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Sunday, 09/29/2013 12:56:07 AM

Sunday, September 29, 2013 12:56:07 AM

Post# of 232853
In the second half of this presentation, Steipp describes how MTRN is driving sales of a couple of versions of LMQT alloy.



I posted it because it seems that some might have been assuming that LQMT is only responsible for sales (and the reason no new contracts have been announced).

If MTRN is making low millions from LM and LQMT is only reporting about 1M/year (and it looks kind of funky like maybe some of it is derived from financial engineering), what is that saying about margins and their revenue? 1/3 to 1/6 or less.

It seems that based on the presentation, that LQMT is more dependent on MTRN to generate sales than the other way around.
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