Liquidmetal Technologies Inc (LQMT)

[axiomreality]

I had to address a few things:

- Difference between the old Liquidmetal Technologies and now:
- The Korea machines were immature hot crucible die casting machines
- Brittle parts due to the ~1000ppm oxygen content (the EON machines are in the 500ppm range and the Engel ones are in the 120ppm range which makes a MASSIVE difference in fracture toughness)
- They used a completely different and subpar alloy — Vitraloy
- They contained Beryllium, a VERY toxic material to machine/finish (this alone is a no-go for most companies).
- Companies did not want to invest in a whole production facility for themselves, but now they don’t have to.

- Decline in revenue
- With the levels of revenue change we are talking about, those are statistical anomalies.
- From April till shortly before the OH the machines basically were not operable — how can there be revenue when there is no ability for production, again, not new news.

- 25% share drop
- This happened with no news, the only reasons I can surmise for it were:
- #1 Jason Bond minions sold (bet Jason used that as a big opportunity to buy more for his long term portfolio— that’s speculation though)
- #2 the last holdouts that thought the iPhone X would have Liquidmetal in it (to which all of us here knew it wouldn’t).
- Also, its bounced up 25% since then.