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Tuesday, November 12, 2013 9:16:07 AM
Steipp to me seems strategic for sure and their plan ( which he doesn't really speak to broadly in CCs ( unless asked)), could be pretty elaborate and extensive.
The Engel development sounds potentially positive and significant (tbd) depending on what terms are negotiated.
It all sounds good except for how LQMT will potentially generate growing revenues and earnings from it which is yet to prove out.
But, Chung did mention an anticipation of growing margins in the near term and it was mentioned that the canard activity was seen as a stepping stone.
After some thought and reading some other posts on this board about unattractive margin splits in agreements with VPC, I think that it could be positive for investors if LQMT were able to second source potential customers directly ( without VPC) if that truly is a reason that their revenue is or could be lower than expected in the future.
So the outcome of their arbitration could have a positive or negative impact on expectations, it seems to me, that could potentially weigh on what investors might expect.
I tend to think that LQMT can come out of this ahead if they can negotiate favorable terms for the company going forward, but until that happens .........
Recent LQMT News
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/20/2024 08:11:00 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 05/09/2024 09:05:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/21/2023 10:15:45 PM
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- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/10/2023 08:37:18 PM
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