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Agreed, looks like a battery connection is highly likely.
Yet another LIE by Watts proven by the PR just released. Now you all know—Watts lied about Bromage. See original post that this post is tagged to.
I find it disgusting that someone would deliberately LIE to hurt another person! Shameful.
Everyone should use extreme caution when believing ANY post by Watts.
No worries.
Lol—singing....”fat guy in a little coat”.... best user pic on this board.
No, I said it was Yunhai not yihao. Yunhai is our raw materials supplier.
Yunhai metals green on significantly higher volume last night despite corona scare
I’ve often thought that liquidmetal’s flag is a hinge prototype.
Absent a pr or financials, it’s the beat we have...best wishes. $.60 would be great—short term—lol
Good points
Agree completely
So your saying a lot of international companies use the exact same segmentation? I’d bet you’d struggle to find one. But let’s say you found one/some. For Eontec and liquidmetal (especially liquidmetal) to specifically allign this way with no sales at the time—and using your thought process, no Apple influence—is extremely unlikely. This specific reference in the PLA and the thought process to include it, is specific. Because it matches Apple perfectly, is by design as well. The stars are too perfectly aligned on this to be coincidence.
The significance is that it matches the PLA exactly—which is used to track which revenue would be for liquidmetal or eontec via the PLA. Because of the CIP, shared patents, FROR, etc., it is remarkable that Apples segments match exactly. A very unusual circumstance to happen by chance. The other point was that Apples 10k states that each segment manages their own distribution (supply chain). As a result, it is easy for both Li and Liquidmetal to forecast revenue by segment, and track revenue by segment when received. Essentially Li, Eontec, and Liquidmetal have ironed out “who gets what” in advance. Why? Because it had all been planned from the beginning. In doing so, Li could justify his expense outlay for Liquidmetal to his eontec board and possibly to China. Now, consider this. Eontec, yihao, and by relationship Liquidmetal only have so much capacity for production. Kris Kent isn’t really needed if the Apple demand consumes all production supply (in excess of current production). This is plausible because we know that yihao has/is significantly increasing output via more machinery. It all adds up.
Ok, I’ll bite. Provide your thoughts on why 2022 is more appropriate than 2020. My thoughts: I feel that 2020 and possibly Q4 2019 are more likely with the build up of 5G. The Qualcomm holdup was the most likely event that delayed liquidmetal /5G for Apple. I believe this because of the hurried and expensive settlement between Apple and Qualcomm. Apple was strong armed by Qualcomm. Please provide your thoughts and back them up with links or known (news) facts. Thanks in advance. Appreciate any other views.
Apple!!!! 4 reasons it’s happening right now—Apple 10k, PLA, Kang suit, lake forest building.
The eontec-liquidmetal PLA exactly matches Apple’s “Segment Operating” locations.
It’s always been a question as to how Li would determine PLA production revenue by geographic areas for liquidmetal and eontec customers.
This Apple geographic match is as much proof as we can get without an actual PR or financial release—read below. Apples non disclosure agreements prohibit “leaks”—so don’t expect a PR or a joint development agreement from Apple or Liquidmetal/Eontec. (When thinking about apples non disclosure requirements, keep in mind the recent lawsuit that liquidmetal brought and won against “JohnKangliquidmetal”. Kang’s website was riddled with Apple references. Plus—a significant portion of the court docs were redacted. Why???? Apple! The fact that liquidmetal used a law firm that Apple routinely uses for trademark and other infringements was not by chance!)
Now back to the PLA and Apple segments from the Apple 10k. Based on the info below—with link—Apple’s “geographic segments” manage THEIR OWN supply chains. This shows that orders come from each segment for production and distribution.
Here’s the quote from Apples 10k: “each one is managed separately to better align with the location of the Company’s customers and distribution partners”.
Thus, APPLE revenue is easily trackable by Li’s eontec and liquidmetal to match the PLA—(parallel license agreement). THIS IS NOT A COINCIDENCE. This is exactly why the PLA was written as it was. The PLA link is included below—see sections 1.6 and 1.21. Note the exact geographic match to Apple’s “segments”.
Here’s THE FULL cut and paste from the Apple 10k showing the PLA’s perfect alignment—see actual page 23 of the pdf/listed page 20 of the report:
“Segment Operating Performance
The Company manages its business primarily on a geographic basis. The Company’s reportable segments consist of the Americas, Europe,GreaterChina,JapanandRestofAsiaPacific.AmericasincludesbothNorthandSouthAmerica.EuropeincludesEuropean countries, as well as India, the Middle East and Africa. Greater China includes China, Hong Kong and Taiwan. Rest of Asia Pacific includes Australia and those Asian countries not included in the Company’s other reportable segments. Although the reportable segments provide similar hardware and software products and similar services, each one is managed separately to better align with the location of the Company’s customers and distribution partners and the unique market dynamics of each geographic region. Further information regarding the Company’s reportable segments can be found in Part II, Item 8 of this Form 10-K in the Notes to Consolidated Financial Statements in Note 11, “Segment Information and Geographic Data.”
Apple Link: https://s2.q4cdn.com/470004039/files/doc_financials/2019/ar/_10-K-2019-(As-Filed).pdf#page17
Eontec liquidmetal PLA link: https://www.sec.gov/Archives/edgar/data/1141240/000143774916027548/ex10-2.htm
Now remember that liquidmetal bought a building in California and laid out significant cash to upgrade the electricity. It was speculated and confirmed that this was for “proof of concept”. The building cost was $8 million, the upgrades were $?, the equipment was $?. The only reason to do this was because of the opportunity for a LARGE contract—Apple.
Plus, there was an early document released by Eontec that specifically said something to the effect that Eontec/yihao, liquidmetal and Apple would be working together for future products. I don’t have the time to find this link now, but a little research on previous IHUB posts will provide you with a link.
Yeah...completely posted the wrong link first time. Anyway, I find this an unbelievable coincidence.
None taken...my original post had the wrong link—reposted w the correct link.
Use page numbers on the bottom of each page—not the pdf page count.
Apple breaks down revenue by reportable segment—the “reportable segments” Apple uses in the report match the PLA territories between liquidmetal and eontec. Link below—listed page 20 of the report.
Correct link below—
https://s2.q4cdn.com/470004039/files/doc_financials/2019/ar/_10-K-2019-(As-Filed).pdf#page17
Apple breaks down revenue by reportable segment—the “reportable segments” Apple uses in the report match the PLA territories between liquidmetal and eontec. Link below—listed page 20 of the report.
https://www.sec.gov/Archives/edgar/data/1141240/000143774916027548/ex10-2.htm
That’s great news!
The eontec shipments to Indiana were for Thyssenkrupp. These were not door lock components. They were steering components. Thyssenkrupp is a major provider of parts for most auto manufacturers—their products are in 1 of every vehicles. these are net shaped produced steering gears.
Kuo is “the top Apple analyst” per cnbc—2/18/19
“Most accurate Apple analysts in the world” per 9 to 5 Mac—12/5/19
“Ming-Chi Kuo, who’s forecasts on Apple products have been amazingly accurate”. Mac world—9/5/19
I’d say he is pretty reliable regarding Apple per these three sources.
Several shipments were sent here. They make/assemble steering components. Shows that this is NOT Tesla lock hardware.
USA
Products: Steering
thyssenkrupp Presta North America, LLC
1597 East Industrial Drive
Terre Haute, IN 47802
Phone: +1 812 299 8400
Fax: +1 812 299 8700
Wow, good luck!
No worries! Happens to the best of us!
Somethings up there for certain
No thanks.
That’s what the article says.
That makes perfect sense, thanks!
For clarity, who are the moderators of this iHub board?
I can’t see who the board mods are on my cell phone app. Can anyone list them? Thanks in advance!
Thanks so much!
Especially when the average is 15 million. This is our raw material provider. It is the best leading indicator of actual production. Plus they are at a new 52 week high.
Nope. “Primarily” and “as well as” cannot be ignored. See below:
During the third quarter of 2019, the Company generated $421 thousand in revenue primarily as a result of the completion of transition orders with existing customers, as well as continued product development efforts with the goal of furthering the commercialization of the Company’s technology and generating sustained part deliveries.
Thoand—do you remember Li telling Watts that LQMT would be profitable by Watts bday? Watts claims you were there. Thanks in advance! I find it hard to believe a CEO would make such a statement.
Thanks!