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How bout who the customerS ARE?
Hmm...."iPad Smart Cover" will also be a power bank
Wonder how apple would charge up this "Smart Cover".
Please don't tell me it has a power cord.
Mini iPad is an iPhone.
Hmm....no wonder iPhone 12 has to be ultra thin...just to absorb thickness of the iphone bumper case with a flip cover (which is also the power bank)
Wonder what material can be ultra thin and yet super strong and RF transparent.
BTW here's the MTA clause on CE accessory
any accessory that is the same or similar (in Apple's sole discretion) to an accessory made or sold by or on behalf of Apple (regardless of when Apple sold or started to sell such accessory, including after the Closing Date) that is suitable for use with any Consumer Electronic Product.
Territorial rights are part of the MAIN contract and it will form the BASIC foundation.
CE is one of the many Field of Use Restriction (Appendix C) of the Licenses granted (Appendix A and B) as defined in the MAIN contract (which pre-define territorial right)
New Development (such as 106c) are not part of the documented shared IPs (Appendix A and B)
Home Run rumor NEEDS TO COME FROM JUICE.COM
Home Button rumor was everywhere
Only thing for sure is following:
Eastern OEM (Huawei) to Eastern market. It goes to Eontec
Western OEM (Apple) to Western market. It goes to LQMT
For East/West crossing, it can be one of two choices.
Choice A
Eastern OEM (Huawei) to Western market. It goes to LQMT
Western OEM (Apple) to Eastern market. It goes to Eontec
Choice B
Eastern OEM (Huawei) to Western market. It goes to Eontec
Western OEM (Apple) to Eastern market. It goes to LQMT
Not a bad choice, one way or another.
Asus initial order was not with Eon. There was not a single whisper there.
With that being said, Asus has seriously production yield problem (with Prometaltek??) with “gating” cleanup (post processing).
Micro Hinges composed of many many small parts. They all need to have clean finish in certain area to avoid interference between parts.
Eon has similar difficulty (with post processing) when apple demand mirror smooth finish for “concave” mid frame.
Recurring in any sector is significant even in military order.
With that being said, recursive CE will be HEAVEN. Remember the Home Button rumor??
I stated non pandemic assessment
Ask yourself the following question
Will LQMT ever “slam the door” in CE via “explicit PR” stating “Apple out forever and will yet can lock out competition”?
This is not the same as the repetitive clause that has been in every 10K since 2011.
If NOT, then the floor is FOMO (non pandemic) price of 10 cents with “mfr USA” shut down. With bare bone G&A expense, cash pile (4 cents) will hold and will make the floor to 14 cents.
Q3 revenue forecast will simply be new floor (since it will be recurring) ADD ON
One should add 5 cents minimum just for any form of nonCE products.
In another word, 19 cents will be “bear” minimum PPS.
CE Unicorn can extrapolate a $1-2 “spike” on any CE PR.
IMHO.
Always gamble with what you can afford to lose.
Seem to have problem with the Pic with translator on
https://baijiahao.baidu.com/s?id=1658495338371290987&wfr=spider&for=pc
LiquidMetal Batting Order
Lead Off : Bill Johnson, BMG Legend
Cleanup : Lugee Li, CEO of Eon and LiquidMetal
On Deck : Gao Kuan, GM of YiHao
Keep in mind ME TOO will be flooded in for all products idea in all industries.
ONCE
BMG is commercialized
PICK SIX TEST will always welcome on any product idea.
NOTE PH failed miserably with PICK THREE.
https://www.liquidmetal.com/material-properties/
In medical world, incumbent is SS and Titanium.
Let's identify a few medical instrument that is ME ONLY compliant.
Why not all industry segmentS?
Perhaps there is a reason just partial completion of all tests in all conditions.
Outside of implantable, not too many medical device needs more than 24 hours duration use case.
Didn't someone just bought 50,000 sets of LM Bridge Pins?
Value of a WHALE
That is not correct.
It says it has financial transaction with LQMT. I assume that is via YiHao as CM.
It also says it received royalty payment from one of JV partner
Price vs Volume vs Event
Base can comment much better than I do.
https://ih.advfn.com/stock-market/USOTC/liquidmetal-technologies-qb-LQMT/chart/trading-view
July spike was the leading indicator.
Chinese Investors are chartist.
Chinese Investors have everything to do with Tesla stock price.
Chartist track against historic pattern.
Chartist however cannot predict event.
November Rain......
Rich Uncles and what does this have to do with LQMT
Here's a successful story (just for reference)
This post can be misleading.
Let's break this down carefully. It is actually two different JVs for CATL. Eontec is involved in the second one (which does not reflect Cathode involvement). I believe Eon JV is for Magnesium Alloy (targeted for Battery Case). Tesla is in the loop of this one for Model Y (unibody battery case)
CATL to set up cathode material joint venture with subsidiary
Tuesday From Gasgoo| September 03 , 2019
Shanghai (Gasgoo)- Chinese battery provider CATL and its subsidiary Guangdong Brunp Recycling Technology Co., Ltd. (Brunp Recycling) plan to build a joint venture focusing on cathode materials, the battery manufacturer announced on September 2.
The joint venture, dubbed Lingbo Brunp CATL New Energy Co.,Ltd, involves a total registered capital of RMB3.6 billion, of which RMB1.764 billion and RMB1.836 billion were subscribed by CATL and Brunp Recycling respectively, according to the announcement. All capital will come from the parent companies' own funds.
Registered in Ningbo, Zhejiang Province, the joint venture features a business scope covering the investment in new energy and new material industries, sale of battery materials and relevant materials like nickel and cobalt as well as the R&D, consultation and transfer of related technologies.
CATL said the latest investment accords with its holistic development strategy and will help itself consolidate the supply of cathode materials.
The Ningde-based battery giant holds 28.57% stake in Brunp Recycling, which works on manufacturing, processing and selling battery materials, according to the company information search platform TianYanCha. Its businesses also include the development and transfer of battery recycling technologies as well as the sale of products and accessories made of nickel, cobalt, copper, cadmium and other metals.
CATL is strengthening the investment in battery materials with its business expansion. In late August, it signed a framework agreement with three automotive material and component suppliers to build a joint venture focusing on magnesium alloy material.
Aside from CATL, the other three shareholders are Dongguan Eontec Co., Ltd, Sanxiang Advanced Materials Co.,Ltd and Jiangsu Vansun Group. The joint venture is to involve a total investment of RMB2 billion, of which 25% capital will be subscribed by CATL.
Located in Shouning County of Ningde, which boasts abundant water, electricity resources and magnesium reserves, the joint venture is designed to be a first-class magnesium alloy manufacturer, making use of four parent companies' industrial experience and expertise and Ningde's local advantage in new energy vehicle industry and relevant supports policies and facilities.
Here's the original detail feed
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=150459342
Apple Inc. used to be Apple Computer Inc.
Eontec's LiquidMetal Industrialization is getting better....
http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fdaohang.yungongchang.com%2FNews%2FDetails%2F65619
OTW posted it.
I just put a translator “shell” over it.
(PAST) Problems of Liquid Metal Industrialization
It is a fact that the liquid metal industry has not developed, and that the enthusiasm of various manufacturers has not diminished.
In the past, "losers" are not uncommon on the way to explore the commercial use of liquid metal. In the early years, it was reported that BYD was developing liquid golden millet batteries, but it was not known how it was later. Now it has already gone far in the commercialization of lithium iron phosphate batteries. In 2015, Apple obtained two new patents in the field of liquid metal, which once brought hope to the industry, but in the end it was nothing.
Behind their inability to drive the development of liquid metal, the key is that the technology and manufacturing process of the liquid metal industry are not mature enough.
Judging from the 60% yield data released by Changzhou Shijing, the current technology of manufacturers in material research and development, equipment development and process optimization is still somewhat insufficient. Some people in the industry have also pointed out that the liquid metal preparation process and equipment quantification method are not perfect, and the lack of supporting resources will greatly restrict the industrialization and large-scale application of liquid metal.
THIS WAS PROBLEM IN THE PAST. IT DID NOT PREVENT THE INVESTMENT BACK IN 09/2017
http://translate.google.com/translate?hl=en&sl=auto&tl=en&u=http%3A%2F%2Fwww.wjyanghu.com%2Fyhw%2Fhotspot%2Fwjxw%2F2017-09-30%2F32606.html&sandbox=1
HENCE THE SOLUTION TO THE PROBLEM
It can be seen from the technical patent directions of various companies in the past two years that they actually have this concern. Among the approximately 30 patents applied by Changzhou Shijingsheng, apart from product design patents, other patents are focused on the improvement of process and material technology. Among them, the number of patents used to reduce costs, speed up production and increase yield accounts for By one-fifth. The patents applied by Yian Technology in the past two years are more focused on equipment design and research and development, but the purpose is also obvious, focusing on increasing the production capacity of a single device.
Road to Commercialization
Material Research and Refinement:
Low Cost
High Availablity
Recylable
Machinery Design with following requirement:
High Yield
High Thruput
Net Shaping
Design For Manufacturability:
Robotic Automation
High Utilization
Adopt to Design Guideline
Field Application Engineering
Win for Long Haul:
Establish Customer Loyalty
Willing to lose first win later
Establish Branding
IP Protection
ECO System Establishment
Huawei's folding screen has increased, and LiquidMetal has gained momentum
http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fwww.arfgc.com%2Fr-d-50749.html
LiquidMetal, a key product material, has entered industrialization
http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fdy.163.com%2Farticle%2FFJRITHS505434IXV.html
The cost of Innovation for a Leader
When R&D enters the world of no one, when market applications are blank, the success and failure of each step of the exploration are precious. The industrialization of LiquidMetal is the epitome of the development of thousands of new materials, and its commercialization model is worth pondering.
Whether it is Automobiles or Consumer Electronics, every step of the expansion of the market space depends on the end manufacturers' knowledge and recognition of LiquidMetal technology. The active participation of new material R&D personnel in the development of downstream products is crucial.
We believe LQMT
Quote:
The Company’s revenues ARE derived from i) selling bulk Liquidmetal alloy products to customers who produce medical devices, automotive assemblies, sports and leisure goods, and non-consumer electronic devices, ii) selling tooling and prototype parts such as demonstration parts and test samples for customers with products in development, iii) product licensing and royalty revenue, and iv) research and development revenue. The Company EXPECTS that these sources of revenue WILL continue to significantly change the character of the Company’s revenue mix.
e.g. LOCKHEAD might be back.
Don't rule out ANYTHING.....
IPhone 12 Mid-Frame design leak
Although the release time of Apple's latest flagship machine is still in uncertainty, recently many discussions have been on the configuration and launch time of the iPhone 12 series. However, the configuration details exposed on the network are gradually determined. Recently, a well-known overseas source revealed that the arrangement of the rear camera of the iPhone 12 Pro and spy photos of the middle frame design have been revealed, and that there will be a LiDAR scanner. As for the material of the back cover of the fuselage, it is likely to adopt matte and bright surface design. It is worth mentioning that the number of openings at the bottom of the four models of the iPhone 12 series will also vary greatly.
Judging from the spy photos of the middle frame of the iPhone 12 Pro released by well-known overseas sources, the color matching spy photos of the middle frame are the previously exposed "navy blue", and the mute button, volume button and power button are arranged in the same way. The same as the previous generation. However, the edge of the middle frame of this stainless steel material has no curvature, which is very similar to the classic design of the iPhone 4. At the same time, from the hand holding the middle frame, you can see the size of the body and the opening of the camera part. It is also guessed that the iPhone 12 Pro will be equipped with a 6.7-inch screen, and it can be confirmed that the camera is still in a triangular shape. Arrangement. In addition, the LiDAR scanner and flashlight are also located on the right.
Earlier, it was reported that the iPhone 12 series all use AG matte material back cover, and from a poster, you can see that the four versions of the new machine have two different materials. From the current point of view, the 5.4-inch iPhone 12 and the 6.7-inch iPhone 12 Pro Max are matte material back covers, but the camera is a shiny design, as for the 6.1-inch iPhone 12 Pro and iPhone 12 Max are shiny The back cover, the camera is matte texture. In any case, the overall appearance of the iPhone 12 series will usher in greater changes.
In terms of appearance, according to the exposed renderings, it can be seen that the bottom openings of the four versions of the iPhone 12 series are also different. First, the 5.4-inch iPhone 12 has four holes and two holes on both sides of the Lightning interface, while the 6.1-inch iPhone Pro and Max have three holes and four holes. Finally, the 6.7-inch version of the iPhone 12 Pro Max has six holes and four holes. Regarding the different hole positions, I believe Apple will also add different functions.
Finally, among the four versions of the iPhone 12 series, two of the 6.1-inch versions are made of shiny materials, which also makes many professionals say that this version will be the first to go on sale. As for the 5.4-inch and 6.7-inch versions, they followed closely behind. However, it is currently speculated from the perspective of production that the same process components will also improve shipping efficiency. However, the foundry has exposed before that a dark blue version really exists, so friends who like this version can pay more attention.
https://3g.163.com/news/article/FJAIJPMJ0511DIEA.html
Definitely seeing all the "grooves" as predicted by Ming Chi Kuo.
Please provide link for this pic. Perhaps other image from different angle can tell more.
I believe LQMT.
Our revenues are derived from i) selling our bulk amorphous alloy custom products and parts for applications which include, but are not limited to, non-consumer electronic devices, medical products, automotive components, and sports and leisure goods; ii) selling tooling and prototype parts such as demonstration parts and test samples for customers with products in development; and iii) product licensing and royalty revenue.
Gross profit = Earning
Stock Price = Earning * PE Ratio
PE Ratio for Tesla >1000, it was negative for most of its historic past.
Wonder what should LQMT PE be.....it was negative for most of its historic past.
Time will Tell.
Just for Reference.....GM PE Ratio is 13.6