just trying to live an honest life!
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ICCC
Don't get me wrong, I am happy we are falling. I have been trying to add to my position and will have more money in March to position. I hope we continue the slide until then. I have always stated that I have a 2-3 year time frame on LQMT. I truly believe that we will see a lot of interesting developments in the next three years.
I hope I'm right.
Watts,
You can be serious that you're quoting $1.76 per share when he started. What was it worth a week earlier? At least be unbiased.. That $1.76 was because of a HUGE run up in the stock price IMMEDIATELY following the Apple announcement.
The true value of the stock when he was hired was more like $0.12.
Do you guys think it might be a positive that at least we are starting to release press releases more often (at least this month). Could this be the start of a positive trend?
Guys, don't forget we are talking about a technology that has been unproven commercially. There have been few uses of Liquidmetal in the past and some were outright failures. Then you bring in the concept of injection molding an amorphous metal alloy under precise conditions which is also an emerging technology. This stuff takes time.
Liquidmetal probably should not have IPO'd when they did but you can't erase the past. The good news is that we have some very large partnerships that will more than likely implement the alloy in future product iterations once they can be assured that the technology will ship in volume without bottlenecks. We are almost there...
The last thing I want to emphasize is this. At some point, Apple, Samsung and the remaining major technology conglomerates will no longer be able to make devices thinner. Look at the iPhone 5 and all the features it has. It is almost to that point because of the headphone jack and volume buttons. These will either be removed or redesigned in future product launches. Then what more will there be left to improve upon??
Well..
1. The battery (fuel cells)
2. Get a stronger alloy to make it thinner
3. Use less alloy and make it lighter.
Those will be the major drivers of future tech.. How energy efficient, light and durable can we make it? Luckily for us, Liquidmetal solves all these problems. We just don't have the machines ordered for Apple to ship volume. Think about it.. Apple sold more than 2 million iPhone 5 during its first weekend. They cannot afford to screw up that launch!
One analyst predicted Apple could sell more than 170 million in a year. That's a pretty hefty price to pay if you are unable to fulfill orders as they are placed. It is called supply chain management and CEO Tim Cook is literally the best in the world. Hence we need to order machines.
The next iPhone will have the same form factor as the iPhone 5. Therefore, I believe we must wait at least two years for this to be used but per my logic above, we have three VERY compelling reasons why they will. Let me add one more reason, EXCLUSIVITY!
It isn't usable right away is the point. Is Apple going to risk the public relations nightmare of a failed product launch when it is the most anticipated product in the world? THE ANSWER IS NO.
Apple will need two years to build out the infrastructure (machines) to be able to build not only iPhones, but also iPads, iPods, and what I assume may include iMacs and MacBook Pro if within two years we discover how to make Liquidmetal into larger form factors.
It will be in two years at the earliest.
The good news is that we are being handed another buying opportunity. All they need is one major paying customer to start rebranding this business
WRONG!
If Liquidmetal is THAT good, Apple would have used it to brand the entire line. Apple will use the technology but wouldn't waste their time and money to prevent another company from using a superior technology if they didn't intend to do something magical with it.
Furthermore, Apple does not believe in fragmentation. Apple will not fragment the brand. It will be two years before they use Liquidmetal. Hopefully we have a long list of customers by then.
Did anybody else find it odd that Apple just killed the nano watch but then made all of the app icons on the new nano "round" or "circular" in shape? Maybe Apple will release an actual watch with a rounded glass cover and use the round apps for the face
Question #1: What happens in two years if they don't renew the contract?
Question #2: What would happen if Apple comes out with a fuel-cell battery in two years?
I didn't expect LQMT to be used in any consumer electronic devices but I'm curious as to why Apple changed the "watch" nano.. I wonder if they will finally put that international class of jewelry license to good use...
I'm seriously curious.
It old you all months ago that it would be used till the 7th generation. Apple will be able to make the iPhone 25% thinner in 2014 due to the use of Liquidmetal while retaining the strength and may have the fuel cell figured out by then as well. I believe we will see all Apple products manufactured by Liquidmetal at that time. It will be a sea change. I hope we crash for the rest of this year through March..
I may be able to finally finish adding to my position. I am taking on a lot of risk.
http://www.idownloadblog.com/2012/05/02/liquidmetal-inventor-on-apple-plans/
In this article "large scale" production continuously refers to "large and "scale" as dimensional properties as opposed to "manufacturing capacity". I find that interesting.
I would like to emphasize that Apple brings technology to market when APPLE wants to, not when the market wants it to. The only real problem with Apple is that they are on 2 year product cycles and the new cycle starts this Tuesday. Hopefully Apple was ahead of the ball and used their 100 billion dollars wisely and has the infrastructure already built out, but I highly doubt it. If they don't, then they will be building it out during the next two years.
If they do a reverse split, I will be pissed. I would rather have 200,000 shares worth $3 each as opposed to 20,000 shares worth $30. I guess I just feel a larger number for me gives me bigger balls.. LOL
Really though, I would rather watch us earn our way out...
Watts & Jpaige
What does this mean for LQMT if Honhai can just purchase the ingredients and make the alloy themselves? Maybe this is exactly why LQMT will get no further money from Apple. Maybe Apple is obligated to use the name Liquidmetal for marketing purposes due to the commercialization agreement.
After seeing all the new leaks and how thin Apple is able to make electronics, I wonder if they will see how think they can go structurally BEFORE using Liquidmetal as a replacement.
I don't think Apple will use it yet. LQMT just recently announced the tech is stable. Now Apple will start building out their factory for injection molding. This could take two more years. This is why I have a two year plan for Apple. I think we will now start getting other deals by pre-prototyping to specific potential clients I.e. aerospace and medical devices. If we land Apple, watch out.
I have a two year plan for LQMT. I believe Ataken Peker could be right.. Or, he's wrong.
The fuel-cell is the holy grail. If Apple unlocks this technology, watch out.
Harold Lee is Heizenburg. He's our cook.. Haha
Please tell me that you watch Breaking Bad.
I don't pray for Liquidmetal.. I just happen to own A LOT of it. I purchased some at .63 over a year ago. I bought the majority of it at .13. Thank God for dollar cost averaging. If this company turns the ship around, I will be quite well off.
Question for JPaige and everybody else on this board.
If Apple announces they are using an amorphous alloy but doesn't mention Liquidmetal by name, what do you think this will do to our stock? If they say something more along the lines of "we are using a liquid metal alloy to create "blah blah blah", then what will happen?
I am more curious about the immediate effects to our share price and want to know what you guys all think it will take to make this company viable. Clearly we need sales, but who better to give us props than Apple.
Liquidmetal just put out the Freedom of information Act filing that basically makes the information "confidential" for 10 years. I think there is much more to the Apple/Liquidmetal deal than even we know. Who knows what kind of deal they struck but why would Liquidmetal extend the deal if they weren't going to be compensated?
Jpaige,
I don't think Foxconn has the formula for Liquidmetal. Liquidmetal owns the rights to it.
Apple has the IP but that doesn't give Apple the right to share the formula with Foxconn (or does it)? So I would think that even if Foxconn could make Liquidmetal, they would have to pay a royalty of sorts. Please correct me if I'm wrong as I'm just speculating.
Either way, if Apple begins using Liquidmetal, then we should have a huge boost in interest. I pray for this every day.
JPaige. 2 things
1. I love you. ;)
2. Do you think these recent discoveries mean LQMT will in fact be making money off of Apple in light of the confidential filing. I'm thinking Foxconn will have to pay a markup for the alloy.
Watts..
What I want to know is why a company with a distinct name like Liquid Metal Battery, which has been all over the press, would now change their name to something as unmemorable as Ambri...
It's ludicrous.
Just a thought.
There is a lot of speculation that the new iPhone will have a smaller connector cable and that it may feature a MagSafe connector. Then I remembered this patent for a fuel cell utilizing a MagSafe connector. I don't think this patent will be implemented yet but we're getting closer...
http://www.patentlyapple.com/patently-apple/2011/12/the-race-is-on-for-next-generation-fuel-cell-powered-devices.html#more
Something to seriously consider:
If Liquidmetal & Visser are busy buying machines and have stabilized the technology, wouldn't they want to brag about it? I think they would.. So why don't they?
Maybe they are not allowed to due to contractual obligations. These would be non-disclosure agreements. I personally believe that a lot is going on behind the scenes. We may not be privy to the data, but it doesn't mean it isn't happening.
Also, history does not always repeat itself. Watts is always complaining about Steipp but Steipp may be doing what is best for the company by not disclosing what would be in breach of contract. The worst thing that could happen to a struggling company is to piss off the most valuable company in the world who happens to have co-ownership of your patents and intellectual property through a joint owned company ie: crucible.
Liquidmetal has worked tirelessly for over ten years to revolutionize manufacturing. Who cares if it takes another two years as Peker suggested. As long as we aren't forced to dilute, I could care less. Give me a longer window with which to add to my position!
Lets not forget.
Invests are designed to help you meet long term goals. The period one considers is "long term" is up to interpretation.
With that said, all I care about is the growth of LQMT. It would be exciting if it happened tomorrow but I prefer they wait and build it slowly. Once they start announcing, this will fly. Till then, I have other thinks I need to take care of but intend on adding much more in the near future. Therefore, I am enjoying this holding pattern.
For a long time, I have said that Apple wanted Liquidmetal for more than its properties. Apple wants Liquidmetal specifically so that it is counterfeit proof. Samsung can't copy a product if it has no access to the materials used in its manufacture.
Today was sweet justice in court. Apple will start using Liquidmetal sooner than we think. If the alloy is stable and the injection molding machines work, then we are about to witness the large scale buildout of manufacturing facilities. Apple will announce them during a product launch. I wonder if Apple will build their own factories similar to the data Centers they now operate in order to keep the future casings under lock and key. This is not implausible!
The same publication said in late July that low yield rates for in-cell touchscreens expected to be featured in the new iPhone could affect production. This week's "latest rumors" from the Taiwanese news source added that Apple recently redesigned a connector at the bottom of the new iPhone, and that yield rates of the connectors at Foxconn have been low due to insufficient supply of some materials.
Is there possibly Liquidmetal in the connector? What other material would be in low supply for a connector (rubber, copper, aluminum or stainless steel)
They should make Liquidmetal hearing aids.
I live in the outer as well.
I also live in SF. What neighborhood are you in?
I think Apple might make the new Nano out of Liquidmetal because it is a much smaller unit and will be easier to mass produce without risking the overall company in the event of system problems. That would be a smart way of doing a major trial run without the risk...
What do you guys think?
That guy sounds like he should get an education. (sarcasm)
All the pieces are falling nicely into place. If Liquidmetal becomes a household name which it easily could, then this could be a large part of my retirement. I am truly getting excited.
What I find even more interesting is Husky's history.
Founded in 1953 by Robert Schad, Husky started as a small machine shop in a Toronto garage. The company found its niche in specialized moldmaking and quickly developed into a leader in producing innovative, high speed injection molding systems for thinwall containers.
Today Husky Injection Molding Systems is one of the world's leading suppliers of injection molding equipment and services to the global plastics industry. We design and manufacture a broad range of injection molding machines, hot runners, robots, molds and integrated systems.
Husky's Service and Sales network consists of more than 40 offices including Technical Centers supporting customers in over 100 countries. Manufacturing facilities are located in Canada, the United States, Luxembourg, and China.
Husky started out as a small machine shop and found its niche in specialized "mold making" but quickly developed into a leader in producing innovative, high speed injection molding systems. Maybe Visser wants to become the next Husky, only focusing on Liquidmetal alloys. This is really interesting to me because maybe the partnership with Engel was go better understand how the machines can be manufactured. Who knows, maybe someday Visser will start building their own machines.
Hey Watts,
Isn't it possible that Visser Precision Casting is a business like any other and that their focus isn't solely on Liquidmetal but rather on multiple lines of business.
I pulled this directly off of the Husky website. Husky is the world's largest brand name supplier of injection molding equipment and services to the plastics industry. They service the plastics industry. It may be that Visser has a different need for these machines and that Engel is still the partner of Liquidmetal for "amorphous metallic products".
This video almost gave me a boner.. HAHA
Watts, I was not insinuating anything from my post. I think he was caught off guard by the question. All he said was...
1. Visser has placed an order for "a number" of machines. This number could be 2 or more. All we know is it is plural. The only reason I can see that he wouldn't disclose a greater range if in fact it is a much greater number is because of very specific clauses in an NDA which would prohibit that from being disclosed. I am not saying this is or isn't Apple related. I personally don't believe the new phone will contain any LQMT but would be very happy if proven wrong.
2. One reason for a potential lack of availability would be if another large operation were procuring these machines in volume. I don't know how long it takes Engel to build the machines, but what I think it VERY important is that the technology is stable.
Please refer to this article now.
http://www.themoldingblog.com/2012/04/20/liquid-metal-in-the-iphone5/
So it's taken longer than we had hoped, but we're moving along. I think Tom's answers were very calculated. I think he was being very careful with what he was saying. I hope I have until March to add to my position.. Then let her rip..
First question from Conference Call.
Questioner: Hello Tom how're you doing today.
Tom Steipp: Hello, doing well.
Questioner: I wanted to congratulate you on this uh, last quarter. I've been um, watching you guys from a distance for quite a while and it sounds like you're finally turning this ship around. I wanted to ask, how many uh, injection molding machines has Visser contracted to purchase?
Tom Steipp: Uhhh.. You know.. We've Uhhh. made a specific decision not to comment on how many they've uhh,uhh elected to purchase or uhh, when when they'll be here. Uh, you know, part of that is, these are uhh, you know these are uh.. machines which are not yet delivered. So, until we actually get them, uhh you know, we don't want to make that commitment. but it is safe to say, that they've uh, you know they've purchased you know more than one. They've purchased uh, a number of them, or or should I say, put a number of them on order. and uh, we believe that uh, where we are at this point in time, is that uh we're really not impeded by the uh the technology. Um, but certainly having umm, Visser make additional investments in machines is going to be helpful for us. Uh, you know we're continuing to put out more and more prototypes uh and as uh, you know, over the course of the next several of months we would expect some of those to get turned into uh, you know, more traditional production runs and and obviously that's where we want to move the company toward.
Questioner: Can you elaborate upon how long it would take for the uh shipment or delivery of those machines to take place?
Tom Steipp: Uh, I can tell you that they're targeted in this fiscal year, but you know since,you know, this stuff is all relatively new, umm, you know, we're not giving any specifics on when they'll be here. Um, you know, It's all subject to their availability and uh, you know there's, when you haven't bought that many of them there's always question marks. We'll give you an update probably next quarter as to where things are.
Questioner:
Thank you very much Tom, have a good day.
Moderator:
Does that answer your question?
Questioner:
Yes sir, thank you so much for the opportunity.
Fact is nobody but Visser and apparently Steipp know how many machines they ordered. The important news is that they have stable technology which means the rollout and buildout can commence. They could have ordered 20+ machines for all we know. If we have unwritten commitments or a large contract coming down the pike, this could be what we've all been waiting for.
My exact feelings