Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
That was the past, jobs. The future is the machines. Li(China) knew this - USA was unfortunately fighting amongst themselves.
Ill note one more thing - the AI would take into consideration the length of time we have been at these prices vs. other times. And look at the volatility of the past vs. time spent..
ie; linear vs. variability(instability) - or something like that..
Basically, 10yrs on consolidation with 3-4 times we hit these prices we did 2x/4x in returns - yet, we have been at these prices(summer 20 hitting 10yr past lows) for much longer than in past over 10yrs. This creates amplitude effect based on past volatility.
The derivative algo would implore the past multiples - time/price - and conclude this time its lagging said premise.
What is DT Tech committee?
The AI would say - Ive seen these prices 3 x over 10years and statistically we have done 200%-400% from this level.
Thats based on general AI(unemotional) and non-data.
If market materializes, then the non-data side would get caught off guard.
The chart has been skipping on bottom for too long - either LQMT goes BK or it becomes something now.. bottom line.
Its on the bottom of the website.
What Lugee knew.
It would take a country that had a mission to be able to capitalize his vision - machines(all types) spitting out parts.
So, instead of focusing on the capital intensive part with his capital, he decided to use his money for the recipes, which will be needed in all these machines. And let the CCP focused on allocating the capital(as they clearly have been focused on this industry in their 2025 plans. All these different entities vying for all these new products, industries. All coming to Li's recipe cabinet.
Own the recipe. Let the capital intensive parts figure themselves out.
LQMT has bottomed and is finishing a 10yr consolidation period, imo. Like all the other "new generation" of things solar, hydrogen, 3dprinting, genomics, Liquidmetal will be there. Its just a matter of time. Much of the problem is you don't have politicians yelling these type of industries at each other right now - for instance, PLUG power does $300m in revenue yet it trades for $30B market cap? The meme pulsation is real in these stocks right now - ie; at homer's and gamers now traders just buy this stuff based on fast moving momentum, etc. But thats stocks. LQMT is way to sophisticated of a thing and our politicians in USA aren't focused here, wish they would have.
And not many people are interested in this kind of stuff really, its not topical, its not something everyone talks about. So you don't get the extra fuel to the fire. And Apple has been extremely lopsided on their goals with LQMT, taking what they needed and leaving us to figure it out. Maybe Li did and Apple will have to pay, tbd.
The valuation is key - what kind of real revenue can we achieve? We will only know when we see the kind of revenue to expect from recurring, volume production such as Apple or Auto or Medical Implants(Stints) or such.. The lumpy stuff will not tell us much. I believe the market is huge, I just really don't know what the market to LQMT will be and how, like many of us. Does Li just see the vision that LQMT and its tech will be used in all things BMG for the meantime? This is the major question. As the blog said, its tightly controlled right now.
Prices based on Value to Revenue(expected) using PLUG market cap to Rev Multiples(Uber Euphoria):
Revenue-Stock Price-Market Cap
$50m - $0.50 - $500m
$100m- $1.00 - $1B
$200m- $2.00 - $2B
$400m- $4.00 - $4B
$800m- $8,00 - $8B
$1.6B- $16.00 -$16B
LQMT has bottomed, imo.
10 Year Consolidation
Anyone know anything about their affiliation to LQMT anymore?
They clearly do not use TM of Liquidmetal when marketing their capabilities. I want to say they can use any IP up to date of their 2014 separation?
Wonder what material and machines they use?
Regardless, good to see the USA market happening.
https://visserprecision.com/capabilities/amorphous-metal-injection-molding/#about-amorphous-metal-molding
An oldie, but goodie - seems the Dr. Atakan Peker(main inventor of liquidmetal?), whom is involved with Prometaltech now, had predicted the future.
The article states in 2010:
sounds like they have their own formula and are a competitor to LQMT/EONTEC/YIHAO
Looks like Visser and Materion are still playing...
https://www.nasa.gov/directorates/spacetech/game_changing_development/projects/BMGG
I am not sure thats true. The machines were licensed, or borrowed, I believe. Any business was 6% royalty, I believe. I want to say the machines are due back if certain measures, criteria arent met?
How do you know its "dead" - the date could simply be when company was founded? Or website built?
Im not saying it is or isnt.. but they clearly have their bio's there, etc..
Its all about the IP. If prometaltech can mfg with LM materials, and we get paid, the better.
If prometaltech has their own formula, not so great.
Prometaltech would likely never send business our way - except, if case, to use IP.
However, and if relationship is good and they are using Eontec machines it seems, Li(LQMT), may send some business their way... making sure IP stays whole.
Software like business - scales, fast. What is slowing it down is general lack of knowledge in marketplace and "factories" that are set up.
They all remain in the Maze, which CCP has heavily invested. When they see the market needs grow, they may unlease the "mfg package" to the globe - tbd, imo.
Engel is competitor now.
Uber buyer...
Gonna take out the asks...
500k flicker
Supply Chain Issues - Liquid Metal and ASUS
Interesting that the BMG part was the issue - seems like capacity is key to Apple. And advanced planning... if they plan on selling 10's of millions of flip phones, then they better get started on the parts mfg.
https://www.xda-developers.com/asus-zenfone-7-series-less-likely-face-shortages-like-zenfone-6/
Hence the recent investment into a Special Purpose Entity "SPE".
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=161006414
Mental Impressions..
It seems Prometal Tech has their own formula? Or is the ASUS a LQMT formula?
Tough to say anymore..
all good. I dont pay and I can reply, odd.
I was just wondering cause I have no ability to do so nd didnt understand it. Good luck with work, something will shake out!
Using what material?
They can be made by anyone(we'll never get paid on the mfg side) but if the formula is LQMT/EONTEC PLA IP, then we get paid?
This is how most all of our contracts will end up - while we were direct sales on the current medical deal, we were not the mfg.
Yihao is going to make $ as contract mfg
LQMT will make money as the IP/product delivery
This is likely how most all deals will be structured if we bring the deal to the table(a bit better margins but as stated in one of the 10k/10q, Li has a major conflict of interest in this scenario) - even Apple, if such to be the case. Maybe they take the contract through LQMT USA for law/IP reasons but Yihao will be getting paid as mfg. - either through LQMT(which would make our revenue quite large but not likely) or directly from Apple with licensing staying through LQMT USA(most likely).
So, we can put our licensing packaging through anyones shop floor that has the ability to use our material and create product. As long as Li and Eontec(with CCP as a decision maker since they own a large chunk of company) will sell the package(machines) to mfgs, globabally.
If ProMetal Tech can make a product with LQMT IP(where we get paid), even better. More scale. Sell as many camera brackets as possible using the IP. This goes for any product in the world. If we can maintain IP/Licensing in majority of market(while mfgs start purchasing machines to do so) because the material is that good, then the business can scale very fast and very large. Its literally like a software company then.
So, do we get paid if the ASUS phone is sold in USA?
As simple as that is as a question for a company to answer, its quite difficult to get an answer.
whats up with the reply to "None"
Parallel License Agreement
https://www.sec.gov/Archives/edgar/data/1141240/000143774916027548/ex10-2.htm
PLA Question
We know the PLA excludes 106c because this was created after the execution of the PLA, or at least this is current hypotheses. The PLA also excludes CE - so, question is, anything CE that is mfg with 106c, outside of Apple, can be sold/imported/exported to USA without royalties to LQMT since the PLA states No-CE?
ie; ASUS phone using LQMT - this would yield no revenue to LQMT USA?
However, no-CE means that if Apple wants to use 106c, based on CIP, will have(likely be case) to come to LQMT for use and mfg with Yihao?
Where do you see this debt securities financed?
Are we looking at the additional cash put into debt securities?
After a decade of consolidation...
PLUG
plug went from a $100-$200m market cap in 2013, trading in $0.30's to a 30b market cap today..
markets do super irrational things..
However, DC's have become the mom-n-pop stores and PLUG just so happens to have the best solution to replace lead acid..
Li and NASDAQ.
While I have been disgruntled, for good reason imo, with much of the IP been soaked into China and many places that we cant see, I do believe Li wants to be a NASDAQ company.
With him seeing all these ADR's and various other Chinese companies trading on NASDAQ and on USA exchanges, I believe his legacy will be exactly that - getting the company on the big board.
I do hope its in its current state - ie; no more dilution or capital raise, etc.
At 100m, and the valuation of various other companies becoming obscene, there is no reason the first stop can be a 1b market cap, in 18 months, if Apple hinge is real.
GTSM/CDEL
Transparent liquidity - done flickering. Saying, hey, come get the stock and Ill go away - were here til $0.13 as stated in premarket..
Do you have a quick synopsis?
I will say this..
The way Li(if this is the person behind these moves) is playing this, he simply wants his materials in all deals. He is setting up the playground and going to sell tickets to get in. The way I see it..
Lets just hope LQMT USA is his main gate.
While I always thought a USA mfg would see the light for setting up shop with machines, it seems he is taking this lead and getting a major headstart on the market, clearly.
If Yihao (which is basically Eontec), is going to have 90 machines, I am assuming this new entity will rent space on the floor with "technical operation license" and 30+ machines under this license owned by this JV. Yihao will have 120 machines total which equates to roughly 60 million parts, annually. 30+ will be jointly owned under Ningde Sanxiang Zirconium Magnesium Industry Equity Investment Partnership (Limited Partnership), if I understand this correctly. I would assume they wont be putting these machines in a new facility but rather just expand space on Yihao floor. This does provide for answers to how is Yihao going to have capacity for Apples quench for volume.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160812150
I don't know the exact vision yet for LQMT long term..
But do believe CCP was behind much of the support of Li when making acquisition and bringing the IP back to China..
But I don't believe anyone else(Country or individual) could have done it - China's ambitions are carved in stone, at all costs.
I do believe the IP has now been absorbed in many Maze firms..
I also believe Li wants to see LQMT on NASDAQ believe it or not...
While the plan played out much different than I wanted (with USA taking center stage), the investment into Eontec by CCP was the key event that said this technology is going to change the world. And they knew it.
Lets just hope that Josh is right and the 106c formula is going to need a license deal with Apple..
The other parts of the MTA are so ambiguous at this juncture, I am not sure what to believe there..
Im giving away secrets...
But I am not selling - holding out for Apple hinge. If true, the move will truly make ones head spin...imo.
All it takes is about 450+/- holders of 1m+/- stock to tighten ship.. likely already tigthened down.....
Liquidity will dry...I believe this is where we are... drying liquidity..
Market testing liquidity... no one wants to buy into a dark pool...
while the real stocks with high volume(liquidity) do this in a electronic vacuum(latency), penny traders, with sophistication, can too but less automated. Toss some easy shares at bid/ask, to see if bid/ask changes in size. If not, then you know something.. may have to do this multiple times to find true stack..
It happened all way down to $0.10, then liquidity flickered(800k on GTSM - if you refilled your coffee you missed it) around 130-230pm... and brought it back up 10% by close..
Uber buyer lurking...
playing MM down - watch CDEL/GTSM on Ask..
This is not a dead cat bounce - volume is too symmetrical. No high flying volume days but a consistent network of buying, imo. Secular shift type move coming, imo.
With trading algos, this is the deal until its not and some news event or short interest destroys the math.
Penny stocks less so but yes, interesting analogy below.
This is not their playground.
But, the stacks and pre market are real on pennies. Notice GTSM/CDEL - when they are gone, the price can test highs of $0.125-$0.13.
They will til their stock is gone.
This is why the computers win, most always. If you have an automation desk, you will always have algos indicating if the activity is real or not. Based on density of trade vs. actual bid/ask. Ie, if my computer is reading and recording the data log of the system and it says there is 10k stock but it keeps passing more, then I need to slow down my buying. Known as latency effect. They will read the trade coming in and quickly fill more than what is indicated.
When you get into TSLA type trades, etc. - massive, uber speed, next to exchanges, serious type computer battles occurs. All computers, all day.
MM's pass small increments in pre-market(illiquid trades more often) to signal to large(stacked and simulated) buyers that they will be bringing stock in these prices. Usually, its the seller buying from their own stock. Indicating to market to "come and get it". Hence GTSM and CDEL with simulation trades right now(ie; showing 5k/10k asks) but every "hit the ask" fills more than 5k trades. Hence, "stacked" and "simulated" with "dark pools" of stock. But, they do flicker their stack on asks when "simulation" occurs. Ie; x trades within x minutes/hours; therefore, "activity" occurs; therefore, show my stock to let the buyer know she can have it all if she wants. Otherwise, revert back to simulation. Computer games.
If you noticed, stock showed up during day at these prices - indicating the MM will move the market in this area next and see what kind of supply/demand occurs. Which is exactly what happened during day.