Replies to post #64044 on Liquidmetal Technologies Inc (LQMT)

[gorgol]

GTAT had nothing special. "Glass".....LQMT is quite different. As APPLE puts more and more into
and IPHONE, or another product, the strength of the casing will become more critical. GTAT and LQMT is apples and oranges.
Over 100 Patents so far and many that we may not know about. Yes, I think APPLE is VERY serious....
why?? Because of competition. They HAVE to make it work, before someone else does.
Whomever comes out with a casing of LiquidMetal, wins the big prize. That is the BIG difference
between GTAT and LQMT. APPLE HAS TO MAKE IT WORK.... Its along the lines of what I believe
Miltner Knives saw..."if we don't, someone else will and then we'll be screwed"....that is the bottom line.

IF APPLE can come up with a casing of LIQUID METAL....it will be the death knell of the competition.
Which will spike APPLES sales beyond comprehension...so I do think APPLE is going full blast
to get a patent on the ENGEL machine to make larger pieces...

Just to add...those other companies APPLE buys and you never hear anything from them...again..APPLES AND ORANGES....APPLE is sharing TENS OF MILLIONS of dollars in PATENTS with LQMT......they are PARTNERS....in PATENTS and the DEVELOPMENT of a METAL that could have the potential in the tens of BILLIONS...that is the difference..

[ARmillz]

nailed it

[Watts Watt]

Well put.

As Paul Harvey used to state so elegantly, "And now, you know the rest of the story".

[longinus]

Great post, but you may be understating how important amorphous alloy could be as an enabling technology for Apple's future design decisions. There is nothing else like it in their "shopping cart" and while LQMT the company may mean nothing to Apple, I'm willing to bet that LiquidMetal the material is hugely important to Jony Ive.

[bobroo]

A Corollary to LQMT/Apple:

What if......Apple gives LQMT a shot??? What happens to us investors???

Let's use this hypothetical example because I think it is realistic. More realistic than an IPhone 7 being made of 100% LQMT.

Apple releases a 48" 5000K television set at a retail price of $2,000. In addition to super cool picture, this this is also super interactive with your iPhone, iWatch, and even shines your shoes. The housing of the remote is made of LQMT and is nearly identical to the current Apple TV remote.

Demand for the new television soars. People love the 5000K resolution (they are really cool if you haven;t already seen one) and love the interactivity. But the remote is cool too. It has a feeling being solid, yet soft. Durable and waterproof. It is the one thing people actually touch of this new product. Most folks don't identify the the quality of their television via their remote. But study groups identify the LQMT remote as being departure from TV"s of old and well liked by everyone.

LQMT is not identified, ever. Tim Cook calls it "a revolutionary new material, iMetal" at the keynote.

Here's our problem:

LQMT posts some really outstanding results out of nowhere. Share price increases based on becoming a profitable company. But share price does not reflect that the majority part of sales are to Apple or the great TV. There is rumor of LQMT being iMetal, but nothing a Wall Street analyst can commit to writing.

We investors LOVE LQMT being profitable. We LOVE the increased share price. But we really don't know where the money comes from, what the profit margin is, or if there is even a contract involved. In short, the management of LQMT never divulges this information much the same way they behave today.

What do you think happens then???

Caution: Don't jump to conclusions and say "I'd sell all my shares and be a happy man." Through this forum we know entirely too much about LQMT to just move onto something else. And there would still be ample potential upside in the near future to not have at least some small position.

Thoughts?