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I doubt LQMT gets $5 a hinge... Those are all in increments of $0.05 starting at $0.10.
I'd imagine the hinge will only cost $5-$15 per hinge, at cost.
At the bottom ranges, this still makes LQMT a $1b+ market cap, yes, based on revenue value imo.
Apple Foldable Phone Sales
Lets say 106c is the hinge for Apple foldable phone and LQMT(Liquidmetal) is still in the mix for license revenue. Lets just say Josh is correct and this is all true.
Link to Iphone sales
https://www.statista.com/statistics/276306/global-apple-iphone-sales-since-fiscal-year-2007/
This is serious stuff - and this is recurring, not one time.
At this point, what is "value" of LQMT with an Apple contract - this is simply for Foldable Phones. Not watches, not air tags, or computers. Nor automobile parts..
Is this related to 5yr Development Period/PLA expiration?
Has Apple, in certain terms, been played by Li to say - "look, but don't touch, taste but don't smell"...there is much of this language in here regarding CE, 106c as you have stated, which still needs to play out via revenue for me to believe that man just walked on that water.
It seems this bodes to the idea of keeping the IP on USA soil through CIP cookie jar while utilizing Eontec as the master of the puppets in order to execute the feasibility of it all, under a contract while keeping Li to hold a final ace that he can keep(USA IP) - all done by a small miniscule % on billions and billions and billions of yearly revenue, forever(perpetual).
This whole CE thing needs to play out, one way or another and Apple/LQMT/Eontec need to come out and say it, imo. Celebrate the advance if you will in front of the world. Or shut the door behind them.
If liquidmetal truly is going to be embodied in Apple and CE revenue will flow to LQMT, $1.00 is easy as the shareprice will simply dislocate from these miniscule pennies and value itself to the reality of the act that occurred. $1B market cap for something more tangible than some grow houses in a midwestern field.
What kind of phone is that at the bottom of the phone/wallet stack on table? OPPO?
If we are seeing Hyundai now move on market news regarding cars, and 3d printers making obscene bottoms, if LQMT is going to be a license play, like a software company(adobe perhaps), with small overhead, large,large and fast,fast markets evolving and constant deal flow(cause you just sign papers and send the recipe's), this could put a serious floor on stock, bring it to Lugee price + based on simple capital investment/market emergence. As a simple metric for, Lugee is smart, Lugee is real and here to keep USA LLC, out of HK, a real deal.
I would also say that I just wish I could get a better sense of how this PLA/MTA is going to work - in all markets, and in CE; specifically.
Again, I dont know what mental impressions are soaked up re; IP and advancing the material in China vs. USA, and LQMT involvement and advancements. I get the silence for competition sake but itd be nice to hear from Lugee as the CEO.
Software companies are always updating v.1.2.3.4. Now, hard materials are quite different and LM105 and LM106c are dialed in via a serious filing cabinet of IP. But how does LQMT evolve with market, USA version.
The question begs: How do we get paid? To see a deal struck from licensing, not contract mfg/OEM, is going to be a telltale sign. Perhaps the Eutectix is a start but Apple, and others, aren't going to be as sincere about the contract.
I must say, you clearly know your stuff.
As a long term believer/shareholder/"dis-gruntler"/accumulator, I really hope, and I don't like using that word in investments, that much of what we have seen brings a revenue stream, multiples of them, to us.
I'd like to see some PR from LQMT and Apple, or other that starts to vocalize and "materialize" the market for LQMT.
How is this related to LQMT?
Volkswagen
This is all great, am a believer...
I just hope that they have enough cash to get there and be a part of it rather than watch the equity get smushed to 0.
Seriously?
that jump on the stock was based on PR hitting wires and general unknowns of the contract terms/conditions...
which then came back to earth on fact that apple took advantage of the financial situation LQMT was in to secure BMG in CE.
Very apple like...
Things have become almost impossible now to figure out if Apple is ever going to pay LQMT...
Apple is not a USA mfg friendly company.. they say one thing/do another..
Yes, just me.
Likely a $1Billion dollar question..
LQMT trades at $100m with $1.2m in revs. In order to get to $1B, it would need $100m in revenue, trading at 10x rev.
So, its either a $100m Q or a $1B Q.
Either way, crickets..
Its still wildly speculative the CE market for LQMT..
Apple Patent:
Hinges
https://appleinsider.com/articles/20/12/03/articulated-hinge-structures-for-foldable-iphone-detailed-in-new-research
https://timesofindia.indiatimes.com/gadgets-news/apple-patent-hints-at-foldable-iphone-design/articleshow/79568049.cms
could be old news..but I would say Apple is behind the curve anymore..
The foldable Samsung phone is eating marketing share..
Anyone know if the recent dental deal is 105c or 106c?
"Since July, we have delivered 10,000 parts per month to fill a customer pipeline for a dental application"
https://liquidmetal.gcs-web.com/news-releases/news-release-details/liquidmetal-technologies-reports-third-quarter-2020-results
The only one that matters, the recent dental screw/implant that actually has real revenue..
Anyone? Is the dental deal 106c or 105c?
Is the recent dental application 105c or 106c?
As if this will stop the "Mental Impressions" of those who dissected the IP..
Is Josh divesting his LQMT based on CE not being tangible anymore?
Wait, so you are now bearish on Apple and LQMT in CE?
Fundamentally agree.
Bodes well while waiting for the whale..
Automotive Q1 2021 next, imo
Automotive in q1 2021 - with a substantial difference in revenue/part output.
The report, while not Apple, shows real revenue. Buyer here.
The Apple whale contract is a whole different thing... it would catapult LQMT into stratosphere. However, the contracts with the PLA and confusion of it all, is extraordinarily difficult to ascertain.
if two more similar sized contracts show up, we could be on the brink of profitability with $1M a quarter in revenue..
See previous post... this has happened... next, auto and ConMed advances..
probably around $3.5m +/- $500k
The revenue stops cash burn by 30% ish..
10,000 units a month - market is happening... $327k a quarter is a good ... = $1.2-$1.5m in revenue/year - its a start..
Nah nah - look at essence, its there. The societal changes in mfg methods, that machine is simply a larger version of a Eontec/Yihao. No connection to actual business, just essence of macro changes in mfg environment. Tea readings.
Basically LQMT process but on a larger scale..
https://www.teslarati.com/tesla-model-y-giga-press-assembly-video/
$10m USD, lets see how its carved up.
How it seems is how it played out..
As described before - stock is simply a derivative trade, like an option. Doubles or gets cut in half.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=155922911
Next stop $0.22-$0.28 after consolidation if its going to keep momentum.
$10m USD - lets see what kind of split shows up to LQMT USA, if any.
The maze is so confusing, as Yihao is simply Eontec but with an arms length. Its great to see the tech growing in use but almost impossible to understand if we will actually get paid due to the PLA excluding CE yet its clearly being used.
On that note, Apples insurance policy for all things IP and China with relation to AMM is LQMT as contract vehicle.
Apple will happily pay a couple pennies for every injection in order to keep all things IP in a court where more players are USA based (LQMT/APPLE) than (EONTEC/YIHAO/FOXCONN). The strategy would likely be to use as much of LQMT as a contract balancing act for USA IP law.
Yihao is Eontec
Money is a big motivator - at some point, he'll realize he needs to absorb it, unless Apple says no and does it for him.
At some point, LQMT gets bought. imo
LQMT is Apples USA IP conduit.
All contracts go though LQMT, imo. This is what/why LQMT was saved from China.
After all, we are in the midst of the "homeland" generation, gen z.
stock doubled, as stated - now what?