I believe it is 80 grams not ounces.

The part looks thin. I believe it is within the 80 gram limit. Hauck said parts can have 1mm wall thickness, so they can be pretty big and still be under the weight limit.

IF the canards are accepted they will go on exactly zero rockets. The canards are designed for the Lockheed Martin EAPS only and this project is not funded. They can test the canards this spring and say, "cool that worked", then shelve it until the government funds the project. Don't hold your breath.

I would like a 2 headed LiquidMetal coin. So I could start winning some of my money back.

Correct. Point taken.

Oh really, If you do you would know that they are not "confidentiality agreements". They are know as NDA's. "Non-Disclosure Agreement"

The LM canards are small. They go an a supersonic rocket that is about 3 feet long. You don't need much surface area at these speeds for control. The size is roughly that of a silver dollar. Well within the 100g limit.

We are still at the 100g limit for parts. There is no secret project pumping out larger parts. You will see a sub 100g part commercialized before you see a push to increase the 100g limit.

btw A face mask is not a good application for LM. It weighs more then carbon fiber and you can't lay it up over a 3D print of a face scan. Plus it goes "ting" when hit. That would drive LeBron crazy.

You are correct. It was in reference to revenue. But, LM may see revenue from an Apple product. Tom, has never come clean on what revenue, if any, LM could see from Materion or Engel sales.

My big take away from the CC was, LM105 not patented and that LM will likely not be in any Apple products this year
They are not allowed to announce any parts that will be used for Apple because of MTA with paragraphs regarding closeness until Apple will do. That's it!
Yes, I am fully aware of the fact that LM will never announce an Apple launch in their CC. That is why I said read between the lines. Once again we will not see LM in Apple product this year. Hope I am wrong, though.

Tom said there is really no drawbacks to the LM105 as compared to the original LM-001b. If so why would anyone buy the beryllium formula.
Of course there are some. Ask the medical industry and some branches in consumer electronic as well. His answer I guess was more mentioned to technical and mechanical characteristics.
Please tell me why I would risk buying LM-001b with beryllium in it, rather then the LM-105 version. Certainly the medical industry will not be interested in LM-001b. What is your point here?


Tom also mentioned that he believed you would first see LM used in a Medical, Aerospace or Military product.
Yep - and medical could also means Apple as we had to learn in latest days.
There are no credible reports of Apple getting into the medical market. Only that they're working with a hearing aid company on a device that will link to iPhone, but this device has no LM. Actual medical devices that would use LM are way outside of Apple's Wheelhouse.
I stand by my predictions. We'll see at the end of this year if Apple does anything with LM

Due to my position in this stock, I reluctantly agree. You make some good points.

My big take away from the CC was, LM105 not patented and that LM will likely not be in any Apple products this year.

Tom said there is really no drawbacks to the LM105 as compared to the original LM-001b. If so why would anyone buy the beryllium formula. I tried to ask this in the CC, but I never got out of the queue. Also, if the LM-105 is not patented what does LiquidMetal have left? The sheet Patent?

Tom also mentioned that he believed you would first see LM used in a Medical, Aerospace or Military product. If you read between the lines. Don't look for an Apple use LM until after we one of these other markets launches a LM product. My guess is the clamp will be our first product. The Canard is dead. The project is unfunded and with sequestration and current budget woes, it would be years at best before this project gets the nod.

I have bad feeling in my stomach about our future. On the bright side it looks like our bleeding has stopped around .26 today.

Please explain the similarities to a Bio-tech start-up. LQMT does not fit the definition of a start-up in my book.

How in the heck can anyone put numbers or time frame on a prediction??

Wow, the above is a very telling statement. I wonder what Warren Buffet would say about that. Do you honestly believe he is throwing darts. Big successful investors always do the math. It is required you put numbers to your prediction, otherwise it is a wild guess at best.

"I would think a metal that can be used worldwide with many patents far exceeds the potential
of the other company."

Actually, LQMT has much less potential then PLUG. PLUG is an energy play. Nothing happens with out energy. Look at the Forbes fortune 500. 50% of the top 10 companies are energy stocks. None of them are Materials companies. Let's keep the LQMT pump in perspective.

Ask yourself why your toaster is not made from Titanium when it is so superior to steel. Answer: cost. This will be the same for LQMT.

I hold a significant position in this company and want it to succeed, but lets be realistic in our expectations. With all the dilution it will be very difficult for this stock to get above $1 anytime soon.

Like

"What patent does snap chat has 3.5 billion?"

Here is one.

http://techcrunch.com/2013/06/21/snapchat-has-a-patent-that-could-help-it-become-the-defacto-camera-app/

Also, SnapChat has millions of active users. If Liquid Metal had millions of customers wanting to make proto-types, then I would say it would be in the billions.

You need to realize LiquidMetal is a company that will grow when actual physical parts are made. This will not behave like an internet stock. Manufacturing companies grow much slower.

Agreed. I'm being optimistic. After all, I am invested in this stock.

"If the company were sold to Apple (or anybody) tomorrow, what would be the price? What IS the value of the your company. Basically, the patents, isn't it? "

Looking at what Google paid for Motorola may shed some light on this. Google has sold all of Motorola's bit with the exception of the patents they deemed important. They valued these patents at 5.5 billion (see 10Q). Liquid Metals portfolio is about a 100 times smaller, so that would put us at 55 million for the company. I would say since the buzz LM has enjoyed lately this could be inflated to 300-500 million. With the dilution we would be under $1.00/share.

I am sure many will dispute this, but please back your disputes up with numbers. The fact is no one is going to spend billions on this company.

http://www.sec.gov/Archives/edgar/data/1288776/000119312512440217/d400524d10q.htm

"So, with the "non beryllium" Liquid Metal, and now 1/10 the cost....what does that tell us???
What metal can it replace?? ALL METALS...AM I NOT RIGHT??? And maybe SOME PLASTICS....
before this news...some projected the potential in the several Billions...in sales...now that the Berylliam is out..and its 1/10 the cost to produce....imagine the market value now. "

Slow down Sandy. You suffer from irrational exuberance.

First lets address your 1/10 claim. LM ingots will not sell for 1/10 their current cost, even if there is and equivalent material savings. This will be a high margin product and not all material savings will be passed onto the costumer until there is more competition.

This will not replace all metals, it is still way too expensive. Did titanium replace all steel? It is much stronger then steel and doesn't rust. Why are cars not made of titanium. 95% of all steel applications are still steel not titanium. Liquid Metal will replace a small amount of the current material market.

I am in this stock and of course want to make money, but be realistic with your predictions. Liquid Metal will not be a fortune 500 company. At least not by licensing several formulations of one product. Look at the top 500 companies, this does not happen.

This was not done to reduce the cost. You can't use Beryllium for implantable medical devices. My guess is the new alloy will cost more than LM-001b.

So, will this new LM105 alloy fall outside of the Crucible umbrella since the agreement expired? Any thoughts? Could LiquidMetal patent this and use it in electronic devices?

I know it is geared for medical since FDA won't allow Beryllium to be implanted, but may be just as good as LM-001B.

With the fear in the markets as has been shown, to me its amazing that LQMT remains above 30.

Uh ooh. Looks like it not going above 30 for awhile. I should have warned everyone that I added shares a couple weeks ago and this would most certainly cause a drop in share price.

Market down 300 LQMT holds up big time

Ummm, The markets are down roughly 2% and LQMT is down 7.6%. What math are you using?

Multiple websites do complete tear downs and supply chain analysis of all new Apple products. If LM was used in any other Apple products we would know about it. I wish it was, but sorry to say it hasn't.

Flood molten Tin with Nitrogen and add magic pixie dust. This will be trial and error process. 3-5 years out.

The Engel machines are modified all electric IM machines. You don't develop these machines for a specific industry, but for the material. This machine will spit out parts for golf clubs, canards, iPhones or Tickle Me Elmo's. It is blind to the CE market. That is, if it works.

Watts, is right. No way this is LM. Sides of part have no draft. This part was not injection molded. Looks to be machined aluminum with bead blast finish. MHO

Since I have the right to post about LQMT, it is my opinion that the management at LQMT are doing an excellent job. This opinion is formed by the current pps of LQMT and the SEC filings put forth by the company.

Using this analysis one would surmise that Enron had excellent management.

Exactly my point.

iPhone 4 and 5 are made from Aluminum and Apple doesn't care that there are crappy golf clubs out there made from Aluminum. They didn't care then, they won't care now.

IF LM is in the iPhone 6 they won't use the LiquidMetal name to market it. Just look at the use of Gorilla Glass. They did't care much about that trade mark. Why again do they care about LM name? There is nothing in their past that points in this direction. If there is please enlighten me.

I don't see a reason for Apple to buy LM. The current iPhone is made of Aluminum and they don't seem to care about aluminum golf clubs. I haven't seen Apple buy material company's in the past to keep them off the market. They do this with software, but haven't seen it for a material like LM.

That said, I thought you were completely high for saying stock would be at $0.30 by Wednesday.

That would be Tony Chung. I have noticed that in the past year every time the Share price spikes the outstanding shares increases.

LQMT Market cap has gone from $20 million in July to $90 Million today. Ask yourself who has that extra $70 million? The retail investor????

These parts look to be from a trial run of the tool. Looks of tool marks and rework visible. AS for Liquid metal I can't be sure, but would guess it is not.

1. If you look at the side view you notice the edges are still quite sharp. This is good for CNC machining, but not for molding. You would want a radius on this edge to add in part ejection. Also, Jonny Ive has had to deal with the squareness of machining for several years now. He will be itching to put some curves back in his phone.

2. I modeled up a rough case size for 4.7 inch screen and using LM density it will be near the 100g mark. The wall thickness will need to be less then 1.5 mm to be under the 100g limit of LM parts.

My guess those parts are 6000 series Aluminum.

Big move today. I'm surprised this board is so quiet.

What other metal alloy has been taken up on the Space Shuttle 4X?

Ummm, Let me think. I guess since the fuselage is made of AL 2024 it has been on every single shuttle mission. So, AL 2024 has been on 131 more shuttle missions than LM. Should I be buying Alcoa Stock?

If you read my full post, you'll see, I clearly list heat as one of the hurdles for this technology.

I watched your video and it looks to be about 20 sec for a simple layer. The ARCAM A2 has a resolution of over a 100 layers per inch. So, 100 X 20 = roughly 30 minutes per inch. This is very slow for production parts.

One last point the A380 parts you show go through some post process to produce the finish you see. So that adds more time. This is fine for a product that ships maybe 25 a year.

Making molds by 3D printing is a great idea (and to be clear it is not my idea) but is has hurdles. Show me a product that doesn't have some hurdles. I noticed your A380 parts are not in production.

Current 3D printing Technology is inherently slow. Whether it is FDM, SLS or EBM you are fusing very thin layers, which takes time. I don't see this being used for Apple type volumes.

I think a better use would be to make the injection molds by 3D printing. Molds take 45 to 60 days to make and cost 10s of thousands and up. Molds are complicated and often have convoluted cooling lines machined into them. These complicated shapes are no problem for 3D printing. If you could print a net shape mold in a day or two; that would be huge. Company's would be lining up for these short lead times.

A couple issue with this.
1. The resolution of 3D printing is no where near what is needed for a finished mold. Maybe you could print rough mold and finish with minor machining an polishing.

2. From what I've read BMG's do not like to be reheated, they tend to crystallize. A mold will need to go through a heat and cool cycle constantly.

Just a thought.

Days to cover the shorts is 0.2. I don't see a squeeze coming.

Watts,

I was under the assumption Engel was going to flood the the molding area with Argon. Pulling a vacuum every mold cycle would be difficult and slow. Is this still the track they are on? I worry if it is.

How do you buy a stock if no one is selling? I'm pretty sure shares sold = shares bought.

The machines will need to be all electric. I doubt older hydraulic machines would work.