Out on a Limb…here are my predictions for the end of 2026—LQMT stock will be $0.30 if the IPhone Fold is introduced on plan this Fall and $0.05 if it’s delayed until 2027 for whatever reason. That works out to a potential 200% upside verses a 50% downside. Enough said.

AI as we know it is flawed in that it needs too much power to achieve its goals. Expanding AI by an order of magnitude will consume all our capability . Quantum computing also has a problem in that it operates at very near absolute zero ( temperature) and makes it more of a curiosity.

Our computing future is “edge computing” specifically NEUROMORPHIC COMPUTING which mimics the methodology of the human brain. Predicted capability is 10x current capacity with 1/10 the power requirements. Research has been progressing for 12 years by Intel, IBM and others.

Massively parallel processing will be the future.

A little more reflection and I’ve discovered a trend (could be called a flaw) in how I evaluate stocks and perhaps I overvalue unique technologies…a few examples…

I was an early investor in GTAT who really liked the concept of growing crystals (sapphire in particular). I managed to exit with a 150% gain not because I’m so smart but because the stock looked erratic and I was going to be out of touch for 4 weeks and if things settled down, I could rebuy…it tanked instead. A big winner but not of my doing.

I bought a tiny piece of Movano Health (MOVE) not because of the LQMT connection but because of their unique RF measurement technology…..80% loss on a $1k plunge…but again

I bought Burcon NutriScience for their unique extraction process for getting ultra pure protein from canola. .Great product with no market “pull” …sound familiar?

Obviously, there were many that worked out but these are the ones associated with new, unique technologies pushing for commercialization and acceptance. It’s easy to underestimate the risks associated with bringing a new technology to market. It takes longer, costs more, new competitors may appear and there may not be a market when all is said and done.

Happy New Year

About 90% of stock trading is psychological so the brain is calling the shots but the brain is extremely imperfect since we are stuffed with biases and brain blocks to prevent rational behavior. In the context of LQMT we have a bias favoring the unique technology, FOMO of not missing out, stubbornness, and a few other notions. We like to think we are different and our thought process is better but that is like using your brain to determine you sobriety.

So here I sit….almost 12 years in, contemplating my situation….I was drawn to the technology but was my decision making process flawed or am I just too early. The interest by Apple in 2010 was a factor since I was impressed with their love of things technical but the adoption seems to be taking an extremely long time seeing that 2010 was 15 years ago.

At this point, I’m in for the duration since the FOMO is so powerful. 2026 is another year

Happy New Year everyone

On StockCharts the 50 day MA is about to kiss the 200 day MA at about $0.12. Let’s see if we get a bounce or if it goes through. Volume is a bit higher today which is good.

Obviously it will go through as we add a $0.10 to the 50 day total and drop a higher value from 50 days ago….but it’s fun.

It’s strictly a binary situation….if the hinge opportunity flies …so do we. If it doesn’t….we have no other opportunities on the horizon.

Is it possible that LL and John Kang have decided that they aren’t enemies and it wouldn’t hurt to join forces to push the acceptance of BMG technologies to their mutual benefit? Two floundering companies trying to find acceptance.

Bet they make a lot of product on the 26th floor of a building in Bangkok.

Slight correction….source was MacRumors not MacUser and it included an increase in the initial production run size

From MacUser on 12/8/25…..Confirmation that Samsung has received an order for 22 million OLED displays for the IPhone 18 Fold.

I’ll bet JB is still holding….last I heard he had something like 16 million shares and at the current trading volume, he can’t dump without destroying the market. If he “dribbled “ it out at something like 100k a day, he would be 25% of the volume and it would take 160 trading days. it would have to be a private sale to move the volume….there are potential buyers with the resources but WHY WOULD THEY?

Death by a thousand cuts! Let’s see some volume….I’ll take a selling climax or a surge in buying but this price erosion on piddling volume sucks

So how much has the building appreciated since 2016? Mentally, I have been using a value of $12 million as its
liquidation value.

I don’t recall any LiquidMetal IPhone 6 but the date is interesting….the year prior to LL investing in the company. I wouldn’t be surprised if an iPhone frame was prototyped for the “pitch”.

The published introduction plan for the Z-Fold starts in Asia next week and progresses around the world westward to eventually Europe with no mention of North America. I see lots of “back room” deals that we will never know.

Bingo. Last Summer Samsung invited LiquidMetal to their Global Sourcing Fair. Googling Samsung/LiquidMetal has lots of references where their paths intersect

Still looking for a Z-Fold announcement

Yesterday’s trading was disappointing…..volume of 600,000 shares ($60k) moved the market cap by something like $7 MILLION. looks like the “buy side” never came to work.

Refresh me…I seem to remember a Samsung technical conference we attended in Korea last Summer. I would love to hear something about LQMT involvement in the Z-Fold product development. I noticed that the introduction doesn’t include any part of the globe affecting LQMT $.

I’ll bite….sales 1.6 million shares in 60+/- trades equals 25,000/trade which is more than double the typical 10,000. All that and zero price change.

Hinge Technology….so we have developed a super reliable hinge configuration and all we have to do is develop other applications that use what we hav e learned. Thinking medical and our folding hinge mimics the joints of the knee and hand…I’m Ithinking of people with rheumatoid arthritis where the hands are really bad shape.

Once you consider joints for people, the jump to robotics and mechanical actuators is easy. We could even switch the “which comes first”.

Guess I’m running a little behind the pack but I just checked the intro plans for the IPhone 18 family of products. It seems the IPhone Pro and the IPhone Fold are scheduled for introduction in September 2026 and the standard IPhone 18 and the IPhone 18e are planned for Spring 2027. This split introduction is very unusual behavior for Apple. it also leaves us very much in the dark concerning the relative quantities of each model. Given the stratospheric price point of the Fold (and Pro) , it’s impossible to predict the number of splines in the initial production run. Uncomfortable situation unfolding….excuse the pun.

I expect that somewhere in the bowels of Apple there is a group prototyping a foldable IPad….I’m looking forward to an “information leak” speculating on the possibility.

Why in the world would someone dump a million shares on the slowest day of the year except to see how far it would fall?
An unexpected opportunity.

WW—-Probably the best message you have ever written.

RFI——try to comply with the 25 word target next time.

Run your math again…500,000 shares at $0.005 is $2500 not $25,000.

Yes I do think they are selling significant quantities in China…several caveats …the product scope is narrow (mostly consumer electronics) and profitability is questionable since Eontec isn’t reporting gobs of income.

Explaining their volume….I can guess …
>>Chinese selling to Chinese
>>Local manufacturing with the ability to have “dog and pony” shows for potential customers.
>> Face to face marketing.
>>Deep technical knowledge with resources to back it up.

There is no real incentive for China to make LQMT America a success.

Thanks for your input…I’ll file it accordingly.

I remember that Marketing comes in 2 flavors…”PUSH” and “PULL”. LiquidMetal has been using the “push” approach for acquainting the potential customer base and selling the benefits of the technology. The ultimate hope is that the message will land on fertile ground (and solve a problem) so LQMT can be “discovered” and be successful. This approach hasn’t been able to get results probably because the technical hurdles are too high and having an uncomfortable risk of failure.

In the “pull” scenario, the product or technology brings unique properties to the the game so that the user/customer is compelled to utilize that approach so THEY can be successful. They are on board from the beginning and committed to its success. The spline application meets that definition

Two sets of conditions …requiring different approaches.

It’s almost 4:30….time for my 10 minute power-nap. cheers!

Don’t confuse products that sell a few thousand a year with ones that s sell millions….or 10 millions.

Gallium, mercury,antimony etc are liquid metals but not LiquidMetals which are solids exhibiting an amorphous structure.

Amorphous alloys will conduct electricity but not particularly well since they lack the free electrons found in crystalline structures……think glass insulators.

I’ve never seen any reference to the continuous extrusion of BMGs which would be necessary to make a wire. I proposed LM guitar strings (or piano strings) to take advantage of acoustic properties several years ago.

Patience people…..I expect there will be clarification in the 10Q….weaving smoke doesn’t work.

Good idea…going to 42 tonight…down comforter on the bed.

StockChart MACD crossover is positive……last 3 times it preceded an 8 to12 day bullish run.

Never a guarantee!

Crazy Idea….What if Apple decided to become the “White Knight” to gain access/control of the RF technology and LQMT becomes an ad hoc supplier. At that point, is the ring a consumer electronics item or a medical device?

Sold my 166 shares in a “clean up” flurry.

if Apple were interested in acquiring LQMT, I would expect they wouldn’t use a direct approach…..I would expect them to encourage one of their fabrication partners would make a run at Eontec + Yi’an. Probably not Foxconn because of the Taiwan connection but there are others. At that point, things get complicated and we are “along for the ride”.in a package deal.

Eontec (300328.SZ has breached ¥20 and and Lense Technology 300433.SZ surpassed ¥31. They are ON FIRE! Perhaps some will rub off soon.

Funny thing about job postings….it telegraphs the direction that a company or technology is moving.. iI have a few “Scientific American” issues from 1953-1954 when SA used to advertise for talent. Ads for PhD solid state physicists predicted the transistor. Lots of ads from Fairchild….some didn’t make it like Philco.

I wish I had a better understanding of the who and where the Flip-phone is coming together…..I’ve heard Amphenol ( US or China location?) , Lense Technologies, Foxconn(?) etc. I’ve also heard that all IPhones for the US will be made in India. Maybe I’m conflating primary and secondary suppliers but the whole process looks very disorganized.

I need to see a PERT Chart!

Lots of semi-reliable info floating around today….first is intro date for the higher end IPhone 18 introductions as September 2026. The lesser models are scheduled forSpring 2027.

Looking at 9/2026 intro says that the pipeline needs to be filling in the previous 2-3 months.with perhaps some slack included to deal with unforeseen circumstances. The new plant is scheduled for a summer start-up which seems really tight. Could be the rationale for starting with the premium models is less volume to provide flexibility to match manufacturing capacity anticipated demand.

Lots of speculation and minimal verified facts

Circumstances have a profound effect upon how one exits something like this. FYI listed some with a focus on business prospects.. An individual’s situation is also important-

Are you working?
Responsibilities/obligations
Health?
Age…years to retirement
Overall financial situation

Chipboarder @84

Your logic is OK but the numbers are a little crazy…..if you wait until $3 most of us will be in the Bahamas….it would have been a 20 bagger. You need $4 to get listed and a certain amount of float to support volume…..to me a R/S should land LQMT at something like $6–$8 after you do a 1:10. That leaves you with 90 million shares which isn’t too much.

OK a billion shares is a lot of shares to make a dollar but splits are easy and can probably be done in a few weeks. It’s easy to get to $1.50 or $15.00 and it doesn’t change your personal value. Less shares but you can say it went to $15.

As a company, a reverse split is a sign of weakness but it you do it after a significant rise the effect is ignored.

It will happen when it’s time to get listed AND AFTER we get some good revenues.

I’ve never heard anyone argue AGAINST transparency BUT. Why would anyone provide a status report to their competitors? Why would a company want to piss off their customers by divulging the customer’s plan and timeframes. Why would a company open the option for second guessing…you get a detail wrong (think power supply) and the world beats you up but if it comes out perfectly, the world still beats you up because it could have been done sooner or at less cost.

The only upside is that it may hype the stock for a while at the cost of providing ammunition for all the second-guessers whining in the wings.

Transparency is a distraction…They don’t need our approval for anything so why open a potential can of worms.