LQMT will not be direct/sole beneficiary of Apple for all kind of reasons. In the short term, LQMT is not the right company for CE world where volume speaks.
Until proven otherwise, Apple is/will be the best if not the only company in the world that can commercialize BMG single handily.
Without commercialization, I argue BMG might be another Titanium. It cannot be labeled as the third generation material.
Li will continue to argue he can succeed with or without Apple but he never stated he can succeed without CE adoption.
So, why does this all matter to LQMT if it is not part of the CE world.
1. It is simply economy of scale where volume drive price and price drive volume. Non-CE market becomes the beneficiary of the price and availability.
2. Li is on top of his enterprise umbrella and CEO in two of the many sub entities. As many has posted here over and over again, it will be his (and all his investors) best interest to grow the money tree at the best financial market. For the time being, US happen to be the "best of the worst" in financial world.
IMHO
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