iWatch and iPhone 6
With all the up and coming Apple rumor product for 2014,
iWatch, iPhone 6 seems to be the most credible
Liquid Metal can arguable be the key "unique differentiation" for both products along with Sapphire Glass.
Both iWatch and iPhone have constant close contact to human body. With the latest medical sensor rumors for iWatch, this makes it more intense.
While all rumor mills have hyped for Liquid Metal for quite some time, nobody (at least myself) is aware of the Beryllium factor.
To consumer, this is the AHA moment (just like BPA in plastic bottle). Does any consumer product company want to take on this type of PR risk?
In order to fend off the non Apple growth story, Apple MUST release Revolution Product(s) this year. Without Liquid Metal, they have nothing but "me too" product. How can they fend off Samsung story line? "Next Big Thing is Already Here"
Why do you think ICahn is backing off stock buyback demand without assurance from Tim Cook?
Since new iDevices come out twice a year, recycling will be a big issue for Beryllium product. It will be treated like your batteries. Do you think Apple want to pay for all those recycling expenses to maintain their "GREEN COMPANY" status? Last I heard, Al Gore is still on their board.
From reading in this forum, I noticed LQMT just got a 20 million Line of Credit. Hence they can hang on for another year at least.
With LM105, perhaps one can argue Apple still own most if not all of the IP since it is nothing but spinoff. However, LQMT and MTRN can control the product release timing.
Does this mean the "leverage" has been shifted back to LQMT and/or MTRN?
One can argue, MTRN is the one who has the ultimate control of this 3 way relationship.
For a few hundred millions of "grease", it will go a long way for this relationship. Do you think Apple would risk this for a few hundred million? This is the cost for all those little start up they bought for the last few years. With lower cost of LM105, those few hundred million can simply be "buried" within the product margin.
Notice a few hundred millions means a dollar a share for LQMT.
