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The “healing” process must depend upon the re-establishment of crystalline bonds to make the micro-crack go away. This requires the fissure to be extremely narrow since the atoms in the structure aren’t mobile. To make the bonds happen the atoms would have to mimic the normal inter-atomic distances in the structure.
How could this relate to BMGs??? Amorphous alloys have no crystalline structure and behave more like mixtures so I don’t see the opportunity to mend broken bonds but that implies “nothing to break = nothing to fix”.. Not sure but it may point to better fatigue resistance for non-crystalline materials but I seem to recall testing of BMG fatigue resistance where they came up short.
I also remember that if you take 2 pieces of steel and polish them to a “super flat” mirror finish, they will adhere to each other when the polished surfaces are placed in contact.
My Japanese language skills are nil but reading the pictures…the LQMT.JP website looks like a sales tool to acquaint potential customers with BMGs and the process to manufacture
When we created the joint venture with ATJ we gave them $1 million to seal the deal. Did anyone mention the purpose for the million? Could it be that we purchased a manufacturing set-up for them? That could explain the 18 month time lag since the original announcement….installation and learning curve.
If ATJ is manufacturing, how does that mesh with our agreement with Eontec?
Is our “domestic manufacturing partner” in Japan? Naw!
Big jump in price at the end yesterday followed by big drop this AM to give most of it back, followed by another big jump up on 100k shares, followed by another significant drop on low volume.
Sounds like we are shaking our the “weak sisters”……who are capturing their penny gain. A penny on 10k shares doesn’t get my heart pumping.
Only 33 trades for 400k total shares….12k shares per trade average = $750/trade. It would be good to see a price increase ALONG WITH SOME VOLUME! Even 2 million shares ( 5x of the average daily volume) …would be good to see.
I see traders buying 10k shares hoping to grab a penny! Remember the “good old days” when commissions were $35 (in and out)? That squeezed out all this diddleyshit activity.
What I would like to see in the next few months…
An announcement from LQMT that the Golf Venture has developed its line of clubs and they have been introduced to a select market in Japan. Concurrent with the announcement LQMT reports a modest (token) royalty on the technology.
The reporting of a small royalty/commission/license fee from Google relating to their usage of our BMG technology in the Pixel foldable phone.
An update on the commercialization efforts for the “rivet fastener” technology exploiting the recent patent developments. An update on the MacB announcement from 2 years ago is probably warranted…even if it’s dead.
Progress in the quest for a domestic partner who is willing to be our manufacturing presence in the US.
LQMT…are you listening?
I don’t see any point in selling the building……it’s appreciating, providing rent income and we have no immediate need for the cash……makes no sense.
Maybe we should use the cash to make a 200 million share buyback…wow!
As long as I’m dreaming, how about enough profit in Q2, Q3 and Q4 to make LQMT cash flow positive for the year 2023? That would wake up a few folks!
What would happen to the LQMT stock if the company were to report a modest line item of $50K in Q2 and list it as a royalty, license fee or commission? The amount equates to about 1/20th of a penny per share but the symbolism would be huge.
Just dreaming.
As long as I’m on a roll….Have any of you ever entertained the possibility that JB could be smarter or has better information sources to back up his position? After all…he could be right! In the past, it’s been popular to bash JB but I’m not so sure it was warranted ….enough for now
No I’m not JB.
SC8….Have you seen any reference that JB has ever sold any LQMT stock?
Look at it this way….JB didn’t establish his LQMT position last week or month. He phased into it over a period of years so he had ample opportunity to revisit his DD and alter his course…but he continues to accumulate. To me, it indicates a very high confidence level.
I’m sure he understands the illiquid nature of LQMT and he has taken the position in anticipation of some “big event” at some time in the future. Are we talking a year or two or three? Difficult to say at this point.
Maybe he is just trying to buy a seat on the BOD….
Or maybe JB has dug a little deeper and reached a confidence level where he is willing to risk $1.7 million. A 5x return could be life-changing.
I remember years ago, JB published several very detailed notes compiled by an associate in China and he has been accumulating ever since. He obviously thinks he is on the right track…nobody is forcing him to add to his position.
Could it be that his legal difficulties from years ago has caused him to “button his mouth” when it comes to speculative/particularly risky advice? He could still purchase for his own account and limit his comments to changes in his holdings.
17 million shares at an average cost of 9 or 10 cents is still a pile of money. I have a feeling that JB is a lot smarter than this Board gives him credit for… enough said.
You took your initial investment off the table and ended up with some shares with a zero cost basis. Those shares have value even at 5 or 10 cents each so you are still losing the opportunity to get a return on those dollars. Nothing is free.
How about a plate of warm cookies?
Agreed that the reasons for Apple to want LQMT are thin but how about folding LQMT into Crucible and creating a vehicle to monetize the IP that they jointly developed. I would love to be half of an Apple JV.
So if the good professor has decided that having a business outside China (particularly in the US) is too dangerous (personally) ….shouldn’t he be implementing an exit plan to get at least part of his investment back while preserving his ability to use LQMT patents in his China market?
I would approach Apple with a proposal to transfer my 400+ million shares to them for “x” bucks….probably less than his $0.16 cost basis. Keep the rights to the IP in China and save my ass while avoiding the politics at home. No other potential buyer is sufficiently knowledgeable in the technology to even consider an offer.
I could help write the press release!
is there anyone here that actually attended the meeting or is everyone weaving smoke?
Continuing…our assets are $35 million and the cash “burn rate” is $420k a quarter. We aren’t that far from cash flow positive…probably $1-2 million in revenue. That would be a significant milestone.
Just to put some facts to it…the 10Q says we have $33 million in total assets and I’ll add $2-3 million since they understated the value of the building and call the total $35 million. Outstanding shares are 915 million so the assets/share is just under $0.04 with no consideration for IP/CIP.
The situation is definitely an asymmetrical opportunity.
LQMT employees buying more stock? There is that thing about “all your eggs in one basket” and perhaps since there are so few insiders, there is always the “insider trading” thing that could be a legal trap.
So let’s shift gears…..Why do you think that JB has accumulated 16 million shares of LQMT? By the way, that’s more than TC can get in options even after jumping through all those hoops. Anyway…say what you will, JB is not stupid (or foolish) so he obviously has evaluated the situation and concluded that he invest (speculate) with $1.5 million in the possibility of a significant return in the future. He recognizes that LQMT is illiquid and is committed “for the duration”.
How does this fit into the total picture?
Did I just toss a grenade into the room?
I don’t believe the “float” numbers as published…..using traditional thinking, the float is 500 million shares but the actual number available for sale at any time looks to be PERHAPS 20 million. That is why relatively low volumes can jerk the price so violently. Most of the volume is very tightly held and not available for sale.
A different model is needed to explain the price movement (or non movement in the case of bad/non news). Certainly price movement and volume are important but perhaps it need another multiplier like potential upside divided by possible downside risk….the downside is well defined at $0.07 but the upside is many times that number so the strength of that factor overpowers everything else in the model. Call this a “greed factor” or FOMO or whatever but it seems to be very powerful for LQMT and it provides a base to support the price in the absence of news.
Absolutely! Expect 0.071 for a close. Volume is at the ADV at 11am again.
Short term volume is more important than price movement. Long term it’s momentum (price x volume).
So I scratch my head when the stock plummets 10% on a few hundred thousand shares and now we jump significantly on a similar volume. It makes one wonder what the “real” float is….I suspect it’s VERY LOW.
Making LQMT more valuable is a great idea….unfortunately I think the good professor’s shares are in HK.
Maybe they could be transferred electronically but that would be too obvious from a CCP standpoint.
In the last few months, the average trade size for LQMT has been around 10k shares which is only $600-$700. Today it’s near to 20k/trade and more like $1500….still small. If someone wished to accumulate a significant chunk without disrupting the market they would buy in drips and drabs….still only 28 trades so far today. It’s 11am and we surpassed our ADV.
Just sayin’
This reminds me of “watching the temperature gauge on a car”…..the needle just lifted off the “C” and starting its move toward the “H”…..slowly.
Assuming 10 million options @0.07 means that a share price of $0.10 provides the opportunity to capture $300k before taxes….clearly not enough but what is “enough” to justify the risk and aggravation? I’m thinking the payout has to be in the $5-$10 million range which translates to $0.50 to $1.00 plus the $0.07 as the cost to exercise. Is this an attainable target?? I think it is with any sort of significant announcement.
A little sharing….I retired in 2001 and I never had a salary of >$250k/a year…but I know that a $250k salary in Boston, NY, Washington, DC, San Francisco or LA is a barely livable wage. The tax rate in those places and having some college expenses for kids means there is no “extra” for a boat or vacations or whatever.
Someone in this situation is depending on some sort of “home run” to make it all worthwhile and I’m thinking the 10 million options @0.07. This person is smart enough to know that if there is no hope of the big payout, there is no point in playing the game. We know nothing of the internal workings of LQMT…we fabricate our environment and then try to sell it to the others on this board.
Jump to the “end game” and work back.
VR Headset available for purchase at the beginning of next year….a lot can happen in the meantime. I like surprises!
Why have an Annual Meeting if you have nothing to announce?
Don’t know…I use an IPad with a smooth keyboard and I barely lift my fingers between letters….it could be sensing the finger when it’s very close but not actually touching.
I sometimes “double tap”…….usually see it when entering a password. Normal typing self corrects but passwords are very picky.
If you hit “submit” twice, you get 2 and no way to undo it.
If you hit “submit” twice, you get 2 and no way to undo it.
On the Careers section of Eutectix website…they posted a position for a Business Development Lead with sales/marketing responsibilities. Looking for degrees in Material Science and Business. Estimated 40% travel. Reports to VP/GM and coordinates with Director of Development and Director of Operations.
Are they waking up?
On the Careers section of Eutectix website…they posted a position for a Business Development Lead with sales/marketing responsibilities. Looking for degrees in Material Science and Business. Estimated 40% travel. Reports to VP/GM and coordinates with Director of Development and Director of Operations.
Are they waking up?
Another potential player in this scenario is Eutectix who has just upgraded their website to emphasize the ability to make sophisticated specialty alloys. Two locations (Tolleson, AZ and Troy, MI ) with a total of 5 x 200Kg vacuum induction furnaces. If I were looking for a domestic source of BMG alloys, I would certainly talk to them.