Liquidmetal Technologies Inc (LQMT)

[KanadienEh]

I understand what you are saying. I’m trying to make sense of a mud pie, same as you.

I’m starting with the premise that Lugee Li’s reputation is in advanced materials and his relationship with Musk is based in futurism. Call me silly but I don’t see Li manipulating his BMG foot in the door to gain access to Aluminum Tooling and Dying contracts.

At least one of the shipments specifies Tesla Model 3.

Historically:

-Hiccups in production at Tesla.

-Disappointing 2017 at LQMT and Li asks for 6 months patience.

-Six months later and:
1/we are well on our way to ‘planned expansion’,
2/orders from Eontec to Tesla are ramping up exponentially,
3/Tesla production is increasing in line with the increased volume of Eontec shipping to Tesla.
4/fourth quarter revenues had a mystery bump.
5/first large shipment from Eontec for Tesla was shipped December.

In my view, the money switch has been turned on.

As warned in the annual report: Our fortunes are tied to the fortunes of certain large clients. As well, to the ability of our JV’s to meet our production requirements.

Opinions. Everybody has one.