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Sooo….Apple is experiencing new problems in China and Foxconn has appeared in the crosshairs of the Chinese government. I would bet that somewhere in the bowels of Apple there are several hundred engineers designing a new 95% robotic manufacturing facility (maybe to be located in the Carolinas). Leapfrog technology is coming! They have to have a “Plan B”.
Several posters have alluded to a disconnect between the increase in BMG applications and the financial success of the supposed players. Specifically…
EONTEC is not a large company and its revenues/earnings have not exploded as expected.
DONGGUAN YIHAO METAL TECHNOLOGY is privately held but EONTEC is a major stakeholder so success at YIHAO should show up in EONTEC’s numbers. I see no evidence to confirm the expected activity.
SANXIANG ADVANCED MATERIALS has been mentioned as the supplier of BMG alloys to EONTEC and YIHAO but their financial results are less than stellar also.
So the real question is ..WHO IS BENEFITTING FROM ALL THE HINGE BUSINESS? IS THERE A STEALTH COMPETITOR OUT THERE?
Are the product announcements for real or is it possible we are being “head.faked” and the volume hasn’t materialized as yet?
When JB petitions to get a seat on the Board…he will qualify as an “insider”.
The next bomb to hit this board will be the announcement that JB has 20 million shares….coupled with the question “what does he know that we don’t?”
Hope springs eternal but don’t take yourself too seriously.
Let’s talk about guitar pins…the anecdotal feedback indicates an improvement in the “quality of sound” but I’m not a musician. I remember things like better volume, a fuller/richer sound etc. so what is the guitar pin actually doing? Less dampening? Perhaps. Does more volume equal amplification?
If we could understand the physics, it could open up crazy applications.
The bouncing is an interesting phenomenon …what is it about amorphous metals that allows them to bounce like that? Could it be that the fracture planes in a crystalline structure acts to dissipate the energy but the amorphous structure (absent the crystal defects) can capture and release that energy.? Next step…would it be possible to create an energy storage device that uses this property? Better yet …a data storage device.
What is it that makes a crystal radio work? Hmmm
I hear the alien space vehicle at Area 51 is made of an amorphous alloy similar to 106a plus transparent aluminum.
106a has the ability to capture neutrinos and convert their kinetic energy into fuel for their propulsion system. Refueled as you travel…never run out.
Just keep bouncing from galaxy to galaxy!
More information on IPX…..Development stage company in the process of commercializing titanium powder for 3D printing titanium parts….working with Panerai luxury watch maker to make their higher end offering. Building (or has built) a facility in Tennessee to manufacture titanium powder.
From a Chemical Engineer….the chemistry of titanium and zirconium are very similar and if you access the IPX website, they mention “zirconium sands” as one of their inputs. It may be a stealth supplier of high purity zirconium sponge that happens to be domestically sourced. Coincidence???
You still need a Materion or Eutectrix to make the alloys.
To summarize….You currently own LQMT…. your B/E is $0.16 and you want everyone else to sell their shares at $0.05 before it goes to $0.03. You say it may take until 2025 to reach $0.16 but that’s OK? And the symbol on your message says you are “bullish”. All I see is screaming frustration….try gardening or take the dog for a walk.
So why the comment about the “pink sheets”? You making up stuff as you type?
Depressing tirade…only one fact in the whole thing …” LQMT is looking at delisting from pink sheets”. What do you have to verify that statement?
I can’t help but think that JB and TC must have good reasons to hang in….JB hanging onto his substantial holdings and TC onto his position with the company…it certainly isn’t the salary so it has to be the prospect that his options will provide a big payoff. If the prospect is zero…he should cut and run.
Volume seems to be ticking up slightly from 300k-400k to 600k-ish in the last few sessions. Not much but it’s a move in the right direction.
The volume ends up at 1.2 million shares with at total value of $61k spread over 68 orders. Not exactly a stampede.
I saw a Samsung ad this afternoon touting their foldable phone and saying “now available in the US”. I thought it already was available.
Interesting to say the least…1.2 million shares by 12:30…all in 52 trades…..remember for every sell there is a buyer…..so who are the buyers @ $0.045???? And what is their motivation?
My point….he can’t exercise at 0.07 because he would have an immediate $100k loss when marked to market.. Even $0.20 doesn’t pay enough for the risk…..at 0.50 it gets interesting since he is looking at $3 million before taxes.
It costs $500k to exercise and if the price is $0.20 it’s only $1 million net BEFORE TAXES.. TC is working toward something much bigger.
The Form 4 looks like TC is tidying up the paperwork before something. This could have been filed anytime in the last 12+ months.
Next logical question……if zirconium is being shipped from China, why not just ship the VT-106a instead? Eutectrix could include it on their product list and just be a “middle man”.
I imagine the machines are sleeping under a tarp in a corner…never actually installed.. My concern is that Eutectrix is selling Vt-106a and we have been cut out of the revenue stream or worse yet ….the commission/royalty/licensing fee is going to China.
We need a “mole”. Most of the zirconium sold is refined in China so the question is…Are there zirconium shipments from China to Eutectrix?
I am aware of the license agreement but I thought that that Eutectrix was to use our prototyping machines to manufacture parts for orders we generated to service domestic small orders….obviously never happened. I wasn’t aware that Eutectrix would be producing VT-106a for sale without some sort of commission/license fee coming to LQMT.. Maybe there just aren’t any actual sales…..after all Eutectrix is a whole lot of “smoke and mirrors” also.
So..over the weekend I visited the Eutectrix website and was a little surprised by several things. First, I didn’t recall that Eutectrix had acquired all the BMG business from Materion, next under “products” they listed BMG as first in 3-4 areas of expertise and thirdly they have 6 vacuum induction furnaces capable of making BMG alloys. Several of these are capable of producing 500Kg/batch. Their product listing includes VT-106a among others.
Question…what the hell is going on? Is there someone else out there buying significant quantities of BMG under the radar?
Grants and research contracts work at the university level but we lack resources to launch a successful proposal.
What does 3D printing have to do with Space/Defense opportunities? Space opportunities are orders of 6 pieces perhaps a BMG armor piercing projectile may have some volume but Space/Defense accounts for maybe 10% of total 3D potential.
3D printing of amorphous materials without destroying the amorphous structure may be possible without “killing the goose” but we still have the issue with sintering. if sintering is necessary, it comes with the inevitable 10-15% shrinkage which destroys one of the main advantages of BMG…..zero shrinkage.
This problem forces the 3D process be such that sintering is unnecessary.
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New point….mismatching the atomic radii of the alloy components has a chemical term…..they are sterically hindered in that the mix of sizes block the individual atoms from forming bonds.
Back when the initial work was done with BMGs, it was necessary to cool the molten alloys extremely fast to keep the atoms from rearranging into a crystalline structure and destroying the amorphous nature. The cooling rates were 10^6 degrees a second and was key to the part size limitation.
As development progressed, there was a better understanding of the interplay of the various atomic radii and a mechanism to prevent crystal structure formation by the proper choice of components opened the “window”for process conditions. This approaches the problem structurally instead of using extreme process conditions. That is why larger parts and higher production speeds became possible.
Why bring this up??? The evolution of the technology may have made it easier to do the 3D so it’s not quite so tricky.
Back when the initial work was done with BMGs, it was necessary to cool the molten alloys extremely fast to keep the atoms from rearranging into a crystalline structure and destroying the amorphous nature. The cooling rates were 10^6 degrees a second and was key to the part size limitation.
As development progressed, there was a better understanding of the interplay of the various atomic radii and a mechanism to prevent crystal structure formation by the proper choice of components opened the “window”for process conditions. This approaches the problem structurally instead of using extreme process conditions. That is why larger parts and higher production speeds became possible.
Why bring this up??? The evolution of the technology may have made it easier to do the 3D so it’s not quite so tricky.
I’ve seen some references to 3D printing with amorphous alloys but I haven’t seen anything with scale or at the commercialization level. I think it’s printed and then sintered and that’s when it gets tricky ….you have to heat it enough to fuse the particles but not so much that it melts and you go crystalline upon cooling. There is a lot of process development to be explored. I recall something about spraying a BMG powder through an energy beam (plasma?) to partially melt it but I didn’t see an assessment of % crystallinity of the final product.
I would shoot for smaller intricate parts with lots of CNC machining where we can offer a significant labor savings and reduced total cost.
I can’t pick out the pressure sensor but they have “blurred out” a section on the left side of the picture. When you said they were measuring pressure, I got my hopes up for a resurrection of the automobile tire sensing unit they worked on several years ago…..love to see 20 million x 4 parts as potential….and it’s NOT CE.
I’m reluctant to jump into this dogfight but here goes….there seems to be some confusion about Apple/CIP . They are not the same entity. CIP is a joint convenience between Apple and LiquidMetal to manage the BMG intellectual property existing prior to 2016. Apple has exclusive use in consumer electronics and LiquidMetal has the rights to everything else.
Any technical developments since 2016 belong to either Apple or LiquidMetal (the developer) and are not available to the other party.
LiquidMetal has a cross licensing agreement with Eontec for technology sharing on IP from before 2016 and after the 2016 date subject to the “carve out” for consumer electronics granted to Apple.t
Remember that most of the technology developed since 2016 is process related and not patented but held as trade secrets. Trade secrets are actually more secure and eliminate the necessity of teaching your competitors your science.
That’s as simple as I can make it…
Take your pick….LQMT stock is either a long term option on a technology or a lottery ticket and if you try to use traditional stock valuation measures you don’t understand the situation.
Or not…..if the expectations are so low….who is going to be surprised/disappointed enough to dump? Not any of the long term holders.
Then again it may flash a little hope and jump a penny or two.
GTAT….A significant winner for me….bought @ 5.5 and sold at 12 making six figures. Total cost of the GTAT/Apple venture was $900 million. $578 of which Apple “loaned” to GTAT to build a plant in Mesa, AZ. Product requirements were a “moving target” and GTAT was unable to keep up. GTAT went bankrupt and was reorganized.
I think Apple was courting GTAT to get leverage on Corning with no intention of ever really going commercial….any parallels with LQMT?????
Currently based in Hudson, NH, has 500 employees and is part of OnSemi making silicon carbide crystal for the power management industry.
The victors get to write the history so the world only knows the “Apple Version”.
You need to switch to decaf!
It’s Friday evening and I’ve noticed that activity on this message board is concentrated on Monday to Friday, 9 to 5. Weekends are very quiet so I’m going to try and fill the void…..
I just “invested” $2 in a MegaMillions Lottery ticket. it qualifies as a “high risk/high reward” investment. The odds of winning the jackpot is 302 million to one but the cash payout is $660 million for a $2 position so that is a 330.000.000X return on my investment. The duration of the investment will be about 6 hours and calculating the annual return is impossible without going into scientific notation.
Maybe I’m setting my expectations too high and perhaps I should shoot for the 5 ball/million dollar jackpot….the odds are “only” 12.6 million to one and the $2 ticket yields a million bucks which is still 500,000X on my investment…hmmm
OK …$1,000,000.00 is a good goal but how does this fit with a LQMT Message Board…..let’s consider some more investments.
So I take my $2 and buy 32 shares of LQMT….to reach our million dollar goal, it has to increase by 500,000X. Peter Lynch used to talk of 10 baggers when he ran Fidelity Magellan but this is ridiculous! It just isn’t going to happen so let’s try again
Sharing some info I probably shouldn’t, I have slightly more than 500,000 shares of LQMT and to make that a million dollars, it would have to increase 32 fold….a 32 bagger. Is a 32x move in the realm of possible?? I say yes…to get there it needs to double 5 times and the numbers go like this……6->12->24->48->96->192 (all pennies of course). If the time interval is years, it takes 5 years. The rule of large numbers probably says it grows more at the beginning than the end but I’ll let that slide.
The downer in all this is …I’m an 82 year old male and of all the 82 year old males in the US…half of us will be dead in 6 years so being 87 with a million bucks means I’m just going to give it away anyway.
Still in the game!
I don’t think outer space is one of our territories!
More seriously….I don’t see any date for an earnings release much less a conference call. We should be within 2 weeks of SOMETHING…..or are they just going to sneak a 10Q out on a Friday afternoon?
Aluminum foil lines my colander helmet.