Schroers is not pursuing "niche of niche" markets which totally limited the vision of Team Steippers. He has access to Yale's lab and that's all he needs, as a researcher. When the time comes for him to go "commercial", he will have wrapped up his sector with patents that LQMT will not have any access to due to the poor strategic thinking of previous manglement.
Trust me, you don't have to worry about the success Schroers has already had and will continue to have as he pioneers new paths through the forest.
Lugee may have the manufacturing connections, but he is not that well connected in the US amorphous metals R&D. He is not a pioneer, like Schroers. Apples and oranges comparison, in my opinion.