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Thursday, March 13, 2014 9:09:31 PM
Below is the event in chronological order
03/10/10 John Kang stepped down
08/09/10 Apple obtained Lifetime CE License (the soul) for $20m
08/10/10 Steipp appointed CEO
10/03/11 Engel partnership
11/30/11 Materion partnership
06/05/12 Visser partnership with 30m shares at 0.10 compare to 0.22
and 15m shares option at 0.22
Essentially this is ~4m please help me fee
11/01/13 GTAT announced Apple relationship
11/01/13 Visser Arbitration begins
02/24/14 GTAT leaked Apple Arizona plant
02/27/14 Materion deferred decision to Apple
02/28/14 Tim Cook acknowledged Arizona plant as "secret" project
03/01/14 Visser sold 1m shares at 0.30
To me, Visser is out of any Apple revenue due to Apple opening up "secret" factory for Sapphire and Liquid Metal
Neither Materion nor Engel can speak (never mind demo) until Apple say so and/or until Visser case is over
Apple does not have a history of allowing supplier to leak. GTAT is an exception. Perhaps it is a "controlled" leak to hype iPhone6 and/or iWatch.
Until Apple can finalize their mfr process of integrating Sappire with Liquid Metal (see ANAX post). They will keep the lid on the Liquid Metal team. Note iPhone6 can go with Sapphire without Liquid Metal but not the other way around. iWatch can always delay as it will not be the cash cow.
Of course, all the other 28 prototype customers have all the latest and greatest info thru NDA.
For anyone on this board who is curious about the detail (technical and business timing), feel free to talk to Paul Hauck (Hogan) for project #29 thru NDA.....something like Liquid Metal Dental Pick and you will open up a factory to mfr this (no need for Visser)
Announcement like that will pump up the stock big time, wouldn't it? This board says all we need is one announcement
Oops...sorry no announcement until Apple say so
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