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I fully expect there will be a positive Q4 net income…the first profitable quarter ever. YTD losses are $2.7 million so we will be negative for the total year but will have “turned the corner” on profitable operation. Will that be enough to goose the stock past 0.20…? That depends upon the ancillary comments concerning the income sources and “irons in the fire”. If TC is closed mouth…we pause here.
Notice they called it an “Earnings Conference Call”and it could just as easily been just a “Conference Call”.
I fully expect there will be a positive Q4 net income…the first profitable quarter ever. YTD losses are $2.7 million so we will be negative for the total year but will have “turned the corner” on profitable operation. Will that be enough to goose the stock past 0.20…? That depends upon the ancillary comments concerning the income sources and “irons in the fire”. If TC is closed mouth…we pause here.
Initial purchases in 2014 in the mid-thirties with additional @30, 0.19 and 0.09 so I’m a bit underwater and looking for significantly more than barely break-even. Looking for a return that reflects the risk/duration of this adventure…that’s all
Nothing as simple as a buyout….a buyout would be bad since the buyer would offer 30 cents based on the current price plus premium and most of us are looking for considerably more..
Earningswhisper still lists earning date as 3/22 after the close.
StockCharts data …LQMT 10 week change is +49.7% while the S&P-500 is down 11.8%. It hasn’t even started yet.
I don’t buy that he Chinese Communist Party controls Eontec….there are upwards of 40 million enterprises in China and I really wish that China would spend its time trying to “herd cats”. Eontec does have a bank who is a stakeholder and the bank is loosely connected to the CCP but I don’t think they exert day to day influence. The bank is interested in making money.
Would there be governmental “push back” in a takeover situation…sure and no different than if the situation were reversed.
There is something called a WFOE in China whereby a foreign company can own 100% of a Chinese company. WFOE is a Wholly Owned Foreign Enterprise. It doesn’t require a Chinese participant.
Taking this to the absurd…what if Apple were to buy Eontec lock,stock and barrel? They would then control their competitors’ access to amorphous metal technology and have captive manufacturing. Lugee Li sells his interest in Eontec and LiquidMetal to Apple and becomes a very rich man.
1:30 am bye
I give Apple credit for designing/engineering products but they are seldom “first to market”. They let others do the pioneering work and then swoop in with a few tweaks and market the hell out of it to their loyal followers
I give Apple credit for designing/engineering products but they are seldom “first to market”. They let others do the pioneering work and then swoop in with a few tweaks and market the hell out of it to their loyal followers
I give Apple credit for designing/engineering products but they are seldom “first to market”. They let others do the pioneering work and then swoop in with a few tweaks and market the hell out of it to their loyal followers
Apple has access to a significant portion of the technology but there are areas beyond their reach. Example 106 and machine process know-how. They may have developed their own alloys and have an understanding of the process but Apple isn’t a manufacturing company…they are a marketing company who farms out the actual making of the products to others. Manufacturing isn’t in their “wheelhouse”.
We could get creative and say 0.50 in cash and $1 worth of GLW stock….that would be 1 GLW for every 37 shares of LQMT.
Corning Glass and Bulk Metallic Glass ….sounds like it belongs doesn’t it?
The outlined scenarios is certainly a possibility but there may be a problem with someone paying $1-2 for a 12 cent stock….I would be less supportive at $0.50. The higher the better. Would have to include rights to the Eontec IP
Candidate companies mentioned (prefer a US company). Could be Corning, Tesla, Ford, Apple but I would discount Eontec (too small) and Foxconn (unreliable since Wisconsin), Materion would be “the kiss of death”
Last year’s report was on 3/9 and now we are talking 3/22…this seems to be delayed to fit some other event that will take place in the next 2 weeks.
Could be a stylus or some sort of pen for a tablet
Interesting…I never anticipated that LQMT would serve to offset the declines in the rest of the portfolio. I’m a patient person and willing to think in multiple quarters and even years (since 2014). Still encouraged by interest in BMGs and the increased focus on MIM in automotive….a big opportunity.
ChemE here….I just shake my head…it’s not worth trying to straighten them out.
Apple wouldn’t be paying us….the money will come from Yihou and will reflect the percentage of non-Asian sales. We won’t record the revenues as sales but as some sort of “fees” from our partners.
Apple wouldn’t be paying us….the money will come from Yihou and will reflect the percentage of non-Asian sales. We won’t record the revenues as sales but as some sort of “fees” from our partners.
No need to apologize…everything you say is something that has been said before.
Process patents aren’t mandatory…trade secrets are actually better.. when you file process patents, you end up teaching your competitors valuable information and making it easier for them.
I spent the better part of my career reverse engineering competitors’ patents and devising ways to circumvent them. You should patent the “dead ends” and financially impractical approaches to make competitors go down the wrong path. Red herrings!
Shallow pockets limits what they can do….Foxconn on the other hand has very deep pockets.
I followed “Seeking alpha” for years and tracked their performance. Have written them off as about 20%. They pay their contributors and I think that affects their credibility.
You should consider googling “Things to Consider During Blackout and Quiet Periods”. The article covers a lot but the “quiet period” says…a quiet period is a period of time when corporate insiders need to limit their interaction with the public due to the insider’s knowledge of material information”. It goes on to spell out 2 general categories
1. IPOs and Financing
2. Around quarterly reporting dates or the announcement of material events etc.
Blackouts are associated with preventing employees from trading stock in specified periods when they have insider information.
Gee Whiz….and no contract….how can that be?
All this emphasis on contracts and why LQMT-NA doesn’t seem to have any. Why would LQMT-NA necessarily be a party in a manufacturing contract between a whale and Yihau or Eontec? If the orders were to originate in NA (like the dental business) I see the relevance but otherwise not so much. Sounds like a broken record.
Thanks…I’ll devour this website. My favorite reference is “Complete Encyclopedia for Covered Call,Writing” By Alan Ellman. He s a bit overbearing but has some interesting ideas.
Buy/write strategy for a rising market says buy the stock, write an “out of the money” call with a 2-3 week life and ride til the expiration. If it does nothing…pocket the premium and repeat, if it increases and you get sold out, pocket the premium plus a few points to the strike price and if it decreases the premium provides a “cushion” .buy the call back and roll downward.
Two out of three outcomes make money and the third is somewhat hedged (and 3 weeks is short). The time value erodes quickly in the last few weeks and that is what you capture.
Volatility isn’t all bad….a high VIX coincides with high option premiums and selling short term covered calls can be very profitable…short term is 3 weeks to expiration. Avoid earnings dates since they are generally weak. A company can crush revenues and earnings and say “next quarter may be challenging” and the stock can drop 10%.
Or you could have bought Dominos (1000 @$9) many years ago…sold it at $13 three weeks later and declared victory. Today it is $436. Missed the big run on that one!
$300 million in tax loss carry-forward means no US taxes for quite a while.
I think we have seen a major shift in type and frequency of communication from LQMT. We have had more communication from the company in the last six months than I’ve seen in the previous 8 years that I have been here.. It’s a good sign.
I like the one where a significant stockholder dies and the family finds a half million shares. They take it to the financial advisor who never heard of it and says “dump it”.
A second key element is liquidity…price movement (up or down) on 5 or 10 thousand shares is meaningless. When one considers the those volumes represent $500-$1000, they are irrelevant. We have a liquidity issue which is why I don’t trust the “float” numbers.
A momentum measurement of volume times price movement would be more useful…hmmm
The volume trend is a true measure of the action….
10 day average is 2,150,000 per day
50 day average is 900,0000 per day.
Dollar volume has gone from $100k/day to more than $250k/day ….still not huge, but a good trend.
It would require a vote, ….I think Apple has “right of first refusal “…….chump change to them!
An adder to your “final thought” …..or we could be bought by a listed company. That qualifies as a bad outcome!
Our market cap is just over 100 million….someone could offer $200 million and we disappear only to miss out on explosive growth.
This week is a holiday week…..Lunar New Year so don’t expect much out of China.
This week is a holiday week…..Lunar New Year so don’t expect much out of China.