Pdp, I'm diversified. Lqmt is the one relatively calculated total, unequivocal gamble. If there was no materion, apple, and engel, this wouldn't even be worth an initial look-see, let alone a second one. I'm just intrigued to see what MTRN has to say on this call and mentioning the LM alloy and the trademark usually means a piece of future revenue.
Regarding the "pushing" of lqmt by MTRN, there's a reason I made that comment and I'll get that reason to you, but I do recall Hipple stating 2015 with sales already occurring, however minimal, when he was questioned on it. Regardless, MTRN is in a nice cycle right now and 10 baggers are so damn rare anyway, but MTRN is a nice sleep at night stock and I'm up about 10% now expecting a very nice few qtrs and if Apple is in play, that should help.
Have a happy summer as well.