Please tell me if I’m wrong here. I genuinely respect someone who can point out where I’m off base, and I’d value that feedback.
I didn't intend to post again, but your insights are too thought-provoking to ignore. I’ll admit my outlook has been quite negative over the past few years, but after researching the new plant, I’ve had a change of heart. It appears to me that if there is integrity and fairness on all sides, Liquidmetal Lake Forest stands to profit from any U.S.-originated contract—including Apple.
However, the disappearance of those four LLCs from a small house in Florida is concerning. If this was a maneuver designed to evade shareholders, the executives could be facing significant legal exposure. I am NOT by any means implying that is what’s happening, but others on the board have suggested that if those shares have moved out of Professor Li's hands, we could be looking at a scam. I find that difficult to believe; the team at Lake Forest has far too much to lose to simply point the finger at China if things go sideways. In my view, if those entities were intentionally obscured, "for gain" we’re looking at more than just financial liability—we’re talking potential SEC criminal charges. I could be wrong, but I don't think this is the case or I wouldn't even be vested in the company at all. I walked once, I would walk again.
To me, a blatant scam just doesn't sound like the most logical move for Liquidmetal Lake Forest or China. If these shares were moved or obscured, I suspect it was a strategic maneuver to create trust within a much larger entity. I truly hope we see a fair outcome and that the past behaviors of this company don't dictate our future. What do you think?
Again, it appears to me that "if" there is integrity and a hint of fairness on all sides, Liquidmetal Lake Forest stands to profit from any contract originated in the U.S.—including Apple. I truly hope we see a fair outcome and the company's past performance doesn't define where we're headed from here. However, with the four LLCs from a small house in Florida going missing it is concerning to me.
The Loophole: While Apple has a "fully-paid" license for the IP, they do not have a "fully-paid" license for manufacturing.
The Revenue Path: If Apple decides they want the hinge made using Liquidmetal's specific machines and processes at the new Hangzhou plant, I "believe" they would issue a Purchase Order. Because the "customer" (Apple) is a US entity, the contract originates with Liquidmetal Lake Forest.
The Profit: Lake Forest would book the revenue from Apple, pay the Hangzhou plant for the labor and materials, and keep the "markup" as profit.
I would really appreciate your thoughts on this.
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