Replies to post #131807 on Liquidmetal Technologies Inc (LQMT)

[Watts Watt]

What say the longtime posters here?

[Eicheljager]

I'm not a long time poster here, but I am a long time reader. Here is my take:

Liquidmetal/Magnesium is a material being used in some otherwise complex products. Outside of medical, the Liquidmetal or magnesium that you might find in a brushless motor, battery enclosure, smartphone frame, or electric vehicle drivetrain, is one of many components. Those companies, for plenty of reasons, might not wish for LQMT to make very public announcements regarding their involvement with the end-product for competitive reasons.

Medical I believe, will be different. Magnesium or Liquidmetal is the story. It is the differentiating factor (vs. weight improvement or increased battery range, or a thinner profile) in these products. The material is the story for medical.

A contract announcement would be wonderful. Meanwhile, the 10Q may not name names, but it will show 3Q revenue. That is what I am looking forward to see.

I also believe that Li wants to be listed on the NASDAQ. From what I read, we need to maintain a $4 share price for at least 2 years for that to be possible. If I were Li, how would I make sure I get there the most quickly and stay there? I would build up my capacity, build up my contracts, build up the anticipation. Then I would unleash it all. I would want to rise comfortably past $4, and I would want to punish the shorts every time the share price threatened to slip. If he were to slowly leak contract information, months before it shows up on the 10Q, then show nothing new on the 10Q, he will be fighting the share price roller coaster for years.

This strategy doesn't bother me, because it seems rational. While waiting, we are up > 4x. I think that is a good compromise.

If we do not get a contract announcement, I will be looking for hints from the OH that mimic his "fruit company" comment... hinting without divulging. Once the 10Q comes, they will reveal the revenue, and they can give us forward guidance, even if he cannot reveal the contracts themselves. If LQMT is coy with their forward guidance in November, I will become suspicious. Until then, this is fine with me.