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.
$100/share would make us roughly the 65th most valuable company in the world.
Sure, why not?
I posted this theory several months ago. Seems possible, though unlikely.
This process is functionally not very different from ours—he melts inductively under pressure, we melt inductively before applying pressure. In fact, GlassiMetal may need to keep a careful eye out for Apple's lawyers. Also, his equipment is far less sophisticated and mature. GM has a very long road to commercialization if they're planning to go it alone.
I'm more interested in his "improved" formulations. Johnson had stated years ago that they had developed revolutionary software to simulate BMG-forming alloys at a much faster rate than traditional R&D had previously accomplished. If his claims are true, then it seems those efforts may have born fruit.
Maybe Li knew Chung was out golfing and took out his stops for entertainment.
New Tesla Roadster.
0-60mph in 1.9 seconds
0-100mph in 4.2 seconds
8.9 second quarter mile
250mph+ top speed
But wait…
620 mile range, from a 200KWh battery.
This is a tiny, lightweight car with twice the power density of a 4500 lb Model S/X. How on Earth are they packing twice as much energy into less weight, in the same space?
My guess is revolutionary materials. Next generation Li-ion batteries manufactured with high strength paper thin amorphous alloy casings and superstructures. Perhaps some magnesium body parts for the rest of the car.
Available 2020. $250,000 deposit if you want to reserve one of the first 1,000 cars. Better hurry.
Looks like someone just made a massive share acquisition to me.
It is fallacious to state that we can never derive revenue from Apple.
It is accurate only to state that we can never derive licensing revenue from Apple for our intellectual property produced before February of 2016 (all of which is assigned to CIP and co-owned by Apple).
It is possible that we may work for or with Apple in the future in some capacity that produces revenue. It even seems slightly more likely, now that we are integrated with Eontec, who can freely threaten Apple's exclusivity in the amorphous alloy consumer electronics space. As such, any future arrangement should have much more favorable terms.
For years though, the unlikely prospect of making money directly from Apple has been far less important than the fantastic chances of making money because of Apple. BMG only needs a spotlight.
Unfortunately, Apple's license is perpetual and fully paid.
Good catch. Liquidmetal is a no-brainer for Apple headwear. Best strength to weight ratio of their available materials while being 100% resistant to plastic deformation. It's also brilliant of them to introduce the AR framework (iOS 11) on existing devices with hundreds of millions of users, in order to build a healthy software ecosystem for the tech before launching the dedicated hardware. They will succeed here where Google failed miserably.
Also that quote from the Catcher officer:
Something we should be aware of:
https://techcrunch.com/2017/11/07/tesla-acquires-automated-manufacturing-machine-supplier-perbix/
Very interesting. Here is the link:
Apple's 2018 iPhone X will have new metal frame allowing for faster wireless data transfers
A long time ago, I posted a breakdown cross-referencing Apple's reported R&D budget figures with their patent applications through 2015. It seems likely that Apple has spent in excess of $500M researching patents assigned to CIP, and it is therefore reasonable to say that our share of CIP is worth at least $250M—though likely significantly more in terms of liquidation value. Some combination of appreciation of that IP value and near future sales/licensing potential—both due to a perceptible acceleration of the nascent BMG market attributable largely to our new CEO—easily represents an additional $250M value to the most recognizable name in amorphous alloys.
I think we're worth half about a billion, and not a penny more until we see contracts.
I would suggest that the value of our intellectual property is at least $0.60 - $0.65/share. Thus, irrespective of financial performance, we are significantly undervalued.
I agree that there is currently no reason for LQMT to trade above $0.65/share.
Liquidmetal bracket in iPhone X?
Sorry if this has been posted, but I don't have time to catch up. Strong candidate for Liquidmetal part.
See Step 7: iPhone X Teardown
Now that's the LQMT we all know and love. So boring when the price is not busy halving or doubling all in one day.
Electron beam welding has been explored with some success by LQMT. I am extremely skeptical, however, that Exmet is able to 3D-print from powdered feedstock without rampant crystallization. Their parts will be structurally inferior to injection molded/die cast BMG, but they may be useful for very specific applications requiring only moderate strength but maximum corrosion resistance. Any other complex part that must be additively manufactured could be done so less expensively using traditional alloys.
They're pursuing a niche of a niche, but it's always good to have more companies out there extolling the virtues of amorphous alloys.
All of those limitations will be overcome as our technological capabilities continue to advance.
In my opinion, amorphous alloys will become most critical to the aerospace industry. The unparalleled cryogenic performance of Liquidmetal gears
and mechanical linkages will soon put standard BMG parts into every spacecraft, satellite and rover launched. Liquidmetal pressure vessels may also prove ideal for liquid oxygen/helium/hydrogen containment once large enough sheets can be shaped and welded.
But spacecraft are low volume, right? In case you haven't been following, Elon Musk recently announced plans to replace intercontinental air travel with hundreds or perhaps thousands of Earth-to-Earth rocket flights every day. New York to Shanghai in 39 minutes, for a reasonable cost. There is most assuredly a market for this insane proposal. Elon Musk's modus operandi is to make insane proposals, then bring them to market.
Most importantly, Elon Musk is already using our product.
Unfortunately, 3D printing of amorphous metals is an extremely tricky problem that may require exotic, prohibitively expensive solutions to solve (i.e. multi-source electron beam welding/machining under total vacuum, etc.). The nature of BMG production is exactly opposite that of additive manufacturing—the whole part must be formed at once and cooled extremely quickly. Adding hot bits to cold bits (exactly what 3D printing is) will completely destroy a BMG part.
For spare-little-expense type jobs (medical implants, spacecraft parts), it might be practical to 3D-print a single use mold with more traditional materials, then use that to form the desired amorphous part.
Unfortunately I'll be stuck working here in D.C., but I'm looking forward to everything posted by all of you who are able to attend.
I think that if selling through Liquidmetal opens up US and EU market opportunities that might otherwise steer clear of a more obviously "Made in China" product, Eontec shareholders will be perfectly happy to share the margins with us. After all, a part shipped for a profit is a part shipped for a profit (as long as you're not tying up constrained capacity).
For at least the past decade or so, it has become quite popular for Chinese corporations to hire random professional-looking Americans to simply stand silently in a room during business meetings. Supposedly even faking the appearance of American collaborators lends a great deal of clout to their side of negotiations.
Perhaps Lugee Li simply wants Liquidmetal Technologies to be his "White Guy in a Tie", as they're called.
Some light reading on the phenomenon...
Old article: Chinese companies 'rent' white foreigners
New article: http://www.scmp.com/news/china/society/article/2096341/white-people-wanted-peek-chinas-booming-rent-foreigner-industry
Of course, since he is also heavily invested in our company, he will want to build up some genuine power behind the name. We will be far more than just a facade. And that will very good for us.
Nice find. Sounds like Eontec is expanding.
Open House Pre/Post Meetup
Posted by axiomreality:
So, we’ve been waiting years for this big day: the official start of a new era.
I'm flying into LA on the 15th and out the 20th for this event and related research/meetings. I figure it would be a good idea to do a meetup with any other investors that are interested so that we can bounce ideas off each other before and after the open house.
Pre-OH
6pm on Monday the 16th @ Central Bar ( 2493 Park Ave, Tustin, CA 92782 )
Join me for Happy Hour cocktails to hash out some ideas/questions/goals we'd like to accomplish during the open house.
Post-OH (17th)
TBD (leaving this open in case anything develops at the event)
Post-OH (18th)
6pm on Wednesday the 18th @ Red Bar & Lounge ( 17900 Jamboree Rd, Hotel Irvine, Irvine, CA 92614 )
I reserved a lounge area for 15 for Happy Hour cocktails/food to discuss where the company is going to go from here and what the future holds.
PM me and we'll exchange contact info.
See you soon,
-Peter
This is not an LQMT patent. It is an Eontec patent. That's what makes it very significant. We've known that LQMT works directly with Apple for most of a decade, but this is the first time we've seen Eontec producing parts for them.
LQMT is an R&D lab, but Eontec is an actual manufacturer. That's telling.
The assertion that the entire back panel of the iPhone X is made of BMG is assuredly false. It's very obviously translucent (presumably Gorilla) glass, just like the iPhone 8.
Does the phone incorporate BMG components? Maybe. Particularly the Apple logo, which should be RF transparent to facilitate wireless charging.
It's currently stickied.
$0.63/share will begin to test the limits of our liquidation (intellectual property) value at $0.5B market cap. Beyond that, we're going to need a lot of substance (contracts), or at least a very healthy dose of Apple/Tesla halo.
Extremely interesting... Looks like Li and Apple may go way back.
You'll need to use a browser that can display PDFs (or enable your Acrobat plug-in if it's disabled). Unfortunately the site appears to use a rasterized image format, so it's not possible to copy-paste text directly from the PDFs.
Evidence of direct Eontec-Apple manufacturing relationship.
Any business between Apple and Eontec would be extremely likely to involve LQMT, with some potential for revenue.
Eontec patent application incorporating images of BMG Apple logo prototypes:
http://pdfaiw.uspto.gov/.aiw?PageNum=0&docid=20170259331
I believe that Gamesc was first to post this find:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=134630497
Somehow I missed this a couple days ago, but how are we not STILL FREAKING OUT ABOUT IT?!
The first proven direct link between Eontec and Apple. LQMT can't possibly manufacture in volume for Apple (yet), but we can certainly catch some revenue from Eontec selling parts into their North American/European markets—and Eontec CAN produce Apple volumes in China.
This is finally the smoking gun that the LQMT-EON relationship is indeed sanctioned and exploited by AAPL.
http://pdfaiw.uspto.gov/.aiw?docid=20170259331
In several official and unofficial videos, the back panel is obviously translucent (look for internal ambient occlusion where the glass meets the steel band). It's actual glass, not Liquidmetal.
It's possible that some Liquidmetal is used internally (Apple logo, perhaps, for Qi RF transparency), but Patently Apple is dead wrong on this one.
My first real job was at Foxwoods. Grew up in Woodstock.
I wonder if Li pays much attention to the price of LQMT right now. Does he care that a portion of his net worth has melted by over $10M in 3 days? Perhaps a well-timed PR could have prevented this small slide.
Hopefully whatever he's working on is important enough that a couple-cent swing will soon be just a drop in the bucket.
20,000,000 "Wearable device accesories" @ 2 grams each (watch crown?), matched with 20,000,000 "other" parts @ 10g each (watch casing?).
This lines up reasonably with Apple Watch Series 3 projected sales.
Also, a couple of pieces for 9,000,000 notebooks could very well indicate MacBook Pro parts.
Nice post.