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Paris Accord
PPG sensor has limitation on skin penetration to all human at all conditions at all time
Eg. tattoos, different ethnicity
wonder how
Yes. I am deeply involved in that program.
Two roads diverged in a yellow wood,
And sorry I could not travel both
And be one traveler, long I stood
And looked down one as far as I could
To where it bent in the undergrowth;
Then took the other, as just as fair,
And having perhaps the better claim,
Because it was grassy and wanted wear;
Though as for that the passing there
Had worn them really about the same,
And both that morning equally lay
In leaves no step had trodden black.
Oh, I kept the first for another day!
Yet knowing how way leads on to way,
I doubted if I should ever come back.
I shall be telling this with a sigh
Somewhere ages and ages hence:
Two roads diverged in a wood, and I—
I took the one less traveled by,
And that has made all the difference.
Good question to ask
Follow the maze
Lugee is no longer controlling shareholder with Eon
He is 100% owner of HK LiquidMetal. LQMT, YiHao, LKon are all underneath affiliates.
Outside of LQMT, they are all private entities. Arms length arrangements has been established on DAY ONE.
In another word, HK Liquidmetal is the money tree. Not Eon.
Apple owns the trade mark LiquidMetal in China.
Nobody includes Huawei can use that in China.
In Chinese, it simply does not matter. It cannot differentiate.
Well said.
Battery Pack Q&A
Question
Can the company's 4200T die-casting equipment produce automobile shell molding products? At present, which products are mainly produced by 4200T die-casting equipment? What is the maximum size of these mass-produced products?
Answer
Hello! The company's 4200T die-casting machine does not produce automobile shell molding products, and is currently mainly used for the production of new energy automobile battery packs, communication base stations and other products. Thank you!
Thx for the clarity.
We all agree APPLE picked up the tab.
For charity sake...
I would say NOT.
Apple decided to cut a hole with tape it with a piece of plastic to solve 5G problem.
Do we believe it can be permanent solution?
Would you accept that if your contractor do the same with your front door door frame?
If yes, why did apple choose not to do the same with European version?
Diversified supply chain is not an easy task for any material
Samsung OLED display was funded by Samsung electronic and hence the QuickStart. Apple did not bite for years waiting for LG OLED display to mature.
Ultimately apple bite on iPhone X (to fight Samsung phone)
LG OLED was then funded by Korean Govt and followed by BOE OLED funded by CCP.
Lesson learned???
To all legal and/or accounting experts or familiar person.
I failed to identify any legal expenses anywhere within 2020 10K.
Historically, LQMT buried them under General Admin expense. Since we have a serious decrease from 2019, I have to assume legal expenses (if any) would not be buried in this category.
Does this imply we have ZERO legal expense in "protecting our brand"?
Wonder where did the legal bill go to?
Right on
ME ONLY application will be the KickStarter
Titanium Me Too dental won't cut it
Whale such as Apple chose to cut a hole and cover it with plastic for RF transparency
Human can choose to build houses the same way for "light" transparency.
When one is the only home builder on earth.....perhaps
We are moving into the world of following:
Wearable will become “essential” possibly standalone device.
At a minimum, it will become (health) sensory and peripheral communication center.
In the world of “omg and twit and emoji”being standard “good enough” communication protocol. It might minimize the need of cell phone.
Cell phone as a result will have to go big and overlap the laptop space. Foldable/rollable will make it (pocket)able.
New cell phone (along with cars) will also become “power” hub. It will source trickle charge power thru the air to the wearables which makes it power free.
In car environment, cell phone will also be trickle charged.
What does this have to do with LQMT?
RF transparency is ESSENTIAL everywhere
Micro gear and spring will be everywhere and they MUST have lifetime expectancy.
That’s a much bigger strategic issue that might threaten android.
May I suggest you search Google
“Apple TTA LiquidMetal”
LQMT Patents creation under Lugee's watch
https://patents.google.com/?inventor=joseph+stevick&after=priority:20160101&num=25&oq=inventor:(joseph+stevick)+after:priority:20160101+&sort=old
Note out of 15 creations, only 2 were explicitly assigned LiquidMetal. Rest all have association with Apple and/or Crucible Intellectual Property (CIP)
TTA with Apple was expired on 3/1/2016 with no "announced" extension or termination. Yet Patent works FILING still occurs upon TTA expiration date.
This is clear sign that Apple, Lugee and LQMT are still DEEPLY in the mix.
One would expect these 13 out of 15 patents are associated with upcoming products that Apple cares dearly while remaining 2 appears to be associated with Medical and Industrial market.
IMHO
The most important two patents are following:
https://patents.google.com/patent/US20170090515A1/en?inventor=stevick&after=filing:20160101&language=ENGLISH&num=25&sort=old
https://patents.google.com/patent/US20170087804A1/en?inventor=stevick&after=filing:20160101&language=ENGLISH&num=25&sort=old
Arguably, BMG Weaving can change the world and can be applied to most commercial significant industries.
https://investorshub.advfn.com/boards/replies.aspx?msg=160330023
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160331821
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160332528
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=162696800&txt2find=rollable
Apple Watch IWC Edition
Synergy indeed.....G Force embraced within Race Car environment
"untouchable spring"
Hmm.....Maybe BMG in my AMG....Black Edition coming
IWC works rather well inside my Maybach
https://quillandpad.com/2016/07/20/mercedes-maybach-s-class-surprisingly-iwc-dashboard-clock-least-luxurious-element/
NO
It is under Eon Industrial Holding
Tesla revenue vs combine auto industry revenue ??
Yes. Selling first car does matter
Revenue is not the only indicator
Growth in any metric is important.
Revenue vs Earnings over time
Wonder if anyone can find the combo chart from any source that includes negative earnings. If not, someone can create a simple excel chart.
Remember forward looking PEG is a more realistic way to assess PPS.
Typically the deflective point occurs when growth is positive in the second derivative.
A ten year chart quarterly scale of Lugee years and Steipp years will be interesting view.
Since 2016
It is behind a subsidiary "holding" company for LK.
iFixit can now find out where BMG is being deployed
It has been reflected in the maze for a long time
You heard it heard it here first.
Just like latest Yihao acquisition.
This is where Lugee took equivalent equity stake via JV with LK Technology
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=126520295
Facts and/or Sincere Opinion with Healthy Debate is what can help any forum
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=99078036
SIMULCAST is always better serve than UNICAST.
Thanks to all that help makes SHARING a priority.
Peace to All
I forgot we do have communication from the top
https://www.liquidmetal.com/market-development-dec-2020/
Nah....Dental R Us
Since you are good at spreadsheet. Let's substitute iPhone Sales (3 years life) vs Dentist Tool (10 year life).
We have a habit of thinking Whale CM or else.
We use the word such as Foxconn who is the Whale CM (for the final assembly).
We need to realize all products are built via a Leveled BOM (which itself is highly hierarchical). Any subcomponents can be delivered by mid layer high volume CM.
Earlier this year, we all thought Apple is doing the AIP (Antenna In package) recognizing Qualcomm Antenna Module does not meet the thickness requirement. They clearly can choose the path of integrating the 5G electronics within the Frame. Instead they choose to cut a window and cover with plastic and stick the antenna module next to it. Distasteful...ugly...bendgate.....perhaps.
Here's how they do it via a No Name CM called USI.
https://www.everythingrf.com/News/details/11138-apple-ditches-qualcomm-to-design-its-own-5g-mm-wave-antenna-module-for-the-iphone-12
Now back to Foldable phone.
Hinge assembly itself contains a lot of micro parts. Not all of them are BMG. Someone would be doing that piece of assembly....fab it, assemble it, test it...before they deliver final hinge assembly to the next tier up on the Leveled BOM.
This is no different than auto industry containing many many layered CM.
One need to look at the significant change in "profitability" in Yihao financial from 2019 to 2020.
While the top line has doubled, it is the bottom line that is rocketing.
Gross margin has to be the key growth driver here.
One would guess the business model has transition from "mfr only" to "mfr + royalty".
Eon has been stated many times Huawei is NOT their Tier 1 customer. This kinda says there exists a much bigger CM that is driving the true mfr for Huawei while Eon/Yihao is collecting royalty.
So, what does this have to do with LQMT......
That same/similar financial can occur with LQMT with a domestic WHALE.
Wonder what a 10 million earnings will do for LQMT PPS.