Liquidmetal Technologies Inc (LQMT)

[Pollux]

Gotcyha..

I think I was confusing your ingot reference for a sheet - I didn't think I was making sense when I was trying to convert to sq ft.

So, basically he has the next generation method covered for many things outside of BMG.

With 90 machines slated for Yihao floor, thats 45,000,000 annual parts out of the factory based on the the PR here:

https://www.liquidmetal.com/yihao-metal-partnership/

If LQMT is going to be used in Iphone, and Yihao is making for other phone mfg's, it seems there is still a lack of capacity for the market demand?

Ie; Apple stopped giving out sales volumes in 2018 - last reported they were doing 200m + Iphones annually. How can they meet demand unless they are planning on a low demand launch at first?

Trying to equate capacity to market. If 106c is actually going to be used, how can they meet capacity/demand at Yihao alone? And if license revenue will flow, some serious catching up will need to happen to the value of LQMT.

Lugee paid $63 mil for 44% - this puts a market cap at around $150m and I would imagine he thinks he got a good deal as no one buys anything unless its a good deal. With a simple 8% annual IRR expected on any investment made, that already puts market cap at $225-$250m based on 5yrs of time value, not to mention tangible/IP value.

I still worry that the IP side of LQMT will stall to point that innovation of materials will happen in China vs. USA. And large advances will not benefit LQMT. This is me evaluating risk side. Once the PLA is done, isn't it open game for market advances to IP vs. the 5 year exclusivity?