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A new beginning
At one time there was a "we will not" statement as it relates to CE. They knew this might cause certain confusion, myself included. Josh and others still dissected it different, which I eat crow.
Please show me the numbers?...
4th Quarter Revenue?
So, what exactly was 4th quarter revenue? Seems like it wasn't much..
I must agree, it is a stark change from previous statements. They cover non-consumer electronics language as well - basically saying we continue to work with Apple on parts, all kinds. Apple likely digging in deeper. They need to make some new products/market entries - company has not innovated in a very very very long time.
Well see..
Still holding
Companies put cash they don't anticipate in using into securities that yield anything more than 0. These are not for capital investments, these are for capital preservation.
I keep hearing these debt securities? What are we referring to?
what is feb 22?
no, multiple and varying degrees of capacity and different buyers... 2-3 large sellers..
Someone likes to keep selling LQMT shares here...
Makes me unnerved at what one may know..
As a cyclist, there are so many components ready for new material here..
Im over it...
Ill never question any possibility but up up up here on this board anymore..
Its clearly only meant for all things good to ensure the discourse isn't questioned..
Whats the business model then? Please explain revenue stream construct?
They share very little detail on the medical deal and how its constructed?
They just say "we have a deal" and leave it at that with Yihao.
It still is a deal and revenue, I agree. What happens if Ford comes and say we want tire pressure gauges?
How do we get paid:
A) License?
B) OEM mfg?
What are our margins on:
A) License revenue?
B) OEM mfg?
If you can't answer that, I suggest you sell and find another hobby..
I hope you are right.
Many stocks on market have already done 10x+ since Li's investment..
A stock at $1 going to $10 is same as LQMT going to $1 at this juncture..
LQMT would have to go to $5 for it to be considered a home run at this juncture..
I do believe its bottomed... I just have no clue on the business model at this point...
And Li has already made his $ on LQMT... 10x likely.. we just don't see it cause its in the Maze...believe it..
Stock examples where LQMT has lagged, seriously lagged: ENPH - you could of had that at $.50 in 2018... now at $200+...
Times up Li - wheres the beef?!
LK Tech went from $400m to $10B...
Id imagine $63 million was worth it... no matter what..
Im not saying LQMT is DOA. What Im trying to put out there is reality - when reality hits, like a big "whale", then it becomes real and more real...
Understand all possibilities... in/out/over/under
The LK website tells you they are using die-cast for these..
Not trying to make to do anything but get to reality here..
I hope LQMT does 10x... I know its material and IP will be used in CE - much to valuable for it not too and the largest market by far for its nature.
I may sound cynical but Im trying to ask the real questions - the rainbow looks good. Who has the pot of gold is the question.
LQMT can not be used in CE... according to 10k...
Again, unless Apple somehow gets involved - only premise to keep in mind..and keeps hope alive here... cause clearly we have seen liquidmetal used in China, its seems on multiple fronts.. would be nice for the CEO to clear up our business for shareholders...
And not sure the LK machine can use 106c..
Could you imagine a CEO that actually said something to its shareholders - like, you know, as in one word in 5 years?
Lets just hope we didn't become the zombie company to bring all things real to the Maze..
Wow, this is quite an about face, no?
Li does what is good for Li. Li does what is good for Maze. Li does what is good for CCP.
LQMT was/is an integral part, somehow... lets just hope we get paid.. as in, LQMT has a future business model that matters..
LK Tech seems to be the way to CE and 5g for Li. He doesn't need LQMT for market dominance...
LK is clearly making things for 5g... And may be avenue for Li to all other CE mfg's..
Outside of Apple, with premise they say when/where LQMT is used in CE, and we follow suit, how do we get paid?
Li must not have boxed himself out of all things CE?
This whole CE thing needs to be clarified at some point...
Accordingly, that will likely not be LQMT revenue..
Im going with premise that Apple has "all say" with CE at this point...
With 106c being the only oppty... yet, Li wouldn't sell the whole market away and box himself out of CE completely outside of Apple..... super confusing..
maybe LK tech is a shoe in for CE...
Li owns much of the supply chain for new mfg methods of die cast(liquid metal type) and small parts (Eontec/Yiaho/LQMT)...
They $ spent on LQMT will make him 10x in other areas..
Seems like LK die-cast machines can produce similar quality "liquid metal" type products. Although its not LQMT recipe it acts/feels like similar characteristics. Not saying any IP was involved here - just saying that the larger parts likely go to LK.
LK market will be the 3-5 ft sheets and above with material needs/quality dependent; however, 106c is likely not needed in that size market
LK is surely breaking out - market and all. Demand will likely surge. Not sure how USA mfg gets involved via die-casting needs for EV without any machines in USA and/or any mfg looking to purchase and buildout here.. I know Josh mentioned Tesla is using another company, cant remember name/post....
The LQMT market remains the CE market(which is tbd for LQMT, until we see it happen)... And perhaps a slew of other markets... Would be nice to see a tire pressure gauge to emerge.. will tell me that we aren't just waiting on Apple..
The reference to the 2000c machine is just an extrapolation on my part understanding how big we can go, or will go... maybe a 2000c machine will never emerge too..
Thinking more about the macro market..
If we go into a cyclical commodity cycle and in general our market(the old mfg methods) where we are competing starts to incur competitive disadvantage due to rising costs, no matter what size, the market for LQMT starts to show more green lights as we travel the down boulevard.. since its likely our costs won't rise as much...and therefore each market(product) starts to become price competitive/advantageous to LQMT.
But yes, airtags Ive always thought would be a great product for LQMT..
If I manufacture an Iphone case using aluminum(which is going up in price) yet this new method(LQMT) is not going up in price, and or if it is, the efficiencies and scale are getting better(cheaper), which has a couple things working for me:
1. Efficiencies make me cheaper and cheaper
while..
2. The other method is getting more expensive due to higher aluminum prices.
3. Variable: If aluminum prices are going up, this means labor and energy prices may be going up too. If less energy, and we know less labor is needed for LQMT, this is another bonus.
Graph crossover...
Old method x/y is linear/non-linear and rising..
New method x/y is linear/non-linear and falling..
Is LQMT considered a commodity (metal)?
Trying to understand its relevance in terms of inflationary cycles and general increased raw material costs?
Ie; if the technology is getting cheaper due to efficiencies, the other methods are getting more expensive do to higher input costs...
recipes for fast evolving markets..
Not that smart to know...
Good question though..
This is Engel teaming up with a material firm in Europe. This all happened after Li cut ties with Engel. This is basically Engel staying in the game and relevant.
Engel finally realized it has to put $$ into the game - only after they watched LQMT USA flounder...then Li came along..
https://www.ptonline.com/news/heraeus-and-engel-join-forces-for-injection-molding-liquid-metals
This is really a student of LQMT in many ways..
We live on these.. new Apple foldable phone patent..
https://www.patentlyapple.com/patently-apple/2021/02/apple-has-been-granted-a-patent-for-an-iphone-with-a-flip-phone-form-factor-that-supports-recent-rumors.html
Would be nice to see something real except for a lot of drawings with the USPTO.
This is a good one...
A small token of communication from the CEO after 5yrs via a good ole letter to shareholders, or even a blog, sharing no secrets, would do.
Li doesnt have controlling interest in LQMT.. fyi..its like 44%
This was and still is the most interesting thing to me here...
Why not?
Someone here said there was a clause in the MTA with Apple about first right of refusal for buyout, etc...
Apple, without fully understanding all the lawyer speak, probably wanted to maintain control of LQMT in some way shape and form..as to not let their future use, or control of their CIP, out of reach..
I just can't make it out..but Apple is another firm that could care less about suppliers..
But your thought process is valid and of concern here too...
Elegantly put.
correct, they passed $0.11's this AM in pre market... They have stock there... going to let it float up to there..
Its a matter of the line that goes here, doesnt go there, comes around but misses there; therefore, the 106c is good to go. And revenue comes when the 106c line goes back to the PLA before the PLA was written. Therefore, the 106c that is LQMT's isn't LQMTs but rather Eontecs via old relationsips with the other line that wasn't dotted so therefore the ownership isnt relevant and our turn was hit but missed yet is there. Revenue will come though, stock will go up.
Enough of the garbage. If Liquidmetal and our IP is being used, we better not be.
The stock off the $0.10 floor its been at for 12 years..
But this is USA stuff...
How can I be sure this same kind of measure is happening in China?
Just kidding..
very Apple like....
When Apple begins to respect its suppliers, become more socially responsible and learn how to be more than what they are, then they can transform and make a car. Until then, they will continue to lag...
They should try looking to USA for more support, kind of simple really..
https://www.reuters.com/article/us-autos-tech-apple-hyundai-motor/hyundai-kia-say-apple-car-deal-now-off-see-8-5-billion-wiped-off-market-value-idUSKBN2A800T
Not so much that the technology will or wont be used..
More a question of why LQMT USA for Li and how do they stay relevant if the material and processes get better and better?
What stake does LQMT have in the continued advancements of the market?
Who is going to protect LQMT USA interest when the person who makes that call is also using the IP in many places via maze and no one can actually understand if/where its being used.
Li owns many of the companies that ultimately will benefit from LQMT so there is enormous conflict of interest.