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.
iPhone 6 keynote 9/9/2014:
The "80g limit" only applies to the publicly announced configuration of the e-motion 110. There is nothing to prevent Apple or a similar interested company from developing a machine to mold 800g or 8000g parts.
1 meter x 1 meter x 2 mm sheet = 2,000 cc
2,000 cc * 6g/cc = 12kg
12kg * $109.34/kg = $1,312.08
So about $1,300 per square meter for a 2mm thick sheet. Suitable for spacecraft, advanced military, high-end electronics casings and maybe if you thin it down to 1mm or less, really expensive automotive panels.
My theory has been that Apple does not want to interfere with LQMT's ongoing R&D relationship with NASA and the academic community, and/or Apple does not want to be associated with LQMT's ongoing weapons development with Lockheed and Alliant.
If Apple intended to buy us, why on Earth would they wait? As I've mentioned before, Apple makes more than enough pure profit in less than 8 hours to purchase this entire company.
So while we're waiting for interesting contracts to come in, why don't they just keep the machine running, producing something simple in order to pay the bills (exorbitant executive salaries)?
Flatware sets, for instance, are an ideal, easily molded application and with enough promotion would be very likely to sell through department stores as fast as one machine can make them. I'm tempted to start a company and pursue such a contract myself.
$1B market cap is $2.00/share. $1.45/share if you count on full dilution.
I do not believe LQMT is involved with that weapon system.
This is our project:
http://www.lockheedmartin.com/us/products/eaps.html
The company is tremendously undervalued at 0.08. The current price reflects LQMT's (so far) abysmal performance as a manufacturer and licensor, and not the capital value of the IP portfolio—which in my opinion is many hundreds of millions of dollars ($1-4/share). If their performance at their current focus dramatically improves, or if the focus appears to shift back to intense R&D, the PPS will likely skyrocket. If none of this happens within another 1-2 years, the IP loses value in a bankruptcy and we make little to nothing.
I work for a private company, our location generates over $600 million in annual profit, and our executives are paid less than half what those three LQMT execs are listed at.
Been accumulating for 3 years, reached my goal and for better or worse, 99% sure I just made my last ever purchase of LQMT. Break even is 0.1184. Good luck, all.
Apple makes enough profit to buy LQMT in less than 8 hours. If they wanted the company, they would simply write a check.
All of these AAPL—LQMT secret acquisition theories are ridiculous. They clearly don't want to own the company right now. Maybe that will change in the future. Maybe it won't.
I've often refuted this idea here. Just because we recognize BMG as a high-end revolutionary material does not mean that Apple designers won't place more value on the manufacturing advantages. The iPhone 5c internal design is optimized for an injection molded body, and for this application, Apple could view LM as a sort of super-advanced plastic. They have introduced brand new enabling tech in lower-tiered products in the past.
The only thing that's going to make us money within the next two years is the phrase "metallic glass" rolling off of Jony Ive's lips in that smooth, buttery English accent of his.
VPC's process is a form of injection molding using re-engineered die casting machines. From their website: "Amorphous alloy injection molding casting is a hybrid of plastic injection molding and die-casting, which makes it capable of much higher geometry resolution and tolerances."
I don't know too much about the limitations of these machines, except that they are generally inferior to the new Engel machines, which Visser is not allowed to purchase without a license from LQMT. Someone who knows more about the older technology could probably elaborate further.
The process is not the same. LQMT has moved on to injection molding machines, which Visser is not allowed to purchase. What that means for a potential military contract is hard to say.
They're getting really creative with these feedstock patents. A company like Apple will only spend so much time developing infrastructure that they don't plan to use. To me, these patents are the tipping point.
Also, let me clarify that when I say "large parts", I'm not necessarily buying into car panels (just yet), but rather iPad and MacBook cases.
Full car panels that do not require paint, are impossible to dent and cannot be scratched by the car next to you in the parking lot.
In my readings, I do not believe that car panels are included in the AAPL/LQMT MTA. Commercialization of these parts would demand a renegotiation of the contract or a buyout. Let's drive that price up.
Nearly all of Apple's recent BMG patents concern the efficient production and handling of feedstock. They would not be spending so much time and money on feeding injection molding machines if they did not have definite plans to begin producing TENS OF MILLIONS of large BMG parts in the very near future.
We all know that LQMT's fortunes are inexorably tied to Apple's validation of our product. In my opinion, this stock has never been a stronger buy.
It looks like the 50mm cannon C-RAM is a competing or complimentary technology within the EAPS project. The projectiles do not appear to be self-propelled rockets or have control surfaces (the canards produced by LQMT).
Lockheed's MHTK is the system with which we are involved.
That price was a direct quote from either an Engel official, or one of their prospective clients following a European event. I forget which it was now, but it was straight from a horse's mouth.
I doubt that zirconium follows the market very closely. I would be surprised if anyone had ever considered it a commodity, and I have yet to find a resource that tracks the price as such. In fact, I've only found one place with a wealth of pricing information on industrial quantities of highly refined Zr:
http://www.alibaba.com/trade/search?fsb=y&IndexArea=product_en&CatId=&SearchText=zirconium
Titanium is cheap. Zirconium-free would be revolutionary.
I averaged down yesterday to 0.1245. I'll pick up some more if we drop below .07.
I still personally believe that our market cap is well below the liquidation (IP) value of the company, and shares at these prices are a steal, regardless of future (mis)management.
Apple won't be using the off-the-shelf e-Motion 110 we know and (?) love.
I do not believe Apple would use the e-Motion 110 for mass production. The capacity per-machine is far too low for a 20 million unit iPhone launch. They may work with Engel to develop it, but they would customize a machine with larger/multiple platens and optimized cycle times/robotics.
My theory is and has been that Apple doesn't want to own LQMT's ongoing military R&D work, and doesn't want to interfere with their NASA work. Otherwise they would have simply gobbled them up in 2010 like they do so many tech companies.
Was that a rhetorical question? The page you linked explicitly states:
Exquisite metallic design as a fashion accessory
Stylish and sturdy zinc alloy exterior
Cap-less design
COB(Chip On Board) technology
Water, dust, shock and vibration proof
Material: Zinc Alloy
33 new videos. Clearly LQMT is commanded by Freemasons.
Seriously though, publishing 33 videos is a lot of work for a company that's supposedly doing nothing and expecting nothing to happen in the near future. Seems like good news to me. I'll look forward to watching them.
I see this as a fantastic opportunity to average down.
Automobiles are not consumer electronics, regardless of drivetrain.