Replies to post #60960 on Liquidmetal Technologies Inc (LQMT)

[Barney Vissur]

No, just that you will see an Inventory number if they are truly going to do some manufacture, unless the number is totally immaterial and/or VPC is doing that manufacture, then VPC would carry that Inventory for sale to customers.

All I'm saying is that Inventory means customers, or potential customers. The lag from inventory purchase to manufacture is unknown - by me, anyway, like many things I don't know - about this Company or anything else, but I do know what Inventory represents and financials say.

[truetrue]

I'm looking for bellwethers. Steipp said in his Gateway Conference speech that MTRN is the only "industrial strength" mfg of BMG alloy.

Hipple said this summer '14 they had "low MILLION$ in $ales" - to who? That announcement - they were mfg. in industrial qty at MTRN was only in February '14 ! So "Millions" since February?

http://www.marketwatch.com/story/materion-corporation-unit-introduces-new-line-of-bulk-metallic-glass-alloys-2014-02-17

That's pretty damn fast !

Has to be VPC, some LQMT and who else? Was it just a one off sale ? Low million$ = a lot of ingots !

Since then: 1) Any improvement in that number and 2) was / is that "curve" being bent upward, which is a positive for LQMT shareholders - if Liquidmetal gets a royalty for licensed and unlicensed alloy sales. Do "we"?

**Other than sales of BMG alloy to APPLE, of course...

So - As OOO points out - Purchases of MTRN ingots for LQMT in-house production must show up in the inventory financials of LQMT ...or it's all gone to VPC (or APPLE?)-

Either way it's for production because they have contract(s).

VPC is private so that info is not public. However, I called VPC and they told me that they don't use the ENGEL system there but they DO buy their alloy from a "industrial mfg. source" = has to be MTRN.

Supposition: I'm also projecting they buy the licensed stock for LQMT / their SWATCH client, assuming SWATCH gets there bezels made by VPC.

If that's the case LQMT gets royalties form SWATCH and from MTRN (I hope).