under which LM105 can be used would fall under these efforts.
We have previously disclosed our co-development of alloys with Eon under the license agreement. Lowering the cost and expanding the production platforms under which 105s (to the extent utilized) and 106c can be used would fall under these efforts.
We have previously disclosed our co-development of alloys with Eon under the license agreement. Lowering the cost and expanding the production platforms under which 105s (to the extent utilized) and 106c can be used would fall under these efforts.
We currently only view at an application level. Given size parameters under the two platforms (and alloy characteristics) we look at LM 105 on the Engel platform as the best fit for medical grade parts and 106c on Eon for industrial and automotive applications.
Each alloy is used under a different platform. As you can deduce from the design guide, LM105 is used on the Engel platform and 106c on the Eon platform.
EON Systems Advance
We are also quoting more business on our EON systems, which are fully upgraded for US operations with increased robotics and automated lubrication systems. Part quality is excellent. This lower cost system was initially targeted for price-sensitive industrial parts, but it is proving to be suitable for demanding medical and automotive applications.
We continue to drive ongoing projects that are progressing to domestic production, but we have increased our focus on developing EON-based projects. Our ability to develop parts in the US, and produce in China, is very attractive for customers that require very high production volumes.
Liquidmetal and Yihao are working together to improve the cost of commercial AMM machines, alloys and processing methods to open markets globally.
Work continues with EON affiliate Yihao Metals to develop parts for large international customers. This work leverages our shared amorphous metal technology to support customer design and qualification efforts domestically while able to rapidly scale production in the US and China.
Perhaps you can search my post and remind me which one.
iHOP does great job storing all historic posts.
Didn't Eon make a statement a couple months ago about material information that may substantially impact the share price?
Word on the street the Eon 10K Date has now moved up to 4/2
LM106 which, unless I am mistaken, is mostly an Eon effort