Eontec up almost 5%

https://finance.google.com/finance?q=SHE%3A300328&ei=Fzm3WYivJ4u-jAH7sreYDQ

Joshuaeyu - thank you for the information that you continue to share on this board. It's been insightful and helpful in better understanding LQMT.

This recent post has me confused - could you help me understand where $2.7M USD for the first half of 2017 comes from?

From the latest press release on our 2nd quarter earnings, I don't see anything that states this: http://www.businesswire.com/news/home/20170808006301/en/Liquidmetal-Reports-Quarter-2017-Results

What am I missing?

Thank you.

As was mentioned in an earlier post, Hauck basically tripled his position in a very smart way by exercising his options. It will be interesting to see what news we get 2 weeks from now.


In other news Eontec is doing well today:

https://www.google.com/finance?q=SHE%3A300328&ei=xlqTWaHaFoGx2Aa2j6ygAw

Thanks for explaining Yama, I see it. It seems like the metals industry is going through a revolution and it's coming from different places. Any potential for additional revenue sources is always a plus.

How much overlap do you think there is with LQMT? How much competition?

Just saw this - http://newatlas.com/desktop-metal-3d-printing/50654/

This is awesome technology, and I don't think it would take much of the potential market share that we have. I see Desktop Metal used for small, unique batch production, rather than true enterprise scale production.

It looks like metal manipulation is evolving and in many ways and will bring more eyes and ears to the industry.

Eontec up almost 25% this week and likely to have over 50 million shares traded - https://www.google.com/finance?q=SHE%3A300328&ei=INFKWenoM4fdjAG0xr-YCQ

50 million shares traded is over $600 million traded in a single day.

Reassuring sign that BMG is on the coattails of something big.

Does anyone have an idea what the cost per pound of raw material is?

When we look at the $1M in pre-purchased raw inventory, how many tons does this represent?

Can we then extrapolate what the average per pound price is for the finished product?

I'd like to know what multiple we can expect for the $1M investment in raw materials.

Thanks in advance.

Here is a long shot:

Li doesn't want to hold a conference call at the regular interval based on the sales that he would have to disclose on the call. Anything disclosed on the call could potentially upset one of their customers that prefers secrecy.

As Chung said, "Look to our press releases and SEC filings for updates on the Company until our second-quarter earnings call."

I liked reading your posts over the years - this one definitely. Thanks!

Yup, already did.

Are you willing to share your email exchange?

Eontec trades at approximately 10x earnings. To be comparable, we would need revenue of $70 million to hit our $.78 PPS. When will this happen?

We have room to hit 0.14.

Here's a real way to look at this:

1. Li is NOT a billionaire in USD. Eontec is worth about $690 million USD, which if LQMT were comparably priced via market cap, our PPS would be about $0.78.

2. Li could be senile and "blowing his wad" as he ages - maybe this is his last hurrah and we'll see nothing but dreams and a continuously dropping PPS.

3. If we do not see any events materialize in 6 months, we know that we've got another CEO who is "trying his hardest" to make things work.

4. The current fall of the PPS from .2525 high in the last 3 months to today should tell us that our CEO is not guarding the value of his investment.

5. There are many moving parts that Li is dealing with to make this the "global leader" he envisions. He may be spreading himself thin losing effectiveness in bringing in REVENUE.

6. No REVENUE, no PPS rise - that simple.

I found this interesting from post # 108372

Q: The future of liquid metal is the largest field of promotion of a car? A: The field of automotive applications take two or three years, we are more fortunate to have a T-prefix car prices last year began to refer to our products, the company is more interesting, it Of the products are considered both the field of automotive and consumer electronics field. Consumer electronics has a benefit, the acceptance of new things is relatively high.

T prefix I would venture to say could be Tesla.

Definitely, proof that he knows how to run a business and generate revenue. It'll be interesting to see how much he'll clean house and streamline expenditure. Chung's purchase late last year is all the news I needed - he still has his value as a bellwether!

The Liquidmetal with the $4.6 USD revenue is the Hong Kong based Liquidmetal that Li already owned. It has the same name, with a slight variation - ie, we are Liquidmetal Technologies, and his is Liquidmetal Inc. (I might be wrong on the exact name of the HK enterprise).

We have yet to see revenue from Li's leadership, but I am thinking it won't be long.

The only revenue possibility between now and the beginning of the 3rd quarter will rely on the quotes for MIM production outsourced to Eontec.

I could do that. Do you want to meet at a cafe at the campus, or around the area instead? There's Martha and Brothers at the corner of 5th.

Hello fellow SF LQMT holders.

I'm in the Outer Richmond - been in LQMT for 5 years. Been in the tech industry about 12 years.

Open to grabbing coffee.

The background of Google's CEO is interesting, particularly what he studied in school.

Not sure if the timing is coincidental to have a CEO with a material science background at Google, or if it speaks of a greater focus in materials science in the tech world that we have yet to see.

http://www.businessinsider.my/google-ceo-sundar-pichai-alphabet-search-tech-silicon-valley-2017-2/#sx3bYAakidSmkQfG.97

Seems interesting enough to share - not sure if this is something Tesla has sold for a while, or just started to.

Sign of things to come?

http://shop.teslamotors.com/products/liquid-metal-visor

I have been holding and reading posts. Adding my own post every and then.

Living in San Francisco, I have noticed that the housing market here was and still is driven by cash purchases made from cash heavy Chinese investors. A decent house in San Francisco doesn't sell for less than $1M. Chinese who made a lot of money in China are targeted by their own government looking to extract what they can from these newly rich. Investing in tangible assets in solid markets (ie - San Francisco real estate) is a good way to keep money away from their government. These cash purchases continue to keep the SF real estate market strong - cash is king.

Looking back at the end of the 3rd quarter 2015, the Chinese economy tanked , and those Chinese investors that were smart found a way to reduce their exposure early enough to mitigate losses, or got out early enough to remain unscathed. The Chinese prior to their downturn benefited from their stock market that provided investors with significant increases in wealth that spilled over into the global market in the form of investments (ie- SF real estate).

With the Chinese market still in recovery from Q3 2015, savvy Chinese are finding ways to keep the money growing and it may lend some explanation as to why we are seeing a massive cash infusion from our Eastern brothers.

The one thing that I have noticed is that Chinese investors tend to be very shrewd and know how to make an investment work for them. If this new involvement reflects what I have observed, then our interests are aligned with our new investors and we benefit from their effort and expertise in making an investment work.

This is gives a whole new word association to liquid metal

http://sploid.gizmodo.com/new-amazing-metal-is-so-hydrophobic-it-makes-water-boun-1680799039?amp

not sure if this makes the ticking of the clock sound louder...

http://www.fastcodesign.com/3036262/only-a-radical-design-shift-can-fix-apples-bendy-iphone-problem?utm_source=facebook

I'd be up for that. The week of the 8th looks open. We could even grab a coffee on a weekend morning.

It'll be interesting to hear your thoughts.

Good luck to you man, I would love for this to fly, I want to buy a house in the city. I work in software sales. We'll get a good idea soon enough. Cheers man.

Sorry to hear that. If I remember correctly you are in the Richmond District in SF - so am I.

What did you do?

Personally, I am optimistic about this stock and the possibility that the Apple's "IWatch" will have a huge impact on the stock price.

That was useful, thanks.

I think there might be a few people on this board who are well versed enough with the material to make some educated guesses as to the material used in the IPhone 6 based on this video:

http://www.businessinsider.com/iphone-6-back-shell-2014-7

Any insights/thoughts are much appreciated.

4/22 - Analyst makes case for Apple replacing iPod touch with iWatch: http://www.idownloadblog.com/2014/04/22/analyst-makes-case-for-apple-replacing-ipod-touch-with-iwatch/

Maybe a Liquidmetal iWatch. With materials vetted by the company (Omega) that put the first watch on the moon.

My exact thoughts. I think Liquidmetal is small enough that they can fly under the radar and not have to be held strictly accountable by not having a regularly scheduled cc.

As usual Anax, your posts are informative and very insightful. Thanks for taking the time to put what most of us are thinking into words. Great website too.

Thanks, but please post the full article. It cannot be accessed without a subscription.

Thanks in advance.

Thanks for sharing, this is very positive.

I thought it was interesting to see that the single MOST expensive part in the IPhone is the casing. $48.22.

Please refer to the infograph in the link.

http://blogs.wsj.com/tech-europe/2013/09/30/how-much-does-it-cost-to-make-an-iphone/?mod=e2fb

One of the most telling, if not the most telling sign for me recently has been the insiders increasing their share count.

The recent patent filings in Europe tell me that Apple is slowly but surely setting the global stage to introduce modern metals in Consumer Electronics.

Lastly, this recent video of a former Apple employee discussing the next evolution in innovation from Apple will be game changing.

http://www.bloomberg.com/video/what-apple-s-ex-design-guru-thinks-of-ios-7-iphone-SSvwvmmfSZikYL_6zIZyFA.html

This brings to mind Atakan Peker's vision on Liquid Metal being used in a game changing scenario.

Some quick numbers:

Metals industry average forward multiple earnings of 9:

http://beta.fool.com/insidermonkey/2013/07/02/5-stocks-sell-side-analysts-believe-will-turn-arou/39096/

A hypothetical full dilution of 700 Million shares and a market cap of 7 billion, would equal a $10 share price. At the industry average of forward multiple earnings of 9 times, we would need to bring in $777M to justify the price.

At the previous given rate of $100 sale per run, we would need to produce 7.7M pieces.

Assuming 50 machines, that would be 155,555 units produced per machine per year.

Assuming a 300 day work year and 12 hours per day of uptime, that would equal 518 units produced per day per machine and 43 units produced per hour per machine.

This is not totally out of the realm of possibility, however would likely be years away. There is a lot of "assuming" and no intention to make anything of "U" and "ME".

I believe that the intention of the company is to perfect the process where labor is inexpensive and slowly bring back much needed manufacturing to the US. It was suggested in a few public appearances by AAPL that a goal moving forward would be to bring industry back to our shores.

How do we get a lead to Materion? I think the SF Bay Bridge needs some help. I am not sure how LM stands up to "galvanized metal", but there might be an application here.

http://blog.sfgate.com/stew/2013/04/27/bay-bridge-may-have-many-more-bad-bolts/