Liquidmetal Technologies Inc (LQMT)

[chipboarder]

So this seems like a slow day on the Board and I love to speculate and connect dots even when they appear to be a stretch...

Recently, it was announced that Foxconn and Fisker will be working together to develop and manufacture an electric car offering.. coincidentally, the Fruit company has been making noises about moving into that very same market. OK I say...lots of folks seem to be interested in that space. The Fruit Company got upset with the Koreans because they violated project confidentiality and deep sixed them. Then silence.

So let’s speculate a bit....what if the Foxconn/Fisker arrangement is really a camouflaged Fruit/Foxconn/Fisker arrangement to keep a lid on the project, at least initially until the plan solidifies.

I like this idea because I see an opportunity...any EV will strongly value the strength/weight advantages that BMGs offer. Engineering from the ground up provides the opportunity to build a lightweight car with superior range and performance....all critical to ultimate success.

The fruit company’s depth of BMG technology is something that is a complete unknown. Using published patents is useless since that’s only the very tip of the iceberg. We do know they have been active for at least a decade and they would have scrapped it if they didn’t think it had potential. Terminating the agreement with LQMT (if indeed it is terminated) is a way to ensure confidentiality. Foxconn has been deep in BMG for many years and we have no insight into any technology sharing arrangement between Foxconn/Fruit.

Maybe we will finally find a use for all those acres in Wisconsin and by-the-way it’s really difficult to call a car consumer electronics even if it is an EV.