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"The upside is tremendous: a single project can make a company."
This statement would not be made if they were going for dental devices.
That's correct, but Royole FlexPai 2 is scheduled to launch in the US this March. This will also have a BMG hinge (just as the first model did - but didn't sell in US). And will provide revenue to LQMT.
https://www.slashgear.com/next-royole-flexpai-foldable-phone-might-have-an-odd-camera-design-01657654/
It has already been stated on Eon website in the Q&A that Huawei is a customer of theirs (they stated this multiple times). We know that Eon is providing the liquid metal hinges for Huawei's foldables. They also stated that Yihao is providing the parts. So we know Yihao has a substantial inventory of machines. Anyone who monitors the Eon Q&A, will learn allot about their BMG production.
https://www.liquidmetal.com/market-development-dec-2020/ Translated Version
Market Development, December 2020
As we close the year 2020, we would like to share our progress from our efforts to create a potent new industry, leveraging our extensive investments developing amorphous metal technologies. These investments include more than 25 years of technology development sponsored by Liquidmetal Technologies, Inc. and its partners. We now have commercially viable alloys and casting technologies that compete against the highest performing materials available for strength, corrosion resistance and micron-level dimensional precision.
We have also satisfied the rigorous requirements top-tier companies have for qualifying key suppliers, providing highly scalable operations with stringent quality. Our primary supplier is Yihao Metals in Dongguan, China, who is certified to meet the demanding quality requirements for some of the world’s largest companies. Translate: We are supplying large volumes of small parts for Huawei already, and can do so for other whales such as Apple at present. In 2021, we expect growth in operations with domestic suppliers. This (rather bold) statement would not be made if agreements are not already in place.
Our business has been affected by the global pandemic, slowing the pace of new product development from key customers, and changing trade agreements, affecting products imported from China. While important, these factors are not primary obstacles. Translate: Trade war was not a huge factor, but is gone now anyways.
The market opportunity for our technologies is vastly greater than our current level of business. Translate: Need many suppliers to meet market demands.We continue to increase market awareness and support a steady flow of potential customers, developing hundreds of prototypes and bringing innovative products to market. However, Liquidmetal addresses a nascent market. What will drive market growth?
Multiple, readily available manufacturing sources. In multiple countries including US. Top tier customers are reluctant to rely on single source manufacturing or a technology that is tightly controlled. This was already publicly stated by Apple, no surprise here.
Fielded products that prove the performance benefits and reliability of amorphous metal technology.
The nature of our technology fits best with high performance, high volume applications, which are extremely competitive. The upside is tremendous: a single project can make a company. Translate: We are very close to landing a whale, how much more clear do I have to make this!?? Liquidmetal’s market potential is large within our target markets.
We have addressed many of the commercial barriers we previously faced by refining our technology and restructuring operations. Cost was always the barrier for prior leadership, zircon sponge and improved multi cavity molds have now eliminated cost as issue and its just a matter of building the ecco system to meet demands. Thanks to our partnership with Yihao, we are collectively making progress fielding lighthouse products. Translate: We are already supplying early adopters with our products until whale is landed. Work continues, especially in China, to expand the availability of materials, molding machines and manufacturing operations in anticipation of rapidly growing demand. No need to translate "in anticipation of rapidly growing demand" - that is a pretty clear statement not yet made by this leadership until now.
We are looking forward to 2021 for an improved business climate, especially with international partners, Note plural, not singular. and fully operational customers New customers - again note plural hungry to bring innovative products to market.
Happy Holidays and our best for the New Year.
Bruce Bromage, COO
https://www.msn.com/en-gb/money/technology/apple-airtags-release-date-features-leaks-and-news/ar-BB1dKPYV?MSCC=1598509502
Apple Airtags:
"Production said to have begun"
"Launch expected to be imminent"
Seriously? Just google "Huawei liquid metal"
Yes but part size matters with cost. Smaller BMG parts become much more cost effective because many can be molded in one shot. Unlike the phone midframe which is larger. Airtags is a perfect start for the use of this material.
https://bgr.com/2021/02/12/airtags-ipad-pro-2021-march-reveal-event-rumor/
This is just day traders playing the stock trying to flip a few bucks. This has been going on forever and will continue until fundamentals change. The long term short interest is less than 1% (0.07% right now). Extremely low.
Prometaltech has their own formula which is likely what is being used in the Asus phone.
https://tech.hindustantimes.com/mobile/news/asus-plans-to-launch-compact-zenfone-mini-71612681137311.html
Asus is now going to produce their third phone using liquid metal components.
Eon has publicly stated that they are selling BMG door latches to Tesla. The are selling them to Tesla in the US. They do not disclose which BMG formula is used . We do not receive revenues for these sales because either the formula is not ours or it was a pre-existing contract before the Eon LQMT partnership.
BMG has always had size restrictions via casting. This should be known by anyone who invests here. About 13" is the max casting size. What Josh is referring to for larger parts would be taking long thin strands of BMG (which can be done) and interweaving the strands with strands of other materials such as carbon fiber. This would allow larger, stronger parts to be made.
Thanks, do you know how the BMG casting machines are made through LK and Lekon? Does LK make a base machine that Lekon then modifies for BMG production?
Josh, do you have a website link for "Lekon Liquidmetal Equipment" posted in your chart?
I also looked at LK website and do not see BMG specific molding machines. They certainly have aluminum die cast machines on the website, but do not see anything BMG related.
Yes, but not in our territory. There will be foldables in the US in 2021...I am guessing some will be using BMG hinges. Royole will be releasing a foldable in March here in US, we already know they are using BMG hinge. There's that month again, March...
Only 10% short interest in this stock, not a short squeeze. Just crazy trading throughout the market this week. This will drift back down to 10. Its a cyclical stock.
Unfortunately the online brokers can pretty much do what they want. One of mine restricted me because they said I had too many OTC stocks. When you sign up for the account, read the fine print. They can basically do whatever they want.
LG Rollable due this March...
https://www.tomsguide.com/news/lg-rollable-phone
Engel uses cold crucible - which simply means the mold is not heated. The Eon machine uses a heated mold. That is the basic difference.
https://www.forbes.com/sites/davidphelan/2021/01/04/airtags-gleaming-design-leaks-in-video-due-in-spring-report-says-release-date/?sh=30c6caae3598
Remember, there is a patent for a 3D hologram of the Apple logo that can be etched into a LQMT plate. This would be the perfect application for that etching.
How would you recharge them with a ss or aluminum alloy back?
Apple Patent: "Folding Electronic Devices With Geared Hinges"
http://appft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&u=%2Fnetahtml%2FPTO%2Fsearch-adv.html&r=31&p=1&f=G&l=50&d=PG01&S1=(apple.AANM.+AND+20201231.PD.)&OS=aanm/apple+and+pd/12/31/2020&RS=(AANM/apple+AND+PD/20201231)
A geared hinge that folds in BOTH directions? This certainly sounds like "me only".
This article is 18 years old.
Perhaps the end date of the "Joint Development Period" in early March 2021 does have some significance. We unfortunately do not have any details about the requirements of the companies during this period (there must be some agreement detailing the JDP that we do not have access to). But it would seem logical that LQMT may have been prohibited from using jointly developed technology (106C and machine robotic improvements) in the LQMT Territories until the end of this period. It could be why Li just took cash out and Bruce informed us of a new domestic manufacturer in 2021.
Sold shares of what? Eontec shares?
https://www.sciencedirect.com/science/article/abs/pii/S0360319919343976
https://scitechdaily.com/yale-engineers-develop-micro-fuel-cells-made-of-bulk-metallic-glasses/
https://www.yalescientific.org/2016/03/will-cars-run-on-hydrogen-bulk-metallic-glasses-make-electrocatalysts-cheaper-and-more-efficient/
Hydrogen fuel cells as well as micro fuel cells have great potential for zirconium based BMG's.
I already posted about this...https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160483678
Li doesn't have any Palladium based BMG's in his portfolio as far as I am aware.
Palladium based BMG's....are you listening Professor Li?
https://fuelcellsworks.com/research-news/scientists-suggest-using-metallic-glass-to-improve-performance-of-methanol-fuel-cells/
"The upside is tremendous: a single project can make a company."
Translation: One whale contract puts this stock in multi dollar land.
Overall a rather surprisingly bullish outlook for 2021 in this blog from Bruce.
"Top tier customers are reluctant to rely on single source manufacturing or a technology that is tightly controlled."
Translation: Apple requires multiple suppliers which have not been fulfilled yet. Chinese suppliers are balking at investing big $ in capital unless they have guaranteed long term commitment. Apple has screwed too many suppliers and they aren't playing that game anymore.
"In 2021, we expect growth in operations with domestic suppliers."
So we should hear news of a domestic supplier (in addition to current Yihao) in 2021. That is very promising to hear we will have domestic production.
Apple iPhone 13 to be "WIFI 6E" compatible.
https://www.forbes.com/sites/gordonkelly/2020/12/20/apple-iphone-13-pro-max-design-display-wifi-upgrade-iphone-12-pro-max/?sh=48e0593171b0
Market cap doesn't mean crap and has nothing to do with the "value" of the company. Small caps are now considered $1B-$5B. That's small...
Once the PGA passed the Coefficient of Restitution Rule, LQMT clubs were illegal. This doesn't mean the material cannot be used today. The club can actually be dampened to allow it to meet the COR Rule. Some manufactures are testing this now as it may be possible to develop an extremely forgiving club using LQMT that still meets the rules. So this sport is still a possibility for LQMT. And the shattering issue has been resolved with the newer materials and improved forming process.
It's joint with Yihao