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Agree here...
Its all going to come down to reality soon...
We know:
1. Huawei uses the tech
- however, the current use of Huawei in USA is likely 0 right now because of trade restrictions put in place by Trump
2. If Apple doesn't catch up to foldable phone market, which will be next 18 months, or else they simply miss it, then well know if 106c is real and we get $.
3. I agree on the in the know China maze workers/in the know Apple/wouldnt have this stock moving or at a higher price - maybe this will happen now.
However, having a USA mfg. is going to be a long stretch as CCP will likely not want the tech to expand USA mfg. I mean, I could be wrong as LF did try but was it simply a good storefront.
LQMT either makes it now or it is a slow BK trickle(this is the reality). I do trust Li, I just don't trust how much the IP has been integrated into larger CCP plans and dominance. However, they simply used USA open markets/capitalism to achieve this goal. USA didnt, unfortunately. I just really wonder what Li's motivation with USA LQMT is. The only thing I can think of is that will be a low touch holdings of his that is all things BMG but how long it can stay relevant and why he would continue to develop LQMT is in question. The other reason is he simply always dreamed of a NASDAQ listing. Thats all I can come up with.
Bottom line: its been a long time for this thing to pay off. It needs to start moving. The chart is primed, for sure.
Least he could do is get the ticker name right..
However, he raises many concerns I have and many people do...
That IP has been soaked into China, imo, through the simple constant money being poured into RD by Eontec for years now while LQMT IP has simply vanished.
I've always said that it made a ton of sense for Li to come in and corner the market with LQMT purchase and have it soaked into the China maze, via CCP support/coordination. Clearly, after the PLA, the state funded investment fund became largest shareholder. Thats not just a coincidence.
Would be amazing if someone came in and offered $200m for LQMT. Much of what maze has could be in serious IP jeopardy then.
When they know, sell and run...
Interesting, what exactly was behind the first right of refusal?
Apple could buy LQMT based on some % ownership or % above highest offer?
Im interested to learn more about this..
I still scratch my head on how/why Li didn't negotiate for 50%+...
Something there..
Great article, which underscores the market is materializing.
I agree LQMT is only way in, or one of the very few investment avenues; specifically, if you are not tied to any direct investments.
Now, I will say that either LQMT was "needed" or LQMT was "necessary to get off the market" in order to control the supply chain.
Its one of those two, only.
Companies buy out competition all the time in early market scenarios to ensure "monopolistic" tendencies..
China's vision is laser focused on new mfg and materials to 2025.
I have pushed all my chips on the table. One way or another...
Apple car, again..
Can we get a venture fund to put money in Eutectix? Get an American controlled, USA IP law abiding firm in this Maze, please..
Cause clearly things are happening with Apple..
https://www.cnbc.com/2021/02/03/apple-and-hyundai-kia-driving-towards-deal-on-apple-car.html?utm_content=Main&utm_medium=Social&utm_source=Twitter#Echobox=1612556442
idk, I just know that I'd be quite taken back if Tesla can use 106c and we don't get paid.
In fact, I'd be quite taken back if Tesla continues to use the Eontec version(old formula, pre-PLA) and they don't upgrade to 106c and we don't get paid.
That be a foot full of splinters..
Id imagine Josh can clear this up..
Then why would any company actually come to LQMT USA - specifically Apple? And why would the PLA be needed?
This would negate all premise that 106c is a shared formula and anything made from it is LQMT USA potential via PLA T/C's.
This statement would make LQMT worthless.
Why would they put this out if thats the case?
https://www.liquidmetal.com/liquidmetal-lm106c-is-now-iso-10993-certified/
Current Premise:
LQMT PLA with Eontec has benefited China Maze more than LQMT USA to date.
fair
I guess getting answers would be nice. Some communication from Li would be, well, respectful.
I, like you, have been invested here and accumulating for years. When Li invested and came on the CC, I thought he was going to hold regular cc's updating us on progress, Q/A, like most all businesses are held.
We don't know if he even talks with LQMT USA regularly or how much.
The Tesla thing has always been something that we should have an answer to. These type of questions can be answered in a cc and usually are.
Im trying to understand where/how 106c plays into this - if the part is made of old formula, then great.
if new, then what?
Call me what you would like, Im looking for real answers to real questions. Not just a fantastical banquet of dishes.
So basically, if not 106c, then Tesla is a forever Eontec customer with no royalties to LQMT ever?
If 106c, then we get revenue?
Very interesting dilemma.
Since you are knowledgeable here, let me ask this simple question(s):
Is Tesla using BMG in lock cavities?
---If Yes
Is it the old Eontec recipe/version?
---If Yes
Why aren't they using 106c yet?
---If Yes, they are using it.
Do we get paid?
Tesla Twitter Post
Clearly LK Tech stock is moving because the market is.
Tesla posted this today.
World’s biggest die casting machine pic.twitter.com/MegnFPKQfh
— Tesla (@Tesla) February 5, 2021
I always knew it was small parts; however, I did not know exact size. I also knew advances were made regarding size of parts.
Thanks for the advice about what one should know when investing.
Agree
Im just trying to understand what LQMT/YIHAO can make or a market that needs addressing.
Apple needs to step up(assuming they have to pay LQMT to use 106c)!
Im with you - technology is real. The infrastructure has been built.
Wheres the beef!?
So market above that size isn't available for LQMT?
Why would BMG weaving carry any advantage to the LK machinery die cast?
Seems the notebook size on volume production is max? Until a new 2000c machine but is there any advantage vs. die cast at that size?
Whats max scale for BMG do you think? If I did the analysis correct, I put together the chart below. Seems like there may be no reason to go beyond 1000c? BMG is really good for high volume, small, high use products. Like a hinge. A car door may simply be a LK Machinery, die cast only, no?
What is advantage of BMG for larger car parts like doors?
Is LK supposed to have BMG machines?
We know the material and infrastructure is there now...
We know the material is in use...
We know Apple will use it...
We just don't know what LQMT USA means in all of this...
I am happy to see the Zyris deal - its something, and suppresses CF burn...
I still believe the pressure sensor is next... if thats the case, then you could become profitable...
Im still aligned in Q1/Q2 we see something for tire pressures...
What do you mean "Potent Industry"? and also "No trails to be found"...
"Share intellectual made"...
I mean, that's difficult to ascertain if LQMT is involved or if LQMT is just a recipe book everyone can look at and learn from...
Think about that sentence..
No one has any real answers here in many respects. Lots of good information about the market but little bite on the leg.
I guess thats why Im here... hope with financial benefits..
tricky company to understand; specifically with a laconic CEO.
The patent, if not CIP, can be used with LK machinery I would imagine. Ultimately bypassing LQMT USA> My understanding..
LQMT USA will be good for up to 5ft sheets and only if its cheaper than the LK Machinery(Magnesium).
The LQMT IP is worth most for small parts that have high use/elasticity. A car door is a car door, doesn't need to be much more than that..
Apple Car
https://bgr.com/2021/02/04/apple-car-rumors-first-gen-fully-autonomous/
That tells me they don't need LQMT cause they have 28 years of experience with these type of materials..
Is the "Magnesium Alloy" in many of these pages a LQMT IP?
Clearly they do use the word "Liquid Metal" separated for some parts here...
http://www.eon300328.com/product_bjbwq.html
Yet, the Tesla door lock chamber uses "Liquidmetal", clearly because Eontec PLA allows them, no?
http://www.eon300328.com/product_qcsg.html
Ultimately, what material is the Tesla door lock? Does that relationship/business go to Eontec, 100% of time? Ie; They made this door lock for Tesla before the PLA.
Ventilator - Eontec is paying attention..
http://www.eon300328.com/product_hxj.html
After thinking about this, this venture may be for the LK Technology/platform via magnesium die casting? On Eontec's website, it touts itself as a firm with these machines making these parts.
But Eontec is the producer of the 1000c machine; therefore, if I am not mistaken, the machines in question/discussion here, would be Eontec and not LK Technology?
Because with "Zirconium Magnesium" in the discussion here, that would be LK Technology and not Eontec AMM/LQMT, correct?
I see here that LK Technology is in Li's HK LM holding company via LeKon?
I am assuming that LK Technology does not have access to the LQMT IP? I am assuming the machines and technology on these larger machines has nothing to do with the PLA? And/or the LQMT IP? And the material is the magnesium product which can produce larger pieces.
Additionally, it is a solid line vs. dashed from HK LM Holding to LeKon to LK Technology - why so? This would indicate full control, no?
Also, the %'s for the pie graphs - do you have a legend on what/who is the %'s?
The LK Technology stock move recently is quite significant.
No, they are not CE - CE is usually for media consumption.
The EV would be for transportation..
The bottom line is that we need Apple CE at this point.. if not, then the company is absorbed in Maze in future once cash runs dry...
I don't believe Li really cares about anything but getting the Apple CE deal into the Maze. I don't really think Apple cares about LQMT except making sure whatever it does, its protected.
Interesting how Apple picks a foreign car firm to team with - dont worry, this will come up in the societal discourse. Surprised there hasn't been more said - but it will. Society is speaking loudly these days.
Asymmetric risk
We(LQMT) are not using cash to buy machines..
This whole thread is fantasy..
We are a recipe company with IP - hoping the IP stays relevant as the impressions are in the China Institute of Science, etc...
LK Technology
Clearly, this market is beginning to materialize. Much of the LQMT technology and idea are impression"ed" throughout the value chain now. The idea of AMM, which I am assuming LK Technology(magnesium) is part of, is "morphing" into different technology and scales.
Essentially, LK Technology seems to be owning the car door size market.
LQMT/Eontec will be the CE heavy hitters, and all other small parts. Lets just hope that we stay in tact and there is reason our existence. My thought on Apple is simply IP control via USA law.
Still calling major, major bottom here. But everyday we sit here without something from the market confirming our existence and that doesn't say we were simply an avenue/collateral damage for market dominance by China, the harder it is for the catapult to keep going and create "amplitude".
Lets just "hope" this isn't a work around..