I can look at everything from all angles and not just the narrow minded theories based on direct observations of purported expansion of amorphous metals from abroad and wondering why hasn’t it trickled down into this hemisphere.
In essence china’s manufacturing has decreased recently for three consecutive months. Manufacturing is contracting. China pumps money into there economy to help internal demand. They have decreased interest rates too, to help.
Here is the problem. China doesn’t want to depend on expansion of foreign orders to improve manufacturing. They view this as competition. They don’t want to rely on exports. They don’t want to help the competition. Who can blame them. They want to be number one by any means. Fair or unfair doesn’t apply.
Now to me this view sounds crazy, when I apply it to LQMT. Especially since LQMT’s orders and new orders from what I can see doesn’t mean squat and would have zero impact. But if it is a political point or a cultural one, then one does not want to be on the wrong side of the government’s goals in any country, especially in China. Not that our government is perfect either. For both use their powers to achieve their desired outcomes right or wrong.
In other words it’s not the size of the contracts to be exported. It’s the view of you either support the government or you are out of favor with the government.
LL walks a very narrow tightrope. He doesn’t make the rules, but he has to support them.
Now if manufacturing continues to contract to a point where it is severely impacting economic growth, then China will probably open up the export floodgates and welcome competition from abroad.
It’s ironic that LQMT has a manufacturing agreement with China but no increase in demand for all of that manufacturing capacity they touted years ago as the stumbling block to fulfill orders to succeed in successful growth and increase shareholder value.
The above is an example of how far and wide I can speculate on what is holding LQMT back.
But unfortunately speculation and theories up or down doesn’t do donkey dust to alter the realistic facts that LQMT has been pumping out every three months, be those facts positive or negative.
You mention how long winded and nothing new was in my post for the last week of 2023. But nothing I write can be as long winded with nothing new and just as realistic as every 10Q LQMT files every three months.
If I based my posts on anything else but my focus on the LQMT my post’s would not be honest or have much integrity. Not only that, but they would be in total conflict of the truth.
You look at the long term charts, the trading volumes, the interest, the liquidity, the actual accounting data reported, the actual PR announcements if any and other filed forms. You look at the concerns of other shareholders for example: lack of communications. Then you look at what has transpired during the course of one week. Sometimes something new pops up. Most of the times nothing new pops up and when that happens as is the norm you get a weekly summary of nothing new.
Don’t shoot the messenger if LQMT has anemic trading volumes, anemic liquidity, anemic interest and on and on. I’m not operating the company I invested in. I’m only reporting on what the data shows and where it might lead to up or down today, tomorrow and not much further.
I gave up being the sheep and tagging along, along time ago, when LQMT disappointed year after year, rumor after rumor, speculation after speculation and IP rights after IP rights sales and on and on.
And I Thank God your here to present another point of view.
