Liquidmetal Technologies Inc (LQMT)

[joshuaeyu]

WHO WILL MAKE MONEY AND WHEN

For the Apple<=>Liquid Metal supply chain which includes LQTM, MTRN, Engel (let's count out VPC and Foxconn for now).

Question we constant debate is who will make money out of this whole deal other than Apple (assuming they choose to productize liquid metal).

The answer to me is EVERYBODY.

However, we never debate WHEN.

Apple being a whale, they have the biggest purchasing power. With Tim Cook being the mastery of the supply chain, they will squeeze every penny out of the supply chain whenever and wherever they can while keeping them happy (just enough).

Apple will lose money early on (for liquid metal/sapphire investment) but will come up big time winner at the end as they for once can fend off the copy cat for some undetermined amount of time.

They probably will tell the supply chain to have the same faith (as they have) about this "investment".

For all the supply chain link (who does not have any exclusive right and/or unique technical know how) will be outbid by their competitors.

As investors to any of those supply chain link, should we be not happy if any of those companies does not have instant income (not to be confused with revenue) boost as a result of this "partnership"?

Investor is smart enough to see thru "potential" and reward all these companies accordingly

Making money is a great metric to measure a company. However, it is not the only metric. This is why we have most successful stock with ultra high PE and some being negative.