This is exactly what I've been thinking. I am definitely reading this situation between the lines, but it appears Lqmt management has assembled a very competent production arm that bridges the gap between China and the U.S. Could this be a strategic move by Apple when considering President elect Trumps desire to bring manufacturing back to the US?
I have grown a long position in both Lqmt and Apple over the past couple years. This was the second stock I ever bought, and I had very little investing experience at that time. But even then, I always thought of Lqmt as a long term hold. I have bought at considerably higher prices, and I've tried to catch the falling knife several times to average down. And even on the reddest days, as I watched the price fall to the lowest lows, I have never lost faith in the material.
And I just have a gut feeling that something fundamental has changed. At this price, with the amount of potential news swirling around about bmg advancements, about new patents, about Lugee Li buying into Lqmt, about Apple not extending their exclusivity contract, about the supposed "radically different" IPhone 8 (or whatever they end up calling it) coming in less than a year, wouldn't it make sense to scale production right now? So how do you do that? You bring in someone like Lugee Li. You bring a billionaire Chinese manufacturing expert stateside by letting him buy almost majority interest in the brand name he probably (my opinion) has always coveted most. In my opinion, this all points to Apple.
And by doing all this, all parties win. Apple gets an expert manufacturer with both American and Chinese ties. Lugee Li gets the brand name Liquidmetal along with the ability to potentially cross sell Eontec products in the US, and vice verse. Liquidmetal gets revenue, but perhaps even more importantly, it will legitimize Liquidmetal as a material brand that could quickly replace inferior materials in many applications.
One thing I have though about a lot is the recyclability of the Liquidmetal material. I understand there are several different alloy combinations, each potentially having a unique melting point. But generally speaking, could a Liquidmetal product be melted and re manufactured into something else relatively easily? If so, this fits in even better with Apples green initiatives.
Just to be clear, I am a long term shareholder of both Apple and LQMT. Everything I have written is my opinion, and in some cases total speculation on my part. I offer my point of view freely, so please take it at face value.
I just wanted to go on record as being very positive about Liquidmetal given the recent developments. I truly believe we are about to exit the midst and enter into a whole new world of production contracts and revenues.
