Liquidmetal Technologies Inc (LQMT)

[JoTu]

thanks josh for the analysis these points are very encouraging
ground floor baby

If Europe production order will funnel thru LQMT. It will mean 10 million revenue and 5 million profit. Assign PE of 100, that's 50 cents PPS on Huawei foldable alone.

It is hard to argue what revenue go to who according to PLA.
Only thing for sure is following:
Eastern OEM (Huawei) to Eastern market. It goes to Eontec
Western OEM (Apple) to Western market. It goes to LQMT

For East/West crossing, it can be one of two choices.
Choice A
Eastern OEM (Huawei) to Western market. It goes to LQMT
Western OEM (Apple) to Eastern market. It goes to Eontec
Choice B
Eastern OEM (Huawei) to Western market. It goes to Eontec
Western OEM (Apple) to Eastern market. It goes to LQMT

Not a bad choice, one way or another.


BTW, Eontec aluminium (main core) business dropped 50% for Pandemic reason while BMG business has grown by 70% even with Pandemic.